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Atlas Infrastructure Partners’s SBA Communications SBAC Stock Holding History

Atlas Infrastructure Partners’s Portfolio SBAC Stock Details SBAC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$94M Sell
532,422
-501,953
-49% -$103M 2.85% 10
2026
Q1 		$178M Buy
+1,034,375
New +$194M 6.27% 9

Other funds holding SBAC

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Atlas Infrastructure Partners's SBAC Position: Q2 2026 in Review

Atlas Infrastructure Partners reduced its SBA Communications (SBAC) stake by 49% in Q2 2026, selling an estimated $103M and leaving 532,422 shares worth $94M. The position accounts for 2.85% of the portfolio, ranked #10.

Atlas Infrastructure Partners first reported a position in SBAC in Q1 2026 and has held it in 2 quarters since. The position peaked at $178M in Q1 2026. 681 funds tracked by Wall St. Rank hold SBAC as of Q2 2026.

  • Atlas Infrastructure Partners held 532,422 shares of SBA Communications worth $94M as of Q2 2026.
  • Atlas Infrastructure Partners sold 501,953 SBA Communications shares in Q2 2026, an estimated $103M.
  • SBA Communications made up 2.85% of Atlas Infrastructure Partners's portfolio in Q2 2026, its #10 holding.
  • Atlas Infrastructure Partners first reported a position in SBA Communications in Q1 2026 and has held it in 2 quarters since.
  • Atlas Infrastructure Partners's SBA Communications position peaked at $178M in Q1 2026.
  • 681 funds tracked by Wall St. Rank held SBA Communications as of Q2 2026.

Based on Atlas Infrastructure Partners's 13F filing for Q2 2026, filed 14 Aug 2026.