Atom Investors’s SBA Communications SBAC Stock Holding History

Atom Investors’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	$1.09M	Sell	6,204 -17,261	-74%	-$3.56M	0.1%	330
2026 Q1	$4.04M	Buy	23,465 +13,331	+132%	+$2.5M	0.29%	105
2025 Q4	$1.96M	Buy	+10,134	New	+$1.96M	0.16%	202
2025 Q2	–	Sell	-8,506	Closed	-$1.87M	–	763
2025 Q1	$1.87M	Sell	8,506 -8,309	-49%	-$1.74M	0.23%	128
2024 Q4	$3.43M	Sell	16,815 -5,288	-24%	-$1.19M	0.43%	70
2024 Q3	$5.32M	Sell	22,103 -32,323	-59%	-$7.16M	0.56%	41
2024 Q2	$10.7M	Buy	54,426 +27,274	+100%	+$5.39M	1.07%	9
2024 Q1	$5.88M	Buy	27,152 +14,211	+110%	+$3.16M	0.73%	18
2023 Q4	$3.28M	Buy	+12,941	New	+$2.91M	0.58%	37
2023 Q3	–	Sell	-1,402	Closed	-$325K	–	500
2023 Q2	$325K	Buy	1,402 +620	+79%	+$148K	0.12%	178
2023 Q1	$204K	Buy	+782	New	+$215K	0.11%	210
2021 Q1	–	Sell	-2,710	Closed	-$765K	–	397
2020 Q4	$765K	Sell	2,710 -353	-12%	-$104K	0.08%	211
2020 Q3	$976K	Buy	3,063 +1,491	+95%	+$456K	0.09%	198
2020 Q2	$468K	Sell	1,572 -644	-29%	-$190K	0.03%	277
2020 Q1	$598K	Buy	+2,216	New	+$585K	0.05%	191
2019 Q4	–	Sell	-868	Closed	-$209K	–	301
2019 Q3	$209K	Sell	868 -3,015	-78%	-$746K	0.01%	267
2019 Q2	$873K	Buy	+3,883	New	+$819K	0.06%	268

Other funds holding SBAC

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Atom Investors's SBAC Position: Q2 2026 in Review

Atom Investors reduced its SBA Communications (SBAC) stake by 74% in Q2 2026, selling an estimated $3.56M and leaving 6,204 shares worth $1.09M. The position accounts for 0.1% of the portfolio, ranked #330.

Atom Investors first reported a position in SBAC in Q2 2019 and has held it in 17 quarters since. The position peaked at $10.7M in Q2 2024. 683 funds tracked by Wall St. Rank hold SBAC as of Q2 2026.

Atom Investors held 6,204 shares of SBA Communications worth $1.09M as of Q2 2026.
Atom Investors sold 17,261 SBA Communications shares in Q2 2026, an estimated $3.56M.
SBA Communications made up 0.1% of Atom Investors's portfolio in Q2 2026, its #330 holding.
Atom Investors first reported a position in SBA Communications in Q2 2019 and has held it in 17 quarters since.
Atom Investors's SBA Communications position peaked at $10.7M in Q2 2024.
683 funds tracked by Wall St. Rank held SBA Communications as of Q2 2026.

Based on Atom Investors's 13F filing for Q2 2026, filed 14 Aug 2026.