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 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 $182B AUM 14.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

Atom Investors's SBAC Position: Q1 2026 in Review

Atom Investors increased its SBA Communications (SBAC) stake by 132% in Q1 2026, buying an estimated $2.5M and bringing the position to 23,465 shares worth $4.04M. The position accounts for 0.29% of the portfolio, ranked #105.

Atom Investors first reported a position in SBAC in Q2 2019 and has held it in 16 quarters since. The position peaked at $10.7M in Q2 2024. 665 funds tracked by Wall St. Rank hold SBAC as of Q1 2026.

Atom Investors held 23,465 shares of SBA Communications worth $4.04M as of Q1 2026.
Atom Investors bought 13,331 SBA Communications shares in Q1 2026, an estimated $2.5M.
SBA Communications made up 0.29% of Atom Investors's portfolio in Q1 2026, its #105 holding.
Atom Investors first reported a position in SBA Communications in Q2 2019 and has held it in 16 quarters since.
Atom Investors's SBA Communications position peaked at $10.7M in Q2 2024.
665 funds tracked by Wall St. Rank held SBA Communications as of Q1 2026.

Based on Atom Investors's 13F filing for Q1 2026, filed 15 May 2026.