Avenir Corporation’s SBA Communications SBAC Stock Holding History

Avenir Corporation’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	$10.6M	Sell	61,747 -1,162	-2%	-$218K	1.3%	18
2025 Q4	$12.2M	Buy	62,909 +1,416	+2%	+$274K	1.32%	18
2025 Q3	$11.9M	Sell	61,493 -973	-2%	-$211K	1.24%	18
2025 Q2	$14.7M	Sell	62,466 -3,066	-5%	-$702K	1.51%	17
2025 Q1	$14.4M	Sell	65,532 -513	-0.8%	-$107K	1.51%	18
2024 Q4	$13.5M	Buy	66,045 +11,014	+20%	+$2.48M	1.38%	18
2024 Q3	$13.2M	Sell	55,031 -4,617	-8%	-$1.02M	1.34%	18
2024 Q2	$11.7M	Buy	59,648 +19,560	+49%	+$3.87M	1.14%	19
2024 Q1	$8.69M	Buy	40,088 +1,236	+3%	+$275K	0.74%	19
2023 Q4	$9.86M	Sell	38,852 -17,175	-31%	-$3.86M	0.85%	19
2023 Q3	$11.2M	Buy	56,027 +34,866	+165%	+$7.76M	1.05%	18
2023 Q2	$4.9M	Buy	21,161 +15,190	+254%	+$3.63M	0.43%	25
2023 Q1	$1.56M	Sell	5,971 -425	-7%	-$117K	0.15%	32
2022 Q4	$1.79M	Sell	6,396 -1,180	-16%	-$328K	0.18%	30
2022 Q3	$2.16M	Sell	7,576 -88	-1%	-$28.6K	0.23%	30
2022 Q2	$2.45M	Buy	7,664 +45	+0.6%	+$15.2K	0.23%	33
2022 Q1	$2.62M	Buy	7,619 +1,221	+19%	+$396K	0.21%	32
2021 Q4	$2.49M	Hold	6,398	–	–	0.19%	33
2021 Q3	$2.12M	Hold	6,398	–	–	0.18%	34
2021 Q2	$2.04M	Hold	6,398	–	–	0.16%	35
2021 Q1	$1.78M	Hold	6,398	–	–	0.15%	38
2020 Q4	$1.8M	Hold	6,398	–	–	0.17%	35
2020 Q3	$2.04M	Hold	6,398	–	–	0.21%	35
2020 Q2	$1.91M	Hold	6,398	–	–	0.22%	34
2020 Q1	$1.73M	Hold	6,398	–	–	0.23%	34
2019 Q4	$1.54M	Hold	6,398	–	–	0.16%	43
2019 Q3	$1.54M	Hold	6,398	–	–	0.16%	44
2019 Q2	$1.44M	Hold	6,398	–	–	0.15%	44
2019 Q1	$1.28M	Sell	6,398 -230	-3%	-$41.7K	0.14%	45
2018 Q4	$1.07M	Hold	6,628	–	–	0.13%	45
2018 Q3	$1.06M	Sell	6,628 -160	-2%	-$25.5K	0.12%	48
2018 Q2	$1.12M	Sell	6,788 -1,725	-20%	-$278K	0.13%	48
2018 Q1	$1.46M	Sell	8,513 -300	-3%	-$49.7K	0.16%	46
2017 Q4	$1.44M	Hold	8,813	–	–	0.13%	49
2017 Q3	$1.27M	Hold	8,813	–	–	0.11%	47
2017 Q2	$1.19M	Hold	8,813	–	–	0.1%	48
2017 Q1	$1.06M	Hold	8,813	–	–	0.09%	49
2016 Q4	$910K	Sell	8,813 -285	-3%	-$30K	0.08%	48
2016 Q3	$1.02M	Sell	9,098 -3,610	-28%	-$408K	0.09%	46
2016 Q2	$1.37M	Sell	12,708 -4,675	-27%	-$474K	0.11%	42
2016 Q1	$1.74M	Hold	17,383	–	–	0.15%	39
2015 Q4	$1.83M	Hold	17,383	–	–	0.15%	37
2015 Q3	$1.82M	Hold	17,383	–	–	0.15%	37
2015 Q2	$2M	Sell	17,383 -35	-0.2%	-$4.11K	0.15%	35
2015 Q1	$2.04M	Hold	17,418	–	–	0.15%	36
2014 Q4	$1.93M	Hold	17,418	–	–	0.15%	37
2014 Q3	$1.93M	Hold	17,418	–	–	0.16%	40
2014 Q2	$1.78M	Sell	17,418 -100	-0.6%	-$9.6K	0.15%	41
2014 Q1	$1.59M	Hold	17,518	–	–	0.14%	38
2013 Q4	$1.57M	Sell	17,518 -595	-3%	-$51.1K	0.14%	38
2013 Q3	$1.46M	Hold	18,113	–	–	0.14%	41
2013 Q2	$1.34M	Buy	+18,113	New	+$1.38M	0.14%	41

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

Avenir Corporation's SBAC Position: Q1 2026 in Review

Avenir Corporation reduced its SBA Communications (SBAC) stake by 1.8% in Q1 2026, selling an estimated $218K and leaving 61,747 shares worth $10.6M. The position accounts for 1.3% of the portfolio, ranked #18.

Avenir Corporation first reported a position in SBAC in Q2 2013 and has held it in 52 quarters since. The position peaked at $14.7M in Q2 2025. 665 funds tracked by Wall St. Rank hold SBAC as of Q1 2026.

Avenir Corporation held 61,747 shares of SBA Communications worth $10.6M as of Q1 2026.
Avenir Corporation sold 1,162 SBA Communications shares in Q1 2026, an estimated $218K.
SBA Communications made up 1.3% of Avenir Corporation's portfolio in Q1 2026, its #18 holding.
Avenir Corporation first reported a position in SBA Communications in Q2 2013 and has held it in 52 quarters since.
Avenir Corporation's SBA Communications position peaked at $14.7M in Q2 2025.
665 funds tracked by Wall St. Rank held SBA Communications as of Q1 2026.

Based on Avenir Corporation's 13F filing for Q1 2026, filed 14 May 2026.