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Boothbay Fund Management’s SBA Communications SBAC Stock Holding History

Boothbay Fund Management’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
2023
Q4 		– Sell
-9,100
Closed -$1.82M – 1946
2023
Q3 		$1.82M Buy
9,100
+5,100
+128% +$1.13M 0.04% 531
2023
Q2 		$927K Buy
+4,000
New +$957K 0.02% 862

Other funds holding SBAC

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

Boothbay Fund Management's SBAC Position: Q1 2026 in Review

Boothbay Fund Management reduced its SBA Communications (SBAC) stake by 5.4% in Q1 2026, selling an estimated $1.83M and leaving 172,012 shares worth $29.6M. The position accounts for 0.38% of the portfolio, ranked #20.

Boothbay Fund Management first reported a position in SBAC in Q2 2017 and has held it in 27 quarters since. The position peaked at $35.2M in Q4 2025. 665 funds tracked by Wall St. Rank hold SBAC as of Q1 2026.

  • Boothbay Fund Management held 172,012 shares of SBA Communications worth $29.6M as of Q1 2026.
  • Boothbay Fund Management sold 9,769 SBA Communications shares in Q1 2026, an estimated $1.83M.
  • SBA Communications made up 0.38% of Boothbay Fund Management's portfolio in Q1 2026, its #20 holding.
  • Boothbay Fund Management first reported a position in SBA Communications in Q2 2017 and has held it in 27 quarters since.
  • Boothbay Fund Management's SBA Communications position peaked at $35.2M in Q4 2025.
  • 665 funds tracked by Wall St. Rank held SBA Communications as of Q1 2026.

Based on Boothbay Fund Management's 13F filing for Q1 2026, filed 15 May 2026.