Capital Innovations’s SBA Communications SBAC Stock Holding History

Capital Innovations’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	–	Sell	-63,760	Closed	-$12.3M	–	86
2025 Q4	$12.3M	Buy	+63,760	New	+$12.3M	3.51%	9
2017 Q4	–	Sell	-1,509	Closed	-$217	–	69
2017 Q3	$217	Hold	1,509	–	–	0.53%	63
2017 Q2	$204K	Buy	+1,509	New	+$196K	0.78%	55
2016 Q2	–	Sell	-3,049	Closed	-$305K	–	68
2016 Q1	$305K	Sell	3,049 -460	-13%	-$44K	0.54%	51
2015 Q4	$369K	Sell	3,509 -1,018	-22%	-$110K	0.48%	49
2015 Q3	$474K	Sell	4,527 -5,935	-57%	-$692K	0.54%	50
2015 Q2	$1.2M	Sell	10,462 -1,753	-14%	-$206K	1.16%	27
2015 Q1	$1.43M	Hold	12,215	–	–	1.22%	24
2014 Q4	$1.35M	Hold	12,215	–	–	1.2%	27
2014 Q3	$1.35M	Buy	12,215 +400	+3%	+$43.2K	1.25%	23
2014 Q2	$1.21M	Buy	11,815 +89	+0.8%	+$8.54K	1%	23
2014 Q1	$1.07M	Buy	11,726 +761	+7%	+$70.6K	0.92%	33
2013 Q4	$985K	Buy	+10,965	New	+$942K	0.9%	34

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

Capital Innovations's SBAC Position: Q1 2026 in Review

Capital Innovations sold out of SBA Communications (SBAC) in Q1 2026, closing a stake of 63,760 shares — an estimated $12.3M sold.

Capital Innovations first reported a position in SBAC in Q4 2013 and held it in 13 quarters. The position peaked at $12.3M in Q4 2025. 665 funds tracked by Wall St. Rank hold SBAC as of Q1 2026.

Capital Innovations reported no remaining SBA Communications position as of Q1 2026 after selling out during the quarter.
Capital Innovations sold 63,760 SBA Communications shares in Q1 2026, an estimated $12.3M.
Capital Innovations first reported a position in SBA Communications in Q4 2013 and held it in 13 quarters.
Capital Innovations's SBA Communications position peaked at $12.3M in Q4 2025.
665 funds tracked by Wall St. Rank held SBA Communications as of Q1 2026.

Based on Capital Innovations's 13F filing for Q1 2026, filed 14 May 2026.