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 Q2	$11.3M	Buy	+63,760	New	+$13.1M	2.92%	13
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	-$217K	–	69
2017 Q3	$217K	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 $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

Capital Innovations's SBAC Position: Q2 2026 in Review

Capital Innovations opened a new position in SBA Communications (SBAC) in Q2 2026: 63,760 shares worth $11.3M. The stake represents 2.92% of the portfolio and ranks #13 among its holdings. This is a return to the name: Capital Innovations previously reported a position in SBAC as recently as Q4 2025.

Capital Innovations first reported a position in SBAC in Q4 2013 and has held it in 14 quarters since. The position peaked at $12.3M in Q4 2025. 682 funds tracked by Wall St. Rank hold SBAC as of Q2 2026.

Capital Innovations held 63,760 shares of SBA Communications worth $11.3M as of Q2 2026.
SBA Communications was a new Capital Innovations position in Q2 2026.
SBA Communications made up 2.92% of Capital Innovations's portfolio in Q2 2026, its #13 holding.
Capital Innovations first reported a position in SBA Communications in Q4 2013 and has held it in 14 quarters since.
Capital Innovations's SBA Communications position peaked at $12.3M in Q4 2025.
682 funds tracked by Wall St. Rank held SBA Communications as of Q2 2026.

Based on Capital Innovations's 13F filing for Q2 2026, filed 11 Aug 2026.