DGM
SBAC icon

Delta Global Management’s SBA Communications SBAC Stock Holding History

Delta Global 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
2026
Q1 		$2.16M Buy
+12,564
New +$2.35M 0.18% 94
2025
Q4 		– Sell
-12,557
Closed -$2.43M – 215
2025
Q3 		$2.43M Buy
12,557
+1,665
+15% +$361K 0.18% 115
2025
Q2 		$2.56M Sell
10,892
-569
-5% -$130K 0.17% 84
2025
Q1 		$2.52M Buy
+11,461
New +$2.4M 0.18% 101

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

Delta Global Management's SBAC Position: Q1 2026 in Review

Delta Global Management opened a new position in SBA Communications (SBAC) in Q1 2026: 12,564 shares worth $2.16M. The stake represents 0.18% of the portfolio and ranks #94 among its holdings. This is a return to the name: Delta Global Management previously reported a position in SBAC as recently as Q3 2025.

Delta Global Management first reported a position in SBAC in Q1 2025 and has held it in 4 quarters since. The position peaked at $2.56M in Q2 2025. 665 funds tracked by Wall St. Rank hold SBAC as of Q1 2026.

  • Delta Global Management held 12,564 shares of SBA Communications worth $2.16M as of Q1 2026.
  • SBA Communications was a new Delta Global Management position in Q1 2026.
  • SBA Communications made up 0.18% of Delta Global Management's portfolio in Q1 2026, its #94 holding.
  • Delta Global Management first reported a position in SBA Communications in Q1 2025 and has held it in 4 quarters since.
  • Delta Global Management's SBA Communications position peaked at $2.56M in Q2 2025.
  • 665 funds tracked by Wall St. Rank held SBA Communications as of Q1 2026.

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