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DigitalBridge Group’s SBA Communications SBAC Stock Holding History

DigitalBridge Group’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 		$100M Buy
583,243
+105,431
+22% +$19.8M 6.33% 2
2025
Q4 		$92.4M Buy
477,812
+77,692
+19% +$15M 7.05% 2
2025
Q3 		$77.4M Buy
400,120
+108,573
+37% +$23.5M 6.17% 2
2025
Q2 		$68.5M Sell
291,547
-325,809
-53% -$74.6M 6.74% 2
2025
Q1 		$136M Sell
617,356
-217,986
-26% -$45.6M 10.91% 2
2024
Q4 		$170M Buy
835,342
+22,830
+3% +$5.14M 12.17% 2
2024
Q3 		$196M Buy
812,512
+211,746
+35% +$46.9M 15.1% 1
2024
Q2 		$118M Buy
600,766
+16,871
+3% +$3.34M 10.15% 2
2024
Q1 		$127M Buy
583,895
+283,395
+94% +$63M 11.16% 2
2023
Q4 		$76.2M Buy
+300,500
New +$67.5M 7.14% 3
2023
Q3 		– Sell
-98,146
Closed -$22.7M – 72
2023
Q2 		$22.7M Sell
98,146
-170,282
-63% -$40.7M 2.73% 8
2023
Q1 		$70.1M Buy
268,428
+249,121
+1,290% +$68.6M 8.23% 3
2022
Q4 		$5.41M Sell
19,307
-79,630
-80% -$22.2M 0.76% 30
2022
Q3 		$28.2M Buy
+98,937
New +$32.1M 4% 4
2021
Q2 		– Sell
-7,950
Closed -$2.21M – 48
2021
Q1 		$2.21M Sell
7,950
-2,400
-23% -$636K 0.28% 27
2020
Q4 		$2.92M Sell
10,350
-1,500
-13% -$440K 0.71% 18
2020
Q3 		$3.77M Buy
11,850
+3,650
+45% +$1.12M 2.81% 14
2020
Q2 		$2.44M Buy
+8,200
New +$2.42M 2.57% 15

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

DigitalBridge Group's SBAC Position: Q1 2026 in Review

DigitalBridge Group increased its SBA Communications (SBAC) stake by 22% in Q1 2026, buying an estimated $19.8M and bringing the position to 583,243 shares worth $100M. The position accounts for 6.33% of the portfolio, ranked #2.

DigitalBridge Group first reported a position in SBAC in Q2 2020 and has held it in 18 quarters since. The position peaked at $196M in Q3 2024. 665 funds tracked by Wall St. Rank hold SBAC as of Q1 2026.

  • DigitalBridge Group held 583,243 shares of SBA Communications worth $100M as of Q1 2026.
  • DigitalBridge Group bought 105,431 SBA Communications shares in Q1 2026, an estimated $19.8M.
  • SBA Communications made up 6.33% of DigitalBridge Group's portfolio in Q1 2026, its #2 holding.
  • DigitalBridge Group first reported a position in SBA Communications in Q2 2020 and has held it in 18 quarters since.
  • DigitalBridge Group's SBA Communications position peaked at $196M in Q3 2024.
  • 665 funds tracked by Wall St. Rank held SBA Communications as of Q1 2026.

Based on DigitalBridge Group's 13F filing for Q1 2026, filed 15 May 2026.