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Duff & Phelps Investment Management’s SBA Communications SBAC Stock Holding History

Duff & Phelps Investment 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
Q2 		$5.77M Sell
32,673
-6,229
-16% -$1.28M 0.05% 115
2026
Q1 		$6.7M Hold
38,902
– – 0.07% 106
2025
Q4 		$7.52M Sell
38,902
-7,500
-16% -$1.45M 0.09% 104
2025
Q3 		$8.97M Hold
46,402
– – 0.1% 107
2025
Q2 		$10.9M Sell
46,402
-1,100
-2% -$252K 0.13% 103
2025
Q1 		$10.5M Sell
47,502
-2,700
-5% -$565K 0.12% 98
2024
Q4 		$10.2M Hold
50,202
– – 0.12% 107
2024
Q3 		$12.1M Buy
50,202
+5,212
+12% +$1.16M 0.14% 104
2024
Q2 		$8.83M Hold
44,990
– – 0.11% 114
2024
Q1 		$9.75M Sell
44,990
-176,097
-80% -$39.2M 0.12% 122
2023
Q4 		$56.1M Buy
221,087
+23,135
+12% +$5.19M 0.68% 53
2023
Q3 		$39.6M Buy
197,952
+26,720
+16% +$5.95M 0.52% 65
2023
Q2 		$39.7M Buy
171,232
+19,285
+13% +$4.61M 0.48% 72
2023
Q1 		$39.7M Buy
151,947
+8,250
+6% +$2.27M 0.48% 71
2022
Q4 		$40.3M Buy
143,697
+11,940
+9% +$3.32M 0.49% 71
2022
Q3 		$37.5M Buy
131,757
+6,710
+5% +$2.18M 0.47% 71
2022
Q2 		$40M Sell
125,047
-1,750
-1% -$590K 0.5% 76
2022
Q1 		$43.6M Buy
126,797
+19,425
+18% +$6.3M 0.5% 76
2021
Q4 		$41.8M Buy
107,372
+1,075
+1% +$378K 0.49% 76
2021
Q3 		$35.1M Sell
106,297
-31,900
-23% -$11M 0.46% 80
2021
Q2 		$44M Sell
138,197
-34,905
-20% -$10.5M 0.57% 70
2021
Q1 		$48M Buy
173,102
+53,250
+44% +$14.1M 0.66% 64
2020
Q4 		$33.8M Buy
+119,852
New +$35.2M 0.49% 74

Other funds holding SBAC

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Duff & Phelps Investment Management's SBAC Position: Q2 2026 in Review

Duff & Phelps Investment Management reduced its SBA Communications (SBAC) stake by 16% in Q2 2026, selling an estimated $1.28M and leaving 32,673 shares worth $5.77M. The position accounts for 0.05% of the portfolio, ranked #115.

Duff & Phelps Investment Management first reported a position in SBAC in Q4 2020 and has held it in 23 quarters since. The position peaked at $56.1M in Q4 2023. 676 funds tracked by Wall St. Rank hold SBAC as of Q2 2026.

  • Duff & Phelps Investment Management held 32,673 shares of SBA Communications worth $5.77M as of Q2 2026.
  • Duff & Phelps Investment Management sold 6,229 SBA Communications shares in Q2 2026, an estimated $1.28M.
  • SBA Communications made up 0.05% of Duff & Phelps Investment Management's portfolio in Q2 2026, its #115 holding.
  • Duff & Phelps Investment Management first reported a position in SBA Communications in Q4 2020 and has held it in 23 quarters since.
  • Duff & Phelps Investment Management's SBA Communications position peaked at $56.1M in Q4 2023.
  • 676 funds tracked by Wall St. Rank held SBA Communications as of Q2 2026.

Based on Duff & Phelps Investment Management's 13F filing for Q2 2026, filed 3 Aug 2026.