HRES
SBAC icon

Heitman Real Estate Securities’s SBA Communications SBAC Stock Holding History

Heitman Real Estate Securities’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 		$3.91M Sell
22,692
-28,998
-56% -$5.43M 0.28% 45
2025
Q4 		$10M Buy
+51,690
New +$9.99M 0.7% 36
2025
Q3 		– Sell
-26,015
Closed -$6.11M – 62
2025
Q2 		$6.11M Buy
26,015
+23
+0.1% +$5.26K 0.43% 38
2025
Q1 		$5.72M Sell
25,992
-5,407
-17% -$1.13M 0.37% 38
2024
Q4 		$6.4M Sell
31,399
-22,955
-42% -$5.17M 0.41% 39
2024
Q3 		$13.1M Buy
54,354
+15,034
+38% +$3.33M 0.71% 35
2024
Q2 		$7.72M Sell
39,320
-18,428
-32% -$3.65M 0.49% 37
2024
Q1 		$12.5M Sell
57,748
-45,205
-44% -$10.1M 0.71% 35
2023
Q4 		$26.1M Buy
102,953
+80,345
+355% +$18M 1.41% 26
2023
Q3 		$4.53M Buy
22,608
+6,481
+40% +$1.44M 0.27% 39
2023
Q2 		$3.74M Sell
16,127
-5,503
-25% -$1.32M 0.21% 36
2023
Q1 		$5.65M Sell
21,630
-167,886
-89% -$46.2M 0.28% 37
2022
Q4 		$53.1M Buy
189,516
+168,543
+804% +$46.9M 2.82% 16
2022
Q3 		$5.97M Sell
20,973
-390
-2% -$127K 0.32% 34
2022
Q2 		$6.84M Sell
21,363
-149,855
-88% -$50.5M 0.32% 34
2022
Q1 		$58.9M Buy
171,218
+44,678
+35% +$14.5M 2.33% 16
2021
Q4 		$49.2M Buy
+126,540
New +$44.4M 2.2% 19

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

Heitman Real Estate Securities's SBAC Position: Q1 2026 in Review

Heitman Real Estate Securities reduced its SBA Communications (SBAC) stake by 56% in Q1 2026, selling an estimated $5.43M and leaving 22,692 shares worth $3.91M. The position accounts for 0.28% of the portfolio, ranked #45.

Heitman Real Estate Securities first reported a position in SBAC in Q4 2021 and has held it in 17 quarters since. The position peaked at $58.9M in Q1 2022. 666 funds tracked by Wall St. Rank hold SBAC as of Q1 2026.

  • Heitman Real Estate Securities held 22,692 shares of SBA Communications worth $3.91M as of Q1 2026.
  • Heitman Real Estate Securities sold 28,998 SBA Communications shares in Q1 2026, an estimated $5.43M.
  • SBA Communications made up 0.28% of Heitman Real Estate Securities's portfolio in Q1 2026, its #45 holding.
  • Heitman Real Estate Securities first reported a position in SBA Communications in Q4 2021 and has held it in 17 quarters since.
  • Heitman Real Estate Securities's SBA Communications position peaked at $58.9M in Q1 2022.
  • 666 funds tracked by Wall St. Rank held SBA Communications as of Q1 2026.

Based on Heitman Real Estate Securities's 13F filing for Q1 2026, filed 15 May 2026.