Holocene Advisors
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Holocene Advisors’s SBA Communications SBAC Stock Holding History

Holocene Advisors’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 		$1.94M Sell
11,263
-18,132
-62% -$3.4M ﹤0.01% 574
2025
Q4 		$5.69M Buy
29,395
+1,760
+6% +$340K 0.01% 356
2025
Q3 		$5.34M Buy
27,635
+3,357
+14% +$727K 0.01% 364
2025
Q2 		$5.7M Sell
24,278
-1,341
-5% -$307K 0.01% 352
2025
Q1 		$5.64M Buy
25,619
+10,526
+70% +$2.2M 0.02% 348
2024
Q4 		$3.08M Sell
15,093
-5,943
-28% -$1.34M 0.01% 485
2024
Q3 		$5.06M Sell
21,036
-2,142
-9% -$475K 0.02% 352
2024
Q2 		$4.55M Hold
23,178
– – 0.02% 351
2024
Q1 		$5.02M Buy
23,178
+7,313
+46% +$1.63M 0.02% 396
2023
Q4 		$4.02M Sell
15,865
-115
-0.7% -$25.8K 0.02% 392
2023
Q3 		$3.2M Buy
15,980
+3,169
+25% +$705K 0.01% 472
2023
Q2 		$2.97M Buy
+12,811
New +$3.06M 0.01% 464
2023
Q1 		– Sell
-166,114
Closed -$46.6M – 862
2022
Q4 		$46.6M Buy
+166,114
New +$46.2M 0.28% 111
2022
Q2 		– Sell
-111,799
Closed -$38.5M – 985
2022
Q1 		$38.5M Sell
111,799
-228,791
-67% -$74.2M 0.2% 142
2021
Q4 		$132M Buy
340,590
+336,616
+8,470% +$118M 0.69% 42
2021
Q3 		$1.31M Buy
+3,974
New +$1.37M 0.01% 630
2020
Q3 		– Sell
-379,716
Closed -$113M – 775
2020
Q2 		$113M Buy
+379,716
New +$112M 0.99% 29
2018
Q4 		– Sell
-76,757
Closed -$12.3M – 799
2018
Q3 		$12.3M Sell
76,757
-13,558
-15% -$2.16M 0.2% 95
2018
Q2 		$14.9M Buy
90,315
+18,854
+26% +$3.04M 0.32% 79
2018
Q1 		$12.2M Buy
+71,461
New +$11.8M 0.28% 65

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

Holocene Advisors's SBAC Position: Q1 2026 in Review

Holocene Advisors reduced its SBA Communications (SBAC) stake by 62% in Q1 2026, selling an estimated $3.4M and leaving 11,263 shares worth $1.94M. The position accounts for ﹤0.01% of the portfolio, ranked #574.

Holocene Advisors first reported a position in SBAC in Q1 2018 and has held it in 20 quarters since. The position peaked at $132M in Q4 2021. 665 funds tracked by Wall St. Rank hold SBAC as of Q1 2026.

  • Holocene Advisors held 11,263 shares of SBA Communications worth $1.94M as of Q1 2026.
  • Holocene Advisors sold 18,132 SBA Communications shares in Q1 2026, an estimated $3.4M.
  • SBA Communications made up ﹤0.01% of Holocene Advisors's portfolio in Q1 2026, its #574 holding.
  • Holocene Advisors first reported a position in SBA Communications in Q1 2018 and has held it in 20 quarters since.
  • Holocene Advisors's SBA Communications position peaked at $132M in Q4 2021.
  • 665 funds tracked by Wall St. Rank held SBA Communications as of Q1 2026.

Based on Holocene Advisors's 13F filing for Q1 2026, filed 15 May 2026.