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Ilex Capital Partners’s SBA Communications SBAC Stock Holding History

Ilex Capital Partners’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 		$30.7M Buy
173,986
+105,404
+154% +$21.7M 0.63% 41
2026
Q1 		$11.8M Buy
+68,582
New +$12.9M 0.29% 54
2025
Q4 		– Sell
-132,622
Closed -$25.6M – 154
2025
Q3 		$25.6M Buy
+132,622
New +$28.7M 0.82% 39
2025
Q1 		– Sell
-46,194
Closed -$9.41M – 202
2024
Q4 		$9.41M Buy
+46,194
New +$10.4M 0.6% 30

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

Ilex Capital Partners's SBAC Position: Q2 2026 in Review

Ilex Capital Partners increased its SBA Communications (SBAC) stake by 154% in Q2 2026, buying an estimated $21.7M and bringing the position to 173,986 shares worth $30.7M. The position accounts for 0.63% of the portfolio, ranked #41.

Ilex Capital Partners first reported a position in SBAC in Q4 2024 and has held it in 4 quarters since. 682 funds tracked by Wall St. Rank hold SBAC as of Q2 2026.

  • Ilex Capital Partners held 173,986 shares of SBA Communications worth $30.7M as of Q2 2026.
  • Ilex Capital Partners bought 105,404 SBA Communications shares in Q2 2026, an estimated $21.7M.
  • SBA Communications made up 0.63% of Ilex Capital Partners's portfolio in Q2 2026, its #41 holding.
  • Ilex Capital Partners first reported a position in SBA Communications in Q4 2024 and has held it in 4 quarters since.
  • 682 funds tracked by Wall St. Rank held SBA Communications as of Q2 2026.

Based on Ilex Capital Partners's 13F filing for Q2 2026, filed 14 Aug 2026.