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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
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 $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

Ilex Capital Partners's SBAC Position: Q1 2026 in Review

Ilex Capital Partners opened a new position in SBA Communications (SBAC) in Q1 2026: 68,582 shares worth $11.8M. The stake represents 0.29% of the portfolio and ranks #54 among its holdings. This is a return to the name: Ilex Capital Partners previously reported a position in SBAC as recently as Q3 2025.

Ilex Capital Partners first reported a position in SBAC in Q4 2024 and has held it in 3 quarters since. The position peaked at $25.6M in Q3 2025. 665 funds tracked by Wall St. Rank hold SBAC as of Q1 2026.

  • Ilex Capital Partners held 68,582 shares of SBA Communications worth $11.8M as of Q1 2026.
  • SBA Communications was a new Ilex Capital Partners position in Q1 2026.
  • SBA Communications made up 0.29% of Ilex Capital Partners's portfolio in Q1 2026, its #54 holding.
  • Ilex Capital Partners first reported a position in SBA Communications in Q4 2024 and has held it in 3 quarters since.
  • Ilex Capital Partners's SBA Communications position peaked at $25.6M in Q3 2025.
  • 665 funds tracked by Wall St. Rank held SBA Communications as of Q1 2026.

Based on Ilex Capital Partners's 13F filing for Q1 2026, filed 15 May 2026.