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John Overdeck’s SBA Communications SBAC Stock Holding History

John Overdeck’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
2022
Q1 		– Sell
-600
Closed -$233K – 4098
2021
Q4 		$233K Buy
+600
New +$211K ﹤0.01% 3820
2021
Q1 		– Sell
-1,800
Closed -$508K – 4199
2020
Q4 		$508K Buy
+1,800
New +$528K ﹤0.01% 2507
2020
Q2 		– Sell
-1,300
Closed -$351K – 3454
2020
Q1 		$351K Sell
1,300
-9,300
-88% -$2.45M ﹤0.01% 2191
2019
Q4 		$2.55M Buy
10,600
+5,100
+93% +$1.21M 0.01% 1394
2019
Q3 		$1.33M Buy
5,500
+1,300
+31% +$322K ﹤0.01% 1750
2019
Q2 		$944K Sell
4,200
-11,800
-74% -$2.49M ﹤0.01% 1973
2019
Q1 		$3.19M Buy
16,000
+8,300
+108% +$1.5M 0.01% 1190
2018
Q4 		$1.25M Buy
7,700
+4,200
+120% +$684K ﹤0.01% 1504
2018
Q3 		$562K Sell
3,500
-26,100
-88% -$4.16M ﹤0.01% 2369
2018
Q2 		$4.89M Buy
29,600
+24,100
+438% +$3.89M 0.01% 1028
2018
Q1 		$940K Sell
5,500
-10,500
-66% -$1.74M ﹤0.01% 2048
2017
Q4 		$2.61M Buy
16,000
+12,000
+300% +$1.91M 0.01% 1293
2017
Q3 		$576K Buy
4,000
+1,000
+33% +$142K ﹤0.01% 2060
2017
Q2 		$405K Sell
3,000
-2,900
-49% -$377K ﹤0.01% 2473
2017
Q1 		$710K Sell
5,900
-6,700
-53% -$740K ﹤0.01% 2117
2016
Q4 		$1.3M Sell
12,600
-16,600
-57% -$1.75M 0.01% 1815
2016
Q3 		$3.27M Buy
+29,200
New +$3.3M 0.01% 1145
2016
Q2 		– Sell
-2,000
Closed -$200K – 3191
2016
Q1 		$200K Buy
+2,000
New +$191K ﹤0.01% 2593
2015
Q4 		– Sell
-3,000
Closed -$314K – 2950
2015
Q3 		$314K Buy
3,000
+1,000
+50% +$117K ﹤0.01% 1774
2015
Q2 		$230K Buy
+2,000
New +$235K ﹤0.01% 2557

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

John Overdeck's SBAC Position: Q2 2026 in Review

John Overdeck reduced its SBA Communications (SBAC) stake by 94% in Q2 2026, selling an estimated $93.8M and leaving 27,917 shares worth $4.93M. The position accounts for ﹤0.01% of the portfolio, ranked #2166.

John Overdeck first reported a position in SBAC in Q2 2013 and has held it in 50 quarters since. The position peaked at $160M in Q1 2019. 676 funds tracked by Wall St. Rank hold SBAC as of Q2 2026.

  • John Overdeck held 27,917 shares of SBA Communications worth $4.93M as of Q2 2026.
  • John Overdeck sold 454,727 SBA Communications shares in Q2 2026, an estimated $93.8M.
  • SBA Communications made up ﹤0.01% of John Overdeck's portfolio in Q2 2026, its #2166 holding.
  • John Overdeck first reported a position in SBA Communications in Q2 2013 and has held it in 50 quarters since.
  • John Overdeck's SBA Communications position peaked at $160M in Q1 2019.
  • 676 funds tracked by Wall St. Rank held SBA Communications as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.