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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
-2,000
Closed -$778K – 4099
2021
Q4 		$778K Buy
+2,000
New +$702K ﹤0.01% 2788
2021
Q2 		– Sell
-1,000
Closed -$278K – 4497
2021
Q1 		$278K Hold
1,000
– – ﹤0.01% 3393
2020
Q4 		$282K Buy
+1,000
New +$294K ﹤0.01% 2916
2020
Q2 		– Sell
-2,300
Closed -$621K – 3455
2020
Q1 		$621K Sell
2,300
-13,200
-85% -$3.48M 0.01% 1776
2019
Q4 		$3.73M Buy
15,500
+10,800
+230% +$2.56M 0.01% 1138
2019
Q3 		$1.13M Buy
4,700
+1,100
+31% +$272K ﹤0.01% 1875
2019
Q2 		$809K Sell
3,600
-7,400
-67% -$1.56M ﹤0.01% 2118
2019
Q1 		$2.2M Buy
11,000
+2,000
+22% +$363K 0.01% 1365
2018
Q4 		$1.46M Buy
9,000
+5,400
+150% +$879K 0.01% 1418
2018
Q3 		$578K Sell
3,600
-24,500
-87% -$3.91M ﹤0.01% 2352
2018
Q2 		$4.64M Buy
28,100
+24,100
+603% +$3.89M 0.01% 1058
2018
Q1 		$684K Sell
4,000
-16,000
-80% -$2.65M ﹤0.01% 2266
2017
Q4 		$3.27M Buy
20,000
+13,000
+186% +$2.07M 0.01% 1147
2017
Q3 		$1.01M Buy
+7,000
New +$997K ﹤0.01% 1727
2017
Q2 		– Sell
-5,200
Closed -$626K – 3241
2017
Q1 		$626K Sell
5,200
-13,800
-73% -$1.52M ﹤0.01% 2207
2016
Q4 		$1.96M Sell
19,000
-32,400
-63% -$3.41M 0.01% 1505
2016
Q3 		$5.76M Buy
51,400
+49,400
+2,470% +$5.59M 0.02% 802
2016
Q2 		$216K Hold
2,000
– – ﹤0.01% 2714
2016
Q1 		$200K Buy
+2,000
New +$191K ﹤0.01% 2594

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.