LBIM
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Land & Buildings Investment Management’s SBA Communications SBAC Stock Holding History

Land & Buildings Investment Management’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 		$10.3M Buy
+60,094
New +$11.3M 1.75% 20
2024
Q1 		– Sell
-151,505
Closed -$38.4M – 22
2023
Q4 		$38.4M Buy
151,505
+8,128
+6% +$1.82M 8.83% 5
2023
Q3 		$28.7M Buy
143,377
+113,130
+374% +$25.2M 6.3% 8
2023
Q2 		$7.01M Buy
30,247
+6,654
+28% +$1.59M 1.48% 18
2023
Q1 		$6.16M Sell
23,593
-43,266
-65% -$11.9M 1.42% 18
2022
Q4 		$18.7M Sell
66,859
-58,453
-47% -$16.3M 4.04% 11
2022
Q3 		$35.7M Buy
125,312
+13,060
+12% +$4.24M 7.85% 4
2022
Q2 		$35.9M Buy
112,252
+12,118
+12% +$4.08M 8.21% 5
2022
Q1 		$34.5M Buy
100,134
+33,170
+50% +$10.8M 5.56% 7
2021
Q4 		$26.1M Sell
66,964
-22,550
-25% -$7.92M 4.21% 9
2021
Q3 		$29.6M Sell
89,514
-12,450
-12% -$4.31M 4.97% 10
2021
Q2 		$32.5M Sell
101,964
-670
-0.7% -$201K 6.09% 6
2021
Q1 		$28.5M Sell
102,634
-1,560
-1% -$413K 6.05% 5
2020
Q4 		$29.4M Sell
104,194
-36,189
-26% -$10.6M 6.45% 5
2020
Q3 		$44.7M Buy
140,383
+15,810
+13% +$4.83M 7.75% 3
2020
Q2 		$37.1M Sell
124,573
-12,577
-9% -$3.71M 9.09% 1
2020
Q1 		$37M Buy
137,150
+13,858
+11% +$3.66M 14.95% 1
2019
Q4 		$29.7M Buy
123,292
+72,340
+142% +$17.2M 5.47% 8
2019
Q3 		$12.3M Buy
50,952
+22,307
+78% +$5.52M 2.71% 15
2019
Q2 		$6.44M Sell
28,645
-1,200
-4% -$253K 1.59% 16
2019
Q1 		$5.96M Sell
29,845
-58,940
-66% -$10.7M 1.46% 15
2018
Q4 		$14.4M Sell
88,785
-30,800
-26% -$5.01M 3.98% 12
2018
Q3 		$19.2M Sell
119,585
-79,250
-40% -$12.6M 4.14% 9
2018
Q2 		$32.8M Buy
198,835
+40,700
+26% +$6.57M 6.57% 8
2018
Q1 		$27M Buy
158,135
+1,164
+0.7% +$193K 5.27% 8
2017
Q4 		$25.6M Buy
156,971
+54,700
+53% +$8.69M 5.12% 8
2017
Q3 		$14.7M Buy
102,271
+26,371
+35% +$3.75M 3.62% 9
2017
Q2 		$10.2M Buy
+75,900
New +$9.86M 2.64% 11
2017
Q1 		– Sell
-124,825
Closed -$12.9M – 14
2016
Q4 		$12.9M Buy
+124,825
New +$13.1M 3.16% 11
2015
Q4 		– Sell
-99,905
Closed -$10.5M – 22
2015
Q3 		$10.5M Buy
99,905
+26,000
+35% +$3.03M 4.37% 7
2015
Q2 		$8.5M Buy
73,905
+8,100
+12% +$951K 4.82% 6
2015
Q1 		$7.71M Buy
65,805
+15,500
+31% +$1.83M 2.72% 12
2014
Q4 		$5.57M Sell
50,305
-16,600
-25% -$1.87M 4.45% 9
2014
Q3 		$7.42M Sell
66,905
-12,800
-16% -$1.38M 7.25% 4
2014
Q2 		$8.15M Sell
79,705
-11,100
-12% -$1.07M 6.51% 7
2014
Q1 		$8.26M Sell
90,805
-3,920
-4% -$363K 8.01% 2
2013
Q4 		$7.62M Buy
94,725
+2,300
+2% +$198K 6.66% 3
2013
Q3 		$7.44M Sell
92,425
-1,800
-2% -$136K 7.19% 3
2013
Q2 		$6.98M Buy
+94,225
New +$7.18M 6.56% 4

Other funds holding SBAC

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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 $12.5B AUM 7.49% 1-Year Est. Return

Land & Buildings Investment Management's SBAC Position: Q1 2026 in Review

Land & Buildings Investment Management opened a new position in SBA Communications (SBAC) in Q1 2026: 60,094 shares worth $10.3M. The stake represents 1.75% of the portfolio and ranks #20 among its holdings. This is a return to the name: Land & Buildings Investment Management previously reported a position in SBAC as recently as Q4 2023.

Land & Buildings Investment Management first reported a position in SBAC in Q2 2013 and has held it in 39 quarters since. The position peaked at $44.7M in Q3 2020. 666 funds tracked by Wall St. Rank hold SBAC as of Q1 2026.

  • Land & Buildings Investment Management held 60,094 shares of SBA Communications worth $10.3M as of Q1 2026.
  • SBA Communications was a new Land & Buildings Investment Management position in Q1 2026.
  • SBA Communications made up 1.75% of Land & Buildings Investment Management's portfolio in Q1 2026, its #20 holding.
  • Land & Buildings Investment Management first reported a position in SBA Communications in Q2 2013 and has held it in 39 quarters since.
  • Land & Buildings Investment Management's SBA Communications position peaked at $44.7M in Q3 2020.
  • 666 funds tracked by Wall St. Rank held SBA Communications as of Q1 2026.

Based on Land & Buildings Investment Management's 13F filing for Q1 2026, filed 15 May 2026.