Millennium Management’s SBA Communications SBAC Stock Holding History

Millennium 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
2025 Q2	–	Sell	-4,800	Closed	-$1.06M	–	6278
2025 Q1	$1.06M	Buy	+4,800	New	+$1M	﹤0.01%	4300
2021 Q1	–	Sell	-12,000	Closed	-$3.39M	–	6443
2020 Q4	$3.39M	Buy	+12,000	New	+$3.52M	﹤0.01%	2803
2015 Q2	–	Sell	-3,500	Closed	-$410K	–	3775
2015 Q1	$410K	Buy	+3,500	New	+$413K	﹤0.01%	2860
2014 Q1	–	Sell	-3,400	Closed	-$305K	–	3832
2013 Q4	$305K	Buy	+3,400	New	+$292K	﹤0.01%	3031

Other funds holding SBAC

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

Millennium Management's SBAC Position: Q1 2026 in Review

Millennium Management reduced its SBA Communications (SBAC) stake by 82% in Q1 2026, selling an estimated $125M and leaving 145,007 shares worth $25M. The position accounts for 0.01% of the portfolio, ranked #1367.

Millennium Management first reported a position in SBAC in Q2 2013 and has held it in 52 quarters since. The position peaked at $303M in Q1 2024. 665 funds tracked by Wall St. Rank hold SBAC as of Q1 2026.

Millennium Management held 145,007 shares of SBA Communications worth $25M as of Q1 2026.
Millennium Management sold 666,536 SBA Communications shares in Q1 2026, an estimated $125M.
SBA Communications made up 0.01% of Millennium Management's portfolio in Q1 2026, its #1367 holding.
Millennium Management first reported a position in SBA Communications in Q2 2013 and has held it in 52 quarters since.
Millennium Management's SBA Communications position peaked at $303M in Q1 2024.
665 funds tracked by Wall St. Rank held SBA Communications as of Q1 2026.

Based on Millennium Management's 13F filing for Q1 2026, filed 15 May 2026.