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Morningstar Investment Management’s SBA Communications SBAC Stock Holding History

Morningstar 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
Q2 		$1.75M Hold
10,144
– – 0.11% 183
2026
Q1 		$1.75M Buy
10,144
+800
+9% +$150K 0.11% 181
2025
Q4 		$1.81M Buy
+9,344
New +$1.81M 0.11% 178

Other funds holding SBAC

WHRC
W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
SC
Skylands Capital Milwaukee, Wisconsin $814M AUM 32.37% 1-Year Est. Return
MSRPS
Maryland State Retirement & Pension System Baltimore, Maryland $5.84B AUM 38.19% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Morningstar Investment Management's SBAC Position: Q2 2026 in Review

Morningstar Investment Management held its SBA Communications (SBAC) position steady in Q2 2026 at 10,144 shares worth $1.75M. The position accounts for 0.11% of the portfolio, ranked #183.

Morningstar Investment Management first reported a position in SBAC in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.81M in Q4 2025. 209 funds tracked by Wall St. Rank hold SBAC as of Q2 2026.

  • Morningstar Investment Management held 10,144 shares of SBA Communications worth $1.75M as of Q2 2026.
  • Morningstar Investment Management left its SBA Communications share count unchanged in Q2 2026.
  • SBA Communications made up 0.11% of Morningstar Investment Management's portfolio in Q2 2026, its #183 holding.
  • Morningstar Investment Management first reported a position in SBA Communications in Q4 2025 and has held it in 3 quarters since.
  • Morningstar Investment Management's SBA Communications position peaked at $1.81M in Q4 2025.
  • 209 funds tracked by Wall St. Rank held SBA Communications as of Q2 2026.

Based on Morningstar Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.