Point72 Asset Management’s SBA Communications SBAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $17.6M | Sell |
101,998
-16,168
| -14% | -$3.03M | 0.02% | 880 |
|
|
2025
Q4 | $22.9M | Buy |
118,166
+33,478
| +40% | +$6.47M | 0.03% | 798 |
|
|
2025
Q3 | $16.4M | Buy |
+84,688
| New | +$18.3M | 0.03% | 624 |
|
|
2024
Q2 | – | Sell |
-416,600
| Closed | -$90.3M | – | 2378 |
|
|
2024
Q1 | $90.3M | Buy |
416,600
+353,470
| +560% | +$78.6M | 0.22% | 103 |
|
|
2023
Q4 | $16M | Buy |
+63,130
| New | +$14.2M | 0.04% | 518 |
|
|
2022
Q3 | – | Sell |
-2,505
| Closed | -$802K | – | 1697 |
|
|
2022
Q2 | $802K | Buy |
+2,505
| New | +$844K | ﹤0.01% | 1121 |
|
|
2022
Q1 | – | Sell |
-50,000
| Closed | -$19.5M | – | 1365 |
|
|
2021
Q4 | $19.5M | Buy |
+50,000
| New | +$17.6M | 0.08% | 343 |
|
|
2021
Q3 | – | Sell |
-38,200
| Closed | -$12.2M | – | 1217 |
|
|
2021
Q2 | $12.2M | Buy |
+38,200
| New | +$11.5M | 0.05% | 400 |
|
|
2020
Q2 | – | Sell |
-48,021
| Closed | -$13M | – | 994 |
|
|
2020
Q1 | $13M | Buy |
48,021
+44,421
| +1,234% | +$11.7M | 0.11% | 274 |
|
|
2019
Q4 | $868K | Buy |
3,600
+1,400
| +64% | +$332K | ﹤0.01% | 727 |
|
|
2019
Q3 | $531K | Buy |
+2,200
| New | +$544K | ﹤0.01% | 780 |
|
|
2019
Q2 | – | Sell |
-2,662
| Closed | -$531K | – | 1504 |
|
|
2019
Q1 | $531K | Buy |
+2,662
| New | +$483K | ﹤0.01% | 863 |
|
|
2018
Q2 | – | Sell |
-19,900
| Closed | -$3.21M | – | 1158 |
|
|
2018
Q1 | $3.4M | Sell |
19,900
-166,805
| -89% | -$27.6M | 0.01% | 659 |
|
|
2017
Q4 | $30.5M | Buy |
186,705
+117,491
| +170% | +$18.7M | 0.13% | 208 |
|
|
2017
Q3 | $9.97M | Buy |
69,214
+54,406
| +367% | +$7.75M | 0.04% | 401 |
|
|
2017
Q2 | $2M | Sell |
14,808
-25,192
| -63% | -$3.27M | 0.01% | 653 |
|
|
2017
Q1 | $4.82M | Sell |
40,000
-39,400
| -50% | -$4.35M | 0.03% | 533 |
|
|
2016
Q4 | $8.2M | Buy |
79,400
+16,600
| +26% | +$1.75M | 0.06% | 354 |
|
|
2016
Q3 | $7.04M | Buy |
+62,800
| New | +$7.1M | 0.05% | 344 |
|
|
2016
Q1 | – | Sell |
-148,100
| Closed | -$15.6M | – | 827 |
|
|
2015
Q4 | $15.6M | Buy |
+148,100
| New | +$16M | 0.13% | 199 |
|
|
2015
Q2 | – | Sell |
-10,800
| Closed | -$1.26M | – | 834 |
|
|
2015
Q1 | $1.26M | Sell |
10,800
-153,300
| -93% | -$18.1M | 0.01% | 602 |
|
|
2014
Q4 | $18.2M | Buy |
+164,100
| New | +$18.5M | 0.13% | 228 |
|
|
2014
Q3 | – | Sell |
-339,200
| Closed | -$34.7M | – | 745 |
|
|
2014
Q2 | $34.7M | Buy |
+339,200
| New | +$32.6M | 0.22% | 129 |
|
Other funds holding SBAC
VPM
VCM
Point72 Asset Management's SBAC Position: Q1 2026 in Review
Point72 Asset Management reduced its SBA Communications (SBAC) stake by 14% in Q1 2026, selling an estimated $3.03M and leaving 101,998 shares worth $17.6M. The position accounts for 0.02% of the portfolio, ranked #880.
Point72 Asset Management first reported a position in SBAC in Q2 2014 and has held it in 23 quarters since. The position peaked at $90.3M in Q1 2024. 665 funds tracked by Wall St. Rank hold SBAC as of Q1 2026.
- Point72 Asset Management held 101,998 shares of SBA Communications worth $17.6M as of Q1 2026.
- Point72 Asset Management sold 16,168 SBA Communications shares in Q1 2026, an estimated $3.03M.
- SBA Communications made up 0.02% of Point72 Asset Management's portfolio in Q1 2026, its #880 holding.
- Point72 Asset Management first reported a position in SBA Communications in Q2 2014 and has held it in 23 quarters since.
- Point72 Asset Management's SBA Communications position peaked at $90.3M in Q1 2024.
- 665 funds tracked by Wall St. Rank held SBA Communications as of Q1 2026.
Based on Point72 Asset Management's 13F filing for Q1 2026, filed 15 May 2026.