Point72 Asset Management’s SBA Communications SBAC Stock Holding History

Point72 Asset 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
2022 Q3	–	Sell	-5,200	Closed	-$1.66M	–	1698
2022 Q2	$1.66M	Buy	+5,200	New	+$1.75M	0.01%	974
2019 Q2	–	Sell	-413,200	Closed	-$82.5M	–	1505
2019 Q1	$82.5M	Sell	413,200 -16,800	-4%	-$3.05M	0.37%	60
2018 Q4	$69.6M	Sell	430,000 -170,000	-28%	-$27.7M	0.34%	80
2018 Q3	$96.4M	Buy	600,000 +45,000	+8%	+$7.17M	0.4%	64
2018 Q2	$91.6M	Buy	+555,000	New	+$89.6M	0.37%	63

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

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.