Ray Dalio
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Ray Dalio’s SBA Communications SBAC Stock Holding History

Ray Dalio’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 		$2.52M Buy
+14,652
New +$2.75M 0.01% 598
2024
Q1 		– Sell
-13,705
Closed -$3.48M – 783
2023
Q4 		$3.48M Buy
13,705
+2,077
+18% +$466K 0.02% 428
2023
Q3 		$2.33M Buy
+11,628
New +$2.59M 0.01% 477
2023
Q1 		– Sell
-38,918
Closed -$10.9M – 871
2022
Q4 		$10.9M Buy
38,918
+14,453
+59% +$4.02M 0.06% 240
2022
Q3 		$6.96M Sell
24,465
-5,694
-19% -$1.85M 0.04% 317
2022
Q2 		$9.65M Buy
30,159
+8,708
+41% +$2.93M 0.04% 340
2022
Q1 		$7.38M Buy
21,451
+9,840
+85% +$3.19M 0.03% 368
2021
Q4 		$4.52M Buy
11,611
+9,376
+420% +$3.29M 0.03% 321
2021
Q3 		$739K Buy
+2,235
New +$773K ﹤0.01% 558
2020
Q3 		– Sell
-2,849
Closed -$849K – 495
2020
Q2 		$849K Sell
2,849
-1,767
-38% -$522K 0.01% 201
2020
Q1 		$1.25M Buy
+4,616
New +$1.22M 0.02% 175
2019
Q4 		– Sell
-7,177
Closed -$1.73M – 560
2019
Q3 		$1.73M Buy
+7,177
New +$1.78M 0.02% 205
2016
Q4 		– Sell
-19,604
Closed -$2.2M – 336
2016
Q3 		$2.2M Buy
+19,604
New +$2.22M 0.02% 187
2016
Q1 		– Sell
-10,714
Closed -$1.13M – 303
2015
Q4 		$1.13M Buy
+10,714
New +$1.16M 0.01% 217
2014
Q3 		– Sell
-2,400
Closed -$246K – 417
2014
Q2 		$246K Sell
2,400
-5,600
-70% -$538K ﹤0.01% 276
2014
Q1 		$728K Buy
+8,000
New +$742K 0.01% 260
2013
Q3 		– Sell
-7,400
Closed -$548K – 395
2013
Q2 		$548K Buy
+7,400
New +$564K ﹤0.01% 241

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

Ray Dalio's SBAC Position: Q1 2026 in Review

Ray Dalio opened a new position in SBA Communications (SBAC) in Q1 2026: 14,652 shares worth $2.52M. The stake represents 0.01% of the portfolio and ranks #598 among its holdings. This is a return to the name: Ray Dalio previously reported a position in SBAC as recently as Q4 2023.

Ray Dalio first reported a position in SBAC in Q2 2013 and has held it in 17 quarters since. The position peaked at $10.9M in Q4 2022. 666 funds tracked by Wall St. Rank hold SBAC as of Q1 2026.

  • Ray Dalio held 14,652 shares of SBA Communications worth $2.52M as of Q1 2026.
  • SBA Communications was a new Ray Dalio position in Q1 2026.
  • SBA Communications made up 0.01% of Ray Dalio's portfolio in Q1 2026, its #598 holding.
  • Ray Dalio first reported a position in SBA Communications in Q2 2013 and has held it in 17 quarters since.
  • Ray Dalio's SBA Communications position peaked at $10.9M in Q4 2022.
  • 666 funds tracked by Wall St. Rank held SBA Communications as of Q1 2026.

Based on Bridgewater Associates's 13F filing for Q1 2026, filed 15 May 2026.