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Rush Island Management’s SBA Communications SBAC Stock Holding History

Rush Island 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 		$80.5M Sell
456,290
-522,100
-53% -$108M 5.34% 8
2026
Q1 		$168M Sell
978,390
-199,205
-17% -$37.3M 11.3% 2
2025
Q4 		$228M Buy
1,177,595
+234,072
+25% +$45.2M 14.23% 1
2025
Q3 		$182M Buy
943,523
+582,862
+162% +$126M 12.51% 1
2025
Q2 		$84.7M Sell
360,661
-187,322
-34% -$42.9M 5.47% 8
2025
Q1 		$121M Buy
+547,983
New +$115M 7.68% 8
2024
Q4 		– Sell
-199,009
Closed -$47.9M – 19
2024
Q3 		$47.9M Buy
+199,009
New +$44.1M 3.7% 9

Other funds holding SBAC

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Rush Island Management's SBAC Position: Q2 2026 in Review

Rush Island Management reduced its SBA Communications (SBAC) stake by 53% in Q2 2026, selling an estimated $108M and leaving 456,290 shares worth $80.5M. The position accounts for 5.34% of the portfolio, ranked #8.

Rush Island Management first reported a position in SBAC in Q3 2024 and has held it in 7 quarters since. The position peaked at $228M in Q4 2025. 681 funds tracked by Wall St. Rank hold SBAC as of Q2 2026.

  • Rush Island Management held 456,290 shares of SBA Communications worth $80.5M as of Q2 2026.
  • Rush Island Management sold 522,100 SBA Communications shares in Q2 2026, an estimated $108M.
  • SBA Communications made up 5.34% of Rush Island Management's portfolio in Q2 2026, its #8 holding.
  • Rush Island Management first reported a position in SBA Communications in Q3 2024 and has held it in 7 quarters since.
  • Rush Island Management's SBA Communications position peaked at $228M in Q4 2025.
  • 681 funds tracked by Wall St. Rank held SBA Communications as of Q2 2026.

Based on Rush Island Management's 13F filing for Q2 2026, filed 14 Aug 2026.