SCM
SBAC icon

Sophron Capital Management’s SBA Communications SBAC Stock Holding History

Sophron Capital 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
Q1 		$8.79M Buy
51,089
+36,771
+257% +$6.89M 2.59% 17
2025
Q4 		$2.77M Sell
14,318
-22,255
-61% -$4.3M 0.89% 33
2025
Q3 		$7.07M Buy
+36,573
New +$7.92M 2.18% 19
2025
Q2 		– Sell
-29,263
Closed -$6.44M – 45
2025
Q1 		$6.44M Buy
29,263
+3,201
+12% +$670K 2.19% 21
2024
Q4 		$5.31M Buy
+26,062
New +$5.87M 2.1% 20

Other funds holding SBAC

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $16B AUM 4.15% 1-Year Est. Return

Sophron Capital Management's SBAC Position: Q1 2026 in Review

Sophron Capital Management increased its SBA Communications (SBAC) stake by 257% in Q1 2026, buying an estimated $6.89M and bringing the position to 51,089 shares worth $8.79M. The position accounts for 2.59% of the portfolio, ranked #17.

Sophron Capital Management first reported a position in SBAC in Q4 2024 and has held it in 5 quarters since. 665 funds tracked by Wall St. Rank hold SBAC as of Q1 2026.

  • Sophron Capital Management held 51,089 shares of SBA Communications worth $8.79M as of Q1 2026.
  • Sophron Capital Management bought 36,771 SBA Communications shares in Q1 2026, an estimated $6.89M.
  • SBA Communications made up 2.59% of Sophron Capital Management's portfolio in Q1 2026, its #17 holding.
  • Sophron Capital Management first reported a position in SBA Communications in Q4 2024 and has held it in 5 quarters since.
  • 665 funds tracked by Wall St. Rank held SBA Communications as of Q1 2026.

Based on Sophron Capital Management's 13F filing for Q1 2026, filed 15 May 2026.