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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
Q2 		$3.92M Sell
22,201
-28,888
-57% -$5.96M 1.21% 31
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 $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

Sophron Capital Management's SBAC Position: Q2 2026 in Review

Sophron Capital Management reduced its SBA Communications (SBAC) stake by 57% in Q2 2026, selling an estimated $5.96M and leaving 22,201 shares worth $3.92M. The position accounts for 1.21% of the portfolio, ranked #31.

Sophron Capital Management first reported a position in SBAC in Q4 2024 and has held it in 6 quarters since. The position peaked at $8.79M in Q1 2026. 682 funds tracked by Wall St. Rank hold SBAC as of Q2 2026.

  • Sophron Capital Management held 22,201 shares of SBA Communications worth $3.92M as of Q2 2026.
  • Sophron Capital Management sold 28,888 SBA Communications shares in Q2 2026, an estimated $5.96M.
  • SBA Communications made up 1.21% of Sophron Capital Management's portfolio in Q2 2026, its #31 holding.
  • Sophron Capital Management first reported a position in SBA Communications in Q4 2024 and has held it in 6 quarters since.
  • Sophron Capital Management's SBA Communications position peaked at $8.79M in Q1 2026.
  • 682 funds tracked by Wall St. Rank held SBA Communications as of Q2 2026.

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