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Sora Investors’s SBA Communications SBAC Stock Holding History

Sora Investors’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 		$13.5M Buy
78,573
+62,488
+388% +$11.7M 1.25% 36
2025
Q4 		$3.11M Sell
16,085
-69,630
-81% -$13.5M 0.27% 64
2025
Q3 		$16.6M Buy
+85,715
New +$18.6M 1.53% 24
2024
Q4 		– Sell
-20,000
Closed -$4.81M – 81
2024
Q3 		$4.81M Sell
20,000
-35,000
-64% -$7.76M 0.84% 42
2024
Q2 		$10.8M Buy
+55,000
New +$10.9M 1.99% 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

Sora Investors's SBAC Position: Q1 2026 in Review

Sora Investors increased its SBA Communications (SBAC) stake by 388% in Q1 2026, buying an estimated $11.7M and bringing the position to 78,573 shares worth $13.5M. The position accounts for 1.25% of the portfolio, ranked #36.

Sora Investors first reported a position in SBAC in Q2 2024 and has held it in 5 quarters since. The position peaked at $16.6M in Q3 2025. 665 funds tracked by Wall St. Rank hold SBAC as of Q1 2026.

  • Sora Investors held 78,573 shares of SBA Communications worth $13.5M as of Q1 2026.
  • Sora Investors bought 62,488 SBA Communications shares in Q1 2026, an estimated $11.7M.
  • SBA Communications made up 1.25% of Sora Investors's portfolio in Q1 2026, its #36 holding.
  • Sora Investors first reported a position in SBA Communications in Q2 2024 and has held it in 5 quarters since.
  • Sora Investors's SBA Communications position peaked at $16.6M in Q3 2025.
  • 665 funds tracked by Wall St. Rank held SBA Communications as of Q1 2026.

Based on Sora Investors's 13F filing for Q1 2026, filed 15 May 2026.