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Sustainable Insight Capital Management’s SBA Communications SBAC Stock Holding History

Sustainable Insight 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 		$734K Buy
4,265
+3,200
+300% +$600K 0.25% 62
2025
Q4 		$206K Sell
1,065
-300
-22% -$58K 0.07% 75
2025
Q3 		$264K Buy
1,365
+400
+41% +$86.6K 0.08% 63
2025
Q2 		$227K Sell
965
-1,191
-55% -$273K 0.1% 57
2025
Q1 		$474K Hold
2,156
– – 0.24% 51
2024
Q4 		$439K Sell
2,156
-186
-8% -$41.9K 0.19% 50
2024
Q3 		$564K Buy
2,342
+1,042
+80% +$231K 0.26% 43
2024
Q2 		$255K Buy
1,300
+258
+25% +$51K 0.13% 64
2024
Q1 		$226K Sell
1,042
-100
-9% -$22.2K 0.16% 60
2023
Q4 		$290K Buy
+1,142
New +$256K 0.24% 49
2023
Q2 		– Sell
-800
Closed -$209K – 87
2023
Q1 		$209K Sell
800
-142
-15% -$39.1K 0.21% 84
2022
Q4 		$264K Sell
942
-670
-42% -$186K 0.3% 76
2022
Q3 		$459K Buy
1,612
+500
+45% +$162K 0.54% 48
2022
Q2 		$356K Buy
+1,112
New +$375K 0.35% 67
2022
Q1 		– Sell
-598
Closed -$233K – 138
2021
Q4 		$233K Sell
598
-2,041
-77% -$717K 0.13% 108
2021
Q3 		$872K Sell
2,639
-1,140
-30% -$394K 0.56% 36
2021
Q2 		$1.2M Buy
3,779
+176
+5% +$52.8K 0.71% 30
2021
Q1 		$1M Buy
+3,603
New +$955K 0.66% 35
2019
Q3 		– Sell
-13,500
Closed -$3.04M – 60
2019
Q2 		$3.04M Buy
13,500
+4,000
+42% +$844K 3.53% 22
2019
Q1 		$1.9M Buy
+9,500
New +$1.72M 2.44% 9
2018
Q3 		– Sell
-3,900
Closed -$644K – 88
2018
Q2 		$644K Sell
3,900
-700
-15% -$113K 0.25% 49
2018
Q1 		$786K Buy
4,600
+1,400
+44% +$232K 0.31% 42
2017
Q4 		$523K Buy
+3,200
New +$508K 0.2% 36
2017
Q2 		– Sell
-6,600
Closed -$794K – 60
2017
Q1 		$794K Sell
6,600
-10,500
-61% -$1.16M 0.39% 39
2016
Q4 		$1.77M Buy
+17,100
New +$1.8M 0.91% 29

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

Sustainable Insight Capital Management's SBAC Position: Q1 2026 in Review

Sustainable Insight Capital Management increased its SBA Communications (SBAC) stake by 300% in Q1 2026, buying an estimated $600K and bringing the position to 4,265 shares worth $734K. The position accounts for 0.25% of the portfolio, ranked #62.

Sustainable Insight Capital Management first reported a position in SBAC in Q4 2016 and has held it in 25 quarters since. The position peaked at $3.04M in Q2 2019. 666 funds tracked by Wall St. Rank hold SBAC as of Q1 2026.

  • Sustainable Insight Capital Management held 4,265 shares of SBA Communications worth $734K as of Q1 2026.
  • Sustainable Insight Capital Management bought 3,200 SBA Communications shares in Q1 2026, an estimated $600K.
  • SBA Communications made up 0.25% of Sustainable Insight Capital Management's portfolio in Q1 2026, its #62 holding.
  • Sustainable Insight Capital Management first reported a position in SBA Communications in Q4 2016 and has held it in 25 quarters since.
  • Sustainable Insight Capital Management's SBA Communications position peaked at $3.04M in Q2 2019.
  • 666 funds tracked by Wall St. Rank held SBA Communications as of Q1 2026.

Based on Sustainable Insight Capital Management's 13F filing for Q1 2026, filed 14 May 2026.