Two Sigma Advisers’s SBA Communications SBAC Stock Holding History

Two Sigma Advisers’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	–	Sell	-71,400	Closed	-$13.8M	–	1756
2025 Q4	$13.8M	Buy	+71,400	New	+$13.8M	0.03%	444
2024 Q2	–	Sell	-38,700	Closed	-$8.39M	–	2654
2024 Q1	$8.39M	Buy	38,700 +29,700	+330%	+$6.61M	0.02%	592
2023 Q4	$2.28M	Sell	9,000 -202,400	-96%	-$45.4M	0.01%	1212
2023 Q3	$42.3M	Sell	211,400 -172,900	-45%	-$38.5M	0.11%	179
2023 Q2	$89.1M	Buy	384,300 +147,100	+62%	+$35.2M	0.23%	110
2023 Q1	$61.9M	Buy	237,200 +106,600	+82%	+$29.3M	0.16%	126
2022 Q4	$36.6M	Buy	130,600 +30,900	+31%	+$8.6M	0.1%	203
2022 Q3	$28.4M	Buy	99,700 +20,600	+26%	+$6.69M	0.08%	245
2022 Q2	$25.3M	Buy	79,100 +42,200	+114%	+$14.2M	0.07%	278
2022 Q1	$12.7M	Buy	36,900 +30,900	+515%	+$10M	0.03%	434
2021 Q4	$2.33M	Buy	+6,000	New	+$2.11M	0.01%	1115
2021 Q3	–	Sell	-67,059	Closed	-$21.4M	–	2645
2021 Q2	$21.4M	Sell	67,059 -392,900	-85%	-$118M	0.06%	318
2021 Q1	$128M	Sell	459,959 -4,900	-1%	-$1.3M	0.35%	62
2020 Q4	$131M	Buy	464,859 +29,500	+7%	+$8.66M	0.35%	65
2020 Q3	$139M	Sell	435,359 -1,574	-0.4%	-$481K	0.4%	59
2020 Q2	$130M	Buy	436,933 +86,900	+25%	+$25.7M	0.38%	52
2020 Q1	$94.5M	Sell	350,033 -182,600	-34%	-$48.2M	0.36%	59
2019 Q4	$128M	Sell	532,633 -74,300	-12%	-$17.6M	0.3%	82
2019 Q3	$146M	Sell	606,933 -192,300	-24%	-$47.6M	0.36%	68
2019 Q2	$180M	Sell	799,233 -36,800	-4%	-$7.77M	0.45%	42
2019 Q1	$167M	Buy	836,033 +81,800	+11%	+$14.8M	0.42%	56
2018 Q4	$122M	Buy	754,233 +153,300	+26%	+$25M	0.33%	74
2018 Q3	$96.5M	Sell	600,933 -35,400	-6%	-$5.64M	0.24%	119
2018 Q2	$105M	Buy	636,333 +219,700	+53%	+$35.5M	0.28%	84
2018 Q1	$71.2M	Sell	416,633 -97,200	-19%	-$16.1M	0.19%	144
2017 Q4	$83.9M	Buy	513,833 +382,026	+290%	+$60.7M	0.23%	116
2017 Q3	$19M	Sell	131,807 -506,176	-79%	-$72.1M	0.05%	377
2017 Q2	$86.1M	Sell	637,983 -45,291	-7%	-$5.88M	0.28%	77
2017 Q1	$82.2M	Buy	683,274 +403,530	+144%	+$44.6M	0.27%	91
2016 Q4	$28.9M	Sell	279,744 -14,618	-5%	-$1.54M	0.11%	224
2016 Q3	$33M	Buy	294,362 +10,000	+4%	+$1.13M	0.14%	165
2016 Q2	$30.7M	Buy	284,362 +210,000	+282%	+$21.3M	0.16%	158
2016 Q1	$7.45M	Buy	+74,362	New	+$7.1M	0.04%	409
2015 Q4	–	Sell	-66,457	Closed	-$7.05M	–	2003
2015 Q3	$7.05M	Buy	+66,457	New	+$7.74M	0.04%	389
2015 Q1	–	Sell	-119,053	Closed	-$13.2M	–	2318
2014 Q4	$13.2M	Sell	119,053 -360,200	-75%	-$40.5M	0.1%	238
2014 Q3	$53.1M	Sell	479,253 -82,100	-15%	-$8.87M	0.4%	57
2014 Q2	$57.4M	Sell	561,353 -84,300	-13%	-$8.09M	0.45%	35
2014 Q1	$58.7M	Sell	645,653 -56,300	-8%	-$5.22M	0.53%	31
2013 Q4	$63.1M	Buy	701,953 +109,100	+18%	+$9.37M	0.61%	27
2013 Q3	$47.7M	Sell	592,853 -272,400	-31%	-$20.7M	0.57%	29
2013 Q2	$64.1M	Buy	+865,253	New	+$66M	0.92%	11

Other funds holding SBAC

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

Two Sigma Advisers's SBAC Position: Q1 2026 in Review

Two Sigma Advisers sold out of SBA Communications (SBAC) in Q1 2026, closing a stake of 71,400 shares — an estimated $13.8M sold.

Two Sigma Advisers first reported a position in SBAC in Q2 2013 and held it in 41 quarters. The position peaked at $180M in Q2 2019. 665 funds tracked by Wall St. Rank hold SBAC as of Q1 2026.

Two Sigma Advisers reported no remaining SBA Communications position as of Q1 2026 after selling out during the quarter.
Two Sigma Advisers sold 71,400 SBA Communications shares in Q1 2026, an estimated $13.8M.
Two Sigma Advisers first reported a position in SBA Communications in Q2 2013 and held it in 41 quarters.
Two Sigma Advisers's SBA Communications position peaked at $180M in Q2 2019.
665 funds tracked by Wall St. Rank held SBA Communications as of Q1 2026.

Based on Two Sigma Advisers's 13F filing for Q1 2026.