Two Sigma Investments
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Two Sigma Investments’s SBA Communications SBAC Stock Holding History

Two Sigma Investments’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
2022
Q1 		– Sell
-600
Closed -$233K – 4098
2021
Q4 		$233K Buy
+600
New +$211K ﹤0.01% 3820
2021
Q1 		– Sell
-1,800
Closed -$508K – 4199
2020
Q4 		$508K Buy
+1,800
New +$528K ﹤0.01% 2507
2020
Q2 		– Sell
-1,300
Closed -$351K – 3454
2020
Q1 		$351K Sell
1,300
-9,300
-88% -$2.45M ﹤0.01% 2191
2019
Q4 		$2.55M Buy
10,600
+5,100
+93% +$1.21M 0.01% 1394
2019
Q3 		$1.33M Buy
5,500
+1,300
+31% +$322K ﹤0.01% 1750
2019
Q2 		$944K Sell
4,200
-11,800
-74% -$2.49M ﹤0.01% 1973
2019
Q1 		$3.19M Buy
16,000
+8,300
+108% +$1.5M 0.01% 1190
2018
Q4 		$1.25M Buy
7,700
+4,200
+120% +$684K ﹤0.01% 1504
2018
Q3 		$562K Sell
3,500
-26,100
-88% -$4.16M ﹤0.01% 2369
2018
Q2 		$4.89M Buy
29,600
+24,100
+438% +$3.89M 0.01% 1028
2018
Q1 		$940K Sell
5,500
-10,500
-66% -$1.74M ﹤0.01% 2048
2017
Q4 		$2.61M Buy
16,000
+12,000
+300% +$1.91M 0.01% 1293
2017
Q3 		$576K Buy
4,000
+1,000
+33% +$142K ﹤0.01% 2060
2017
Q2 		$405K Sell
3,000
-2,900
-49% -$377K ﹤0.01% 2473
2017
Q1 		$710K Sell
5,900
-6,700
-53% -$740K ﹤0.01% 2117
2016
Q4 		$1.3M Sell
12,600
-16,600
-57% -$1.75M 0.01% 1815
2016
Q3 		$3.27M Buy
+29,200
New +$3.3M 0.01% 1145
2016
Q2 		– Sell
-2,000
Closed -$200K – 3191
2016
Q1 		$200K Buy
+2,000
New +$191K ﹤0.01% 2593
2015
Q4 		– Sell
-3,000
Closed -$314K – 2950
2015
Q3 		$314K Buy
3,000
+1,000
+50% +$117K ﹤0.01% 1774
2015
Q2 		$230K Buy
+2,000
New +$235K ﹤0.01% 2557

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

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

Two Sigma Investments increased its SBA Communications (SBAC) stake by 70% in Q1 2026, buying an estimated $37.4M and bringing the position to 482,644 shares worth $83.1M. The position accounts for 0.07% of the portfolio, ranked #330.

Two Sigma Investments first reported a position in SBAC in Q2 2013 and has held it in 49 quarters since. The position peaked at $160M in Q1 2019. 665 funds tracked by Wall St. Rank hold SBAC as of Q1 2026.

  • Two Sigma Investments held 482,644 shares of SBA Communications worth $83.1M as of Q1 2026.
  • Two Sigma Investments bought 199,547 SBA Communications shares in Q1 2026, an estimated $37.4M.
  • SBA Communications made up 0.07% of Two Sigma Investments's portfolio in Q1 2026, its #330 holding.
  • Two Sigma Investments first reported a position in SBA Communications in Q2 2013 and has held it in 49 quarters since.
  • Two Sigma Investments's SBA Communications position peaked at $160M in Q1 2019.
  • 665 funds tracked by Wall St. Rank held SBA Communications as of Q1 2026.

Based on Two Sigma Investments's 13F filing for Q1 2026, filed 15 May 2026.