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Voyager Global Management’s SBA Communications SBAC Stock Holding History

Voyager Global 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
2025
Q1 		– Sell
-470,000
Closed -$95.8M – 13
2024
Q4 		$95.8M Buy
+470,000
New +$106M 3.83% 11
2024
Q3 		– Sell
-575,000
Closed -$113M – 13
2024
Q2 		$113M Buy
575,000
+375,000
+188% +$74.2M 5.04% 9
2024
Q1 		$43.3M Buy
+200,000
New +$44.5M 2.1% 13
2023
Q4 		– Sell
-550,000
Closed -$110M – 12
2023
Q3 		$110M Buy
550,000
+320,000
+139% +$71.2M 5.17% 11
2023
Q2 		$53.3M Buy
+230,000
New +$55M 2.59% 13

Other funds holding SBAC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Voyager Global Management's SBAC Position: Q1 2025 in Review

Voyager Global Management sold out of SBA Communications (SBAC) in Q1 2025, closing a stake of 470,000 shares — an estimated $95.8M sold.

Voyager Global Management first reported a position in SBAC in Q2 2023 and held it in 5 quarters. The position peaked at $113M in Q2 2024. 691 funds tracked by Wall St. Rank hold SBAC as of Q1 2025.

  • Voyager Global Management reported no remaining SBA Communications position as of Q1 2025 after selling out during the quarter.
  • Voyager Global Management sold 470,000 SBA Communications shares in Q1 2025, an estimated $95.8M.
  • Voyager Global Management first reported a position in SBA Communications in Q2 2023 and held it in 5 quarters.
  • Voyager Global Management's SBA Communications position peaked at $113M in Q2 2024.
  • 691 funds tracked by Wall St. Rank held SBA Communications as of Q1 2025.

Based on Voyager Global Management's 13F filing for Q1 2025, filed 15 May 2025.