Walleye Capital
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Walleye Capital’s SBA Communications SBAC Stock Holding History

Walleye Capital’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
Q2 		$11.1M Sell
63,135
-41,418
-40% -$8.54M 0.04% 429
2026
Q1 		$18M Buy
+104,553
New +$19.6M 0.07% 231
2025
Q2 		– Sell
-77,320
Closed -$17M – 4976
2025
Q1 		$17M Buy
77,320
+10,273
+15% +$2.15M 0.08% 253
2024
Q4 		$13.7M Buy
67,047
+6,165
+10% +$1.39M 0.03% 469
2024
Q3 		$14.7M Buy
60,882
+9,857
+19% +$2.18M 0.03% 490
2024
Q2 		$10M Buy
51,025
+50,293
+6,871% +$9.95M 0.02% 755
2024
Q1 		$159K Buy
+732
New +$163K ﹤0.01% 4119
2023
Q3 		– Sell
-9,821
Closed -$2.19M – 5275
2023
Q2 		$2.28M Sell
9,821
-10,460
-52% -$2.5M 0.01% 1245
2023
Q1 		$5.29M Buy
+20,281
New +$5.58M 0.08% 305
2021
Q3 		– Sell
-9,743
Closed -$3.1M – 1782
2021
Q2 		$3.1M Buy
+9,743
New +$2.92M 0.11% 161
2020
Q4 		– Sell
-1,902
Closed -$606K – 1086
2020
Q3 		$606K Sell
1,902
-15,633
-89% -$4.78M 0.07% 333
2020
Q2 		$5.22M Buy
17,535
+11,565
+194% +$3.41M 1.17% 4
2020
Q1 		$1.61M Buy
+5,970
New +$1.58M 0.35% 70

Other funds holding SBAC

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Walleye Capital's SBAC Position: Q2 2026 in Review

Walleye Capital reduced its SBA Communications (SBAC) stake by 40% in Q2 2026, selling an estimated $8.54M and leaving 63,135 shares worth $11.1M. The position accounts for 0.04% of the portfolio, ranked #429.

Walleye Capital first reported a position in SBAC in Q1 2020 and has held it in 13 quarters since. The position peaked at $18M in Q1 2026. 682 funds tracked by Wall St. Rank hold SBAC as of Q2 2026.

  • Walleye Capital held 63,135 shares of SBA Communications worth $11.1M as of Q2 2026.
  • Walleye Capital sold 41,418 SBA Communications shares in Q2 2026, an estimated $8.54M.
  • SBA Communications made up 0.04% of Walleye Capital's portfolio in Q2 2026, its #429 holding.
  • Walleye Capital first reported a position in SBA Communications in Q1 2020 and has held it in 13 quarters since.
  • Walleye Capital's SBA Communications position peaked at $18M in Q1 2026.
  • 682 funds tracked by Wall St. Rank held SBA Communications as of Q2 2026.

Based on Walleye Capital's 13F filing for Q2 2026, filed 3 Aug 2026.