Walleye Capital
SBAC icon

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
2024
Q3 		– Sell
-20,200
Closed -$3.97M – 5797
2024
Q2 		$3.97M Sell
20,200
-79,800
-80% -$15.8M 0.01% 1463
2024
Q1 		$21.7M Buy
100,000
+90,200
+920% +$20.1M 0.04% 384
2023
Q4 		$2.49M Buy
9,800
+5,600
+133% +$1.26M 0.01% 1622
2023
Q3 		$841K Buy
4,200
+3,900
+1,300% +$868K ﹤0.01% 2400
2023
Q2 		$69.5K Buy
+300
New +$71.8K ﹤0.01% 3548

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

Walleye Capital's SBAC Position: Q1 2026 in Review

Walleye Capital opened a new position in SBA Communications (SBAC) in Q1 2026: 104,553 shares worth $18M. The stake represents 0.07% of the portfolio and ranks #231 among its holdings. This is a return to the name: Walleye Capital previously reported a position in SBAC as recently as Q1 2025.

Walleye Capital first reported a position in SBAC in Q1 2020 and has held it in 12 quarters since. 666 funds tracked by Wall St. Rank hold SBAC as of Q1 2026.

  • Walleye Capital held 104,553 shares of SBA Communications worth $18M as of Q1 2026.
  • SBA Communications was a new Walleye Capital position in Q1 2026.
  • SBA Communications made up 0.07% of Walleye Capital's portfolio in Q1 2026, its #231 holding.
  • Walleye Capital first reported a position in SBA Communications in Q1 2020 and has held it in 12 quarters since.
  • 666 funds tracked by Wall St. Rank held SBA Communications as of Q1 2026.

Based on Walleye Capital's 13F filing for Q1 2026, filed 11 May 2026.