Position in SBAC
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$83,067,858
+$28,308,406 QoQ
Shares Held
482,644
+70.5% QoQ
Ownership
0.455%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
22 quarters on record
Voting authority
Sole 99.8964039747723.ToString("F0")%
Shared 0.ToString("F0")%
None 0.10359602522770407.ToString("F0")%
Common Shares in SBAC Over Time
Shares Held
Position Value (USD)
Derivatives in SBAC
reported options exposure · as of Dec 31, 2021CallValue
$233,412
CallShares
600
PutValue
$778,040
PutShares
2,000
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in REIT - Specialty
Real Estate · as of Mar 31, 2026TWO SIGMA INVESTMENTS, LP holds $916,073,513 across 14 REIT - Specialty names. SBAC ranks #3 (9.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EQIX |
Equinix Inc
|
452,267 | $443,330,204 | |
| 2 | AMT |
American Tower Corp /Ma/
|
1,226,889 | $211,736,503 | |
| 3 | SBAC |
Sba Communications Corp
This page
|
482,644 | $83,067,858 | |
| 4 | LAMR |
Lamar Advertising Co/New
|
317,343 | $40,194,664 | |
| 5 | CCI |
Crown Castle Inc.
|
455,602 | $37,044,998 | |
| 6 | IRM |
Iron Mountain Inc
|
179,202 | $18,303,692 | |
| 7 | DLR |
Digital Realty Trust, Inc.
|
91,991 | $16,577,698 | |
| 8 | FPI |
Farmland Partners Inc.
|
1,447,658 | $16,257,199 |
All Filings in SBAC
Export CSV
29 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $83,067,858 | 482,644 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $54,759,452 | 283,097 | Shares | Sole | 2026-02-17 | |
| 2025-06-30 | $278,520 | 1,186 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $5,741,820 | 26,098 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,934,720 | 14,400 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $3,472,578 | 14,427 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $12,941,077 | 65,925 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $34,374,254 | 158,626 | Shares | Sole | 2024-05-15 | |
| 2023-09-30 | $29,700,824 | 148,378 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $112,632,347 | 485,987 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $50,300,095 | 192,669 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $26,184,037 | 93,411 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $21,210,979 | 74,516 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $34,320,241 | 107,234 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $7,294,920 | 21,200 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $233,412 | 600 | Call | Sole | 2022-02-14 | |
| 2021-12-31 | $6,388,097 | 16,421 | Shares | Sole | 2022-02-14 | |
| 2021-12-31 | $778,040 | 2,000 | Put | Sole | 2022-02-14 | |
| 2021-09-30 | $6,155,543 | 18,621 | Shares | Sole | 2021-11-15 | |
| 2021-03-31 | $277,550 | 1,000 | Put | Sole | 2021-05-17 | |
| 2021-03-31 | $27,288,438 | 98,319 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $104,705,214 | 371,124 | Shares | Sole | 2021-02-16 | |
| 2020-12-31 | $507,834 | 1,800 | Call | Sole | 2021-02-16 | |
| 2020-12-31 | $282,130 | 1,000 | Put | Sole | 2021-02-16 | |
| 2020-09-30 | $38,271,423 | 120,169 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $39,718,694 | 133,320 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $350,961 | 1,300 | Call | Sole | 2020-05-15 | |
| 2020-03-31 | $620,931 | 2,300 | Put | Sole | 2020-05-15 | |
| 2020-03-31 | $28,012,087 | 103,760 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||