Baker Avenue Asset Management, LP

Position in SBAC — Sba Communications Corp

CIK 1432529 SAN FRANCISCO, CA

Position in SBAC

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$368,624

+$128,875 QoQ

Shares Held

2,089

+50.0% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#423

of 674 holders

Holding Since

Dec 2021

13 quarters on record

Voting authority Sole 22% Shared 0% None 78%

Real Estate · as of Jun 30, 2026

Baker Avenue Asset Management, LP holds $4,122,645 across 7 REIT - Specialty names. SBAC ranks #7 (8.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LAMR	Lamar Advertising Co/New	5,957	$929,172
2	GLPI	Gaming & Leisure Properties, Inc.	17,428	$776,068
3	EPR	Epr Properties	13,200	$765,732
4	EQIX	Equinix Inc	430	$448,227
5	IRM	Iron Mountain Inc	3,513	$443,727
6	AMT	American Tower Corp /Ma/	2,391	$391,095
7	SBAC	Sba Communications Corp This page	2,089	$368,624

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$368,624	2,089	+50.0%	Shares	Sole	2026-07-28
2026-03-31	$239,749	1,393	-37.9%	Shares	Sole	2026-05-12
2025-12-31	$433,863	2,243	+86.0%	Shares	Sole	2026-02-10
2025-09-30	$233,180	1,206	-1.6%	Shares	Sole	2025-10-31
2025-06-30	$287,679	1,225	+7.6%	Shares	Sole	2025-08-13
2025-03-31	$250,591	1,139	+1679.7%	Shares	Sole	2025-05-08
2023-09-30	$12,810	64	+93.9%	Shares	Sole	2023-11-15
2023-06-30	$7,648	33	+37.5%	Shares	Sole	2023-08-14
2023-03-31	$6,265	24	+9.1%	Shares	Sole	2023-05-16
2022-12-31	$6,166	22	-97.3%	Shares	Sole	2023-02-14
2022-06-30	$259,240	810	+0.6%	Shares	Sole	2022-08-03
2022-03-31	$277,000	805	+0.6%	Shares	Sole	2022-05-16
2021-12-31	$311,216	800	—	Shares	Sole	2022-02-11
No filing history on record for this holder in this stock.