Position in SBAC
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$349,037
-$15,836 QoQ
Shares Held
1,978
-6.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#430
of 674 holders
Holding Since
Mar 2020
22 quarters on record
Voting authority
Sole 91%
Shared 0%
None 9%
Common Shares in SBAC Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026EP Wealth Advisors, LLC holds $13,015,665 across 9 REIT - Specialty names. SBAC ranks #8 (2.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMT |
American Tower Corp /Ma/
|
31,956 | $5,227,042 | |
| 2 | GLPI |
Gaming & Leisure Properties, Inc.
|
43,254 | $1,926,100 | |
| 3 | IRM |
Iron Mountain Inc
|
11,861 | $1,498,162 | |
| 4 | LAMR |
Lamar Advertising Co/New
|
8,155 | $1,272,016 | |
| 5 | EQIX |
Equinix Inc
|
1,003 | $1,045,517 | |
| 6 | EPR |
Epr Properties
|
14,067 | $816,026 | |
| 7 | DLR |
Digital Realty Trust, Inc.
|
3,586 | $643,973 | |
| 8 | SBAC |
Sba Communications Corp
This page
|
1,978 | $349,037 |
All Filings in SBAC
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $349,037 | 1,978 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $364,873 | 2,120 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $460,750 | 2,382 | Shares | Sole | 2026-02-18 | |
| 2025-06-30 | $644,400 | 2,744 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,582,971 | 7,195 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $496,864 | 2,438 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $556,498 | 2,312 | Shares | Sole | 2024-11-15 | |
| 2023-12-31 | $225,530 | 889 | Shares | Sole | 2024-02-28 | |
| 2023-09-30 | $243,206 | 1,215 | Shares | Sole | 2023-11-24 | |
| 2023-06-30 | $238,253 | 10,000 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,460,164 | 5,593 | Shares | Sole | 2023-06-05 | |
| 2022-12-31 | $328,523 | 1,172 | Shares | Sole | 2023-06-12 | |
| 2022-06-30 | $377,018 | 1,178 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $428,060 | 1,244 | Shares | Sole | 2022-05-20 | |
| 2021-12-31 | $520,897 | 1,339 | Shares | Sole | 2022-02-17 | |
| 2021-09-30 | $450,897 | 1,364 | Shares | Sole | 2021-11-23 | |
| 2021-06-30 | $446,498 | 1,401 | Shares | Sole | 2021-08-24 | |
| 2021-03-31 | $344,439 | 1,241 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $249,685 | 885 | Shares | Sole | 2021-02-18 | |
| 2020-09-30 | $275,166 | 864 | Shares | Sole | 2020-11-17 | |
| 2020-06-30 | $301,792 | 1,013 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $277,259 | 1,027 | Shares | Sole | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||