Position in SBAC
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$2,380,445
+$591,878 QoQ
Shares Held
13,490
+29.8% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#245
of 674 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SBAC Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026Summit Trail Advisors, LLC holds $28,963,689 across 12 REIT - Specialty names. SBAC ranks #7 (8.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WY |
Weyerhaeuser Co
|
194,720 | $4,661,596 | |
| 2 | EPR |
Epr Properties
|
53,780 | $3,119,777 | |
| 3 | LAMR |
Lamar Advertising Co/New
|
19,362 | $3,020,084 | |
| 4 | AMT |
American Tower Corp /Ma/
|
15,742 | $2,574,918 | |
| 5 | DLR |
Digital Realty Trust, Inc.
|
13,925 | $2,500,651 | |
| 6 | EQIX |
Equinix Inc
|
2,398 | $2,499,651 | |
| 7 | SBAC |
Sba Communications Corp
This page
|
13,490 | $2,380,445 | |
| 8 | GLPI |
Gaming & Leisure Properties, Inc.
|
49,198 | $2,190,786 |
All Filings in SBAC
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,380,445 | 13,490 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $1,788,567 | 10,392 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $2,759,665 | 14,267 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,436,790 | 12,603 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $3,533,872 | 15,048 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,475,992 | 11,254 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $1,584,545 | 7,775 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $1,305,316 | 5,423 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,005,841 | 5,124 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,087,617 | 5,019 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $1,241,558 | 4,894 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $982,434 | 4,908 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $1,146,053 | 4,945 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $1,165,416 | 4,464 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $1,239,811 | 4,423 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $1,278,932 | 4,493 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $1,444,705 | 4,514 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $1,522,642 | 4,425 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,707,019 | 4,388 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $1,441,615 | 4,361 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $1,383,476 | 4,341 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $1,203,734 | 4,337 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $1,225,572 | 4,344 | Shares | Sole | 2021-02-16 | |
| 2020-06-30 | $1,293,568 | 4,342 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $2,303,114 | 8,531 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||