Oak Thistle LLC

Position in SBAC — Sba Communications Corp

CIK 1755987 NEW YORK, NY

Position in SBAC

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$4,360,326

+$1,317,938 QoQ

Shares Held

24,710

+39.8% QoQ

Ownership

0.023%

of shares outstanding

% of Portfolio

0.43%

of 13F equity value

Holder Rank

#191

of 674 holders

Holding Since

Jun 2022

12 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Oak Thistle LLC holds $13,152,384 across 6 REIT - Specialty names. SBAC ranks #1 (33.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SBAC	Sba Communications Corp This page	24,710	$4,360,326
2	AMT	American Tower Corp /Ma/	17,217	$2,816,184
3	EQIX	Equinix Inc	1,981	$2,064,974
4	RYN	Rayonier Inc	67,014	$1,426,057
5	WY	Weyerhaeuser Co	52,773	$1,263,385
6	EPR	Epr Properties	21,056	$1,221,458

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,360,326	24,710	+39.8%	Shares	Sole	2026-07-21
2026-03-31	$3,042,388	17,677	+101.3%	Shares	Sole	2026-04-13
2025-12-31	$1,698,702	8,782	+26.0%	Shares	Sole	2026-01-21
2025-09-30	$1,347,649	6,970	-39.5%	Shares	Sole	2025-10-07
2025-06-30	$2,706,296	11,524	-6.2%	Shares	Sole	2025-08-08
2025-03-31	$2,702,162	12,282	+85.4%	Shares	Sole	2025-05-06
2024-12-31	$1,349,767	6,623	+76.1%	Shares	Sole	2025-01-14
2024-09-30	$905,032	3,760	+5.6%	Shares	Sole	2024-11-12
2023-12-31	$903,136	3,560	-43.4%	Shares	Sole	2024-01-22
2023-09-30	$1,258,068	6,285	+132.2%	Shares	Sole	2023-10-18
2023-06-30	$627,374	2,707	+222.3%	Shares	Sole	2023-07-26
2022-06-30	$268,842	840	—	Shares	Sole	2022-08-01
No filing history on record for this holder in this stock.