Position in SBAC
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$11,999
+$296 QoQ
Shares Held
68
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#571
of 674 holders
Holding Since
Mar 2020
26 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, 2026Caldwell Trust Co holds $1,105,690 across 8 REIT - Specialty names. SBAC ranks #6 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMT |
American Tower Corp /Ma/
|
3,137 | $513,119 | |
| 2 | DLR |
Digital Realty Trust, Inc.
|
2,032 | $364,906 | |
| 3 | WY |
Weyerhaeuser Co
|
5,316 | $127,265 | |
| 4 | IRM |
Iron Mountain Inc
|
363 | $45,850 | |
| 5 | RYN |
Rayonier Inc
|
1,829 | $38,921 | |
| 6 | SBAC |
Sba Communications Corp
This page
|
68 | $11,999 | |
| 7 | LAMR |
Lamar Advertising Co/New
|
16 | $2,495 | |
| 8 | CCI |
Crown Castle Inc.
|
15 | $1,135 |
All Filings in SBAC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,999 | 68 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $11,703 | 68 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $13,153 | 68 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $13,147 | 68 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $15,969 | 68 | Shares | Sole | 2025-09-22 | |
| 2025-03-31 | $14,960 | 68 | Shares | Sole | 2025-09-23 | |
| 2024-12-31 | $13,858 | 68 | Shares | Sole | 2025-09-24 | |
| 2024-09-30 | $16,367 | 68 | Shares | Sole | 2025-09-24 | |
| 2024-06-30 | $13,348 | 68 | Shares | Sole | 2025-09-24 | |
| 2024-03-31 | $14,735 | 68 | Shares | Sole | 2025-09-24 | |
| 2023-12-31 | $17,250 | 68 | Shares | Sole | 2025-10-01 | |
| 2023-09-30 | $13,611 | 68 | Shares | Sole | 2025-10-01 | |
| 2023-06-30 | $15,759 | 68 | Shares | Sole | 2025-10-01 | |
| 2023-03-31 | $17,752 | 68 | Shares | Sole | 2025-10-01 | |
| 2022-12-31 | $19,061 | 68 | Shares | Sole | 2025-10-01 | |
| 2022-09-30 | $19,356 | 68 | Shares | Sole | 2025-10-01 | |
| 2022-06-30 | $21,763 | 68 | Shares | Sole | 2025-10-02 | |
| 2022-03-31 | $23,398 | 68 | Shares | Sole | 2025-10-02 | |
| 2021-12-31 | $26,453 | 68 | Shares | Sole | 2025-10-02 | |
| 2021-09-30 | $22,478 | 68 | Shares | Sole | 2025-10-02 | |
| 2021-06-30 | $21,671 | 68 | Shares | Sole | 2025-10-02 | |
| 2021-03-31 | $18,873 | 68 | Shares | Sole | 2025-10-02 | |
| 2020-12-31 | $19,184 | 68 | Shares | Sole | 2025-10-02 | |
| 2020-09-30 | $21,656 | 68 | Shares | Sole | 2025-10-02 | |
| 2020-06-30 | $20,258 | 68 | Shares | Sole | 2025-10-02 | |
| 2020-03-31 | $18,357 | 68 | Shares | Sole | 2025-10-02 | |
| No filing history on record for this holder in this stock. | ||||||