Position in SBAC
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$162,527,256
-$77,316,075 QoQ
Shares Held
944,322
-23.8% QoQ
Ownership
0.890%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 98.12574524367747.ToString("F0")%
Shared 0.37137755977304354.ToString("F0")%
None 1.502877196549482.ToString("F0")%
Common Shares in SBAC Over Time
Shares Held
Position Value (USD)
Derivatives in SBAC
reported options exposure · as of Sep 30, 2025CallValue
$0
CallShares
0
PutValue
$5,800,500
PutShares
30,000
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in REIT - Specialty
Real Estate · as of Mar 31, 2026GOLDMAN SACHS GROUP INC holds $3,063,789,881 across 17 REIT - Specialty names. SBAC ranks #5 (5.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EQIX |
Equinix Inc
|
916,596 | $898,484,059 | |
| 2 | AMT |
American Tower Corp /Ma/
|
4,697,393 | $810,676,081 | |
| 3 | DLR |
Digital Realty Trust, Inc.
|
2,961,971 | $533,776,790 | |
| 4 | IRM |
Iron Mountain Inc
|
2,216,672 | $226,410,876 | |
| 5 | SBAC |
Sba Communications Corp
This page
|
944,322 | $162,527,256 | |
| 6 | CCI |
Crown Castle Inc.
|
1,310,364 | $106,545,695 | |
| 7 | GLPI |
Gaming & Leisure Properties, Inc.
|
1,839,374 | $81,613,023 | |
| 8 | WY |
Weyerhaeuser Co
|
2,977,044 | $72,729,183 |
All Filings in SBAC
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $162,527,256 | 944,322 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $239,843,331 | 1,239,949 | Shares | Defined | 2026-03-25 | |
| 2025-09-30 | $5,800,500 | 30,000 | Put | Defined | 2025-11-14 | |
| 2025-09-30 | $197,983,824 | 1,023,966 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $209,031,081 | 890,100 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $168,403,132 | 765,434 | Shares | Defined | 2025-06-27 | |
| 2024-12-31 | $131,018,330 | 642,877 | Shares | Defined | 2025-02-11 | |
| 2024-09-30 | $132,992,525 | 552,524 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $101,798,429 | 518,586 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $203,443,376 | 938,825 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $321,004,609 | 1,265,342 | Shares | Defined | 2024-05-14 | |
| 2023-09-30 | $250,562,996 | 1,251,751 | Shares | Defined | 2024-05-15 | |
| 2023-06-30 | $230,479,292 | 994,474 | Shares | Defined | 2024-05-14 | |
| 2023-03-31 | $314,563,503 | 1,204,901 | Shares | Defined | 2024-05-14 | |
| 2022-12-31 | $327,547,558 | 1,168,519 | Shares | Defined | 2024-05-14 | |
| 2022-09-30 | $345,137,838 | 1,212,499 | Shares | Defined | 2024-05-14 | |
| 2022-06-30 | $302,546,462 | 945,310 | Shares | Defined | 2024-05-14 | |
| 2022-03-31 | $250,685,106 | 728,524 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $293,391,880 | 754,182 | Shares | Defined | 2022-02-17 | |
| 2021-09-30 | $229,796,064 | 695,151 | Shares | Defined | 2022-01-20 | |
| 2021-09-30 | $5,950,260 | 18,000 | Put | Defined | 2022-01-20 | |
| 2021-06-30 | $206,328,927 | 647,408 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $207,493,325 | 747,589 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $275,557,215 | 976,703 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $405,426,630 | 1,273,005 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $334,463,460 | 1,122,662 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $246,640,001 | 913,583 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||