SBAC · Real Estate
SBA COMMUNICATIONS CORP
Smart-money confidence
· 1 of 3 sources firing
Bearish — money moving out
No standout activity across the feeds we track.
Hedge funds
31
Congress
No data
Insiders
No data
Cross-source blend of hedge-fund breadth, Congress trades, and insider Form 4s. ·
how the score works
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Not financial advice. Bogen Capital surfaces public SEC filings — you decide what to do with them.
Market cap
$18.4B
Industry
REIT - Specialty
Sector
Real Estate
Exchange
NasdaqGS
About SBA COMMUNICATIONS CORP
SBA Communications Corporation is a leading independent owner and operator of wireless communications infrastructure. It includes towers, buildings, rooftops, distributed antenna systems (DAS) and small cells. With a portfolio of more than 46,000 communications sites throughout the Americas and in Africa, SBA is listed on NASDAQ under the symbol SBAC. Our organization is part of the S&P 500 and one of the top Real Estate Investment Trusts (REITs) by market capitalization. SBA Communications Corporation was incorporated in 1989 and is based in Boca Raton, Florida.
Who's behind the signal
Every informed buyer we can see on SBAC, across all three feeds.
Hedge funds · 6
D.E. Shaw & Co
New position
Millennium Management (Englander)
Increased +172%
Citadel Advisors
Increased +255%
Point72 (Steve Cohen)
Increased +40%
Gotham Asset Mgmt (Greenblatt)
Increased +53%
AQR Capital Management
Decreased −3%
Congress · 0
No congressional trades on record.
Insiders
No significant Form 4 insider activity in the window.
Congressional trade history · 7
Every disclosed buy & sell on record — STOCK Act filings
| Trade date | Member | Chamber | Action | Amount |
|---|---|---|---|---|
| 2021-06-15 | Ro Khanna · D-CA | House | BOUGHT | $1,001 - $15,000 |
| 2021-06-14 | Ro Khanna · D-CA | House | BOUGHT | $1,001 - $15,000 |
| 2021-04-09 | Sara Jacobs · D-CA | House | SOLD | $50,001 - $100,000 |
| 2021-03-26 | Ro Khanna · D-CA | House | BOUGHT | $1,001 - $15,000 |
| 2021-03-05 | Ro Khanna · D-CA | House | BOUGHT | $1,001 - $15,000 |
| 2020-12-18 | Dean Phillips · D-MN | House | SOLD | $1,001 - $15,000 |
| 2020-09-23 | Dean Phillips · D-MN | House | BOUGHT | $1,001 - $15,000 |
Not a model pick — but on our radar.
SBA COMMUNICATIONS CORP isn't in the top-10 model right now, but 6 tracked investors hold it. Everything below is real signal from public filings — treat this as a watch candidate, not a conviction call.
6
Investors
1
New positions
4
Increasing
1
Decreasing
0
Unchanged
Price History
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Return:
High:
Low:
Who's Holding This Stock
Position sizes and recent activity from tracked institutional investors
Trust weight: 1.0×
% of portfolio
0.0%
Position change
NEW
0.0% of D.E. Shaw & Co's portfolio
Trust weight: 1.0×
% of portfolio
0.1%
Position change
+172%
0.1% of Millennium Management's portfolio
Trust weight: 1.0×
% of portfolio
0.1%
Position change
+255%
0.1% of Citadel Advisors's portfolio
Trust weight: 1.1×
% of portfolio
0.0%
Position change
+40%
0.0% of Point72's portfolio
Trust weight: 1.1×
% of portfolio
0.0%
Position change
+53%
0.0% of Gotham Asset Mgmt's portfolio
Trust weight: 1.0×
% of portfolio
0.0%
Position change
−3%
0.0% of AQR Capital Management's portfolio
Portfolio Allocation
How much of each investor's portfolio is allocated to SBA COMMUNICATIONS CORP
⚠ Disclaimer: This page is for informational purposes only. Holdings data from SEC EDGAR 13F filings, delayed up to 135 days. Not a recommendation to buy or sell SBA COMMUNICATIONS CORP or any security.
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