— Know what they know.
Not Investment Advice
Also trades as: 0KYZ.L (LSE) · $vol 0M

SBAC Smart Money

SBA Communications Corporation
1W: +1.8% 1M: +12.7% 3M: -1.1% YTD: -4.3% 1Y: -6.8% 3Y: +0.2% 5Y: -40.9%
$184.24
-1.68 (-0.90%)
After Hours: $184.64 (+0.40, +0.22%)
Weekly Expected Move ±6.0%
$163 $174 $185 $196 $207
NASDAQ · Real Estate · REIT - Specialty · Tech Score Buy · Power 71 · $19.5B mcap · 105M float · 0.987% daily turnover · Short 40% of daily vol
Credit Risk of going bust: not rated, financial company (lending is its business) Bonds: $359.3M held by 225 funds, 81 bp over Treasuries → details ▾
Not rated: lending and leverage are a financial company's business, which the model misreads.
Bond figures are fund-reported marks (SEC N-PORT) as of Jul 2026. How these are computed.

🏦 Institutional Activity

Latest: Q2 2026
751
Institutions Holding
-17 vs prior
92.6%
Ownership
+6.45%
91 New
257 Increased
308 Reduced
67 Closed

👔 Insider Trades

25 records
Date Name Title Type Shares Price Value Filing
2026-10-17 Montagner Marc officer: evp - chief financial officer F-Tax Withholding 625 $187.06 $117K Filing
2026-08-17 Krouse George R Jr director S-Sale 300 $182.67 $55K Filing
2026-08-01 DAY DONALD officer: evp - site leasing F-Tax Withholding 171 $180.98 $31K Filing
2026-05-13 BERNSTEIN STEVEN E director F-Tax Withholding 1,496 $213.61 $320K Filing
2026-05-13 BEEBE KEVIN L director F-Tax Withholding 1,492 $213.61 $319K Filing
2026-05-13 LANGER JACK director F-Tax Withholding 1,496 $213.61 $320K Filing
2026-05-13 Krouse George R Jr director F-Tax Withholding 500 $213.61 $107K Filing
2026-05-01 LANGER JACK director F-Tax Withholding 326 $221.20 $72K Filing
2026-05-01 BOWEN LAURIE director F-Tax Withholding 326 $221.20 $72K Filing
2026-05-01 Johnson Jay LeCoryelle director F-Tax Withholding 326 $221.20 $72K Filing
2026-05-01 Chan Mary S director F-Tax Withholding 326 $221.20 $72K Filing
2026-05-01 Krouse George R Jr director F-Tax Withholding 326 $221.20 $72K Filing
2026-04-13 Chan Mary S director F-Tax Withholding 1,453 $223.75 $325K Filing
2026-02-18 DAY DONALD officer: evp - site leasing F-Tax Withholding 5,367 $203.12 $1.1M Filing
2026-01-20 STOOPS JEFFREY director F-Tax Withholding 143,622 $194.11 $27.9M Filing
2026-01-20 KREDI SAUL officer: vp & chief accounting officer F-Tax Withholding 5,873 $194.11 $1.1M Filing
2026-01-20 KOENIG JOSHUA officer: executive vp/general counsel F-Tax Withholding 8,800 $194.11 $1.7M Filing
2026-01-20 Cavanagh Brendan Thomas officer: president and ceo F-Tax Withholding 53,792 $194.11 $10.4M Filing
2025-12-29 KOENIG JOSHUA officer: executive vp/general counsel G-Gift 517 $— $0 Filing
2025-12-19 Krouse George R Jr director G-Gift 300 $— $0 Filing
2025-12-16 STOOPS JEFFREY director G-Gift 9,761 $— $0 Filing
2025-12-05 Ciarfella Mark R officer: evp - operations F-Tax Withholding 215 $190.00 $41K Filing
2025-10-17 Montagner Marc officer: evp - chief financial officer F-Tax Withholding 625 $197.42 $123K Filing
2025-08-26 LANGER JACK director G-Gift 30 $— $0 Filing
2025-08-01 DAY DONALD officer: evp - site leasing F-Tax Withholding 179 $224.72 $40K Filing

🏛️ Congressional Trades

25 records
Date Politician Chamber Type Amount Filing
2026-09-25 Ro Khanna House Sell $1,001 - $15,000 Filing
2026-01-29 Ro Khanna House Sell $1,001 - $15,000 Filing
2026-01-13 Ro Khanna House Sell $1,001 - $15,000 Filing
2026-01-09 Gilbert Cisneros House Sell $1,001 - $15,000 Filing
2026-01-08 Gilbert Ray Cisneros House Sell $1,001 - $15,000 Filing
2025-12-19 Gilbert Cisneros House Sell $1,001 - $15,000 Filing
2025-12-18 Gilbert Ray Cisneros House Sell $1,001 - $15,000 Filing
2025-11-11 Gilbert Ray Cisneros House Buy $1,001 - $15,000 Filing
2025-10-27 Ro Khanna House Buy $1,001 - $15,000 Filing
2025-10-27 Ro Khanna House Buy $1,001 - $15,000 Filing
2025-09-25 Lisa McClain House Sell $1,001 - $15,000 Filing
2025-09-25 Lisa McClain House Sell $1,001 - $15,000 Filing
2025-09-24 Lisa C. McClain House Sell $1,001 - $15,000 Filing
2025-09-11 Lisa McClain House Buy $1,001 - $15,000 Filing
2025-09-11 Lisa McClain House Buy $1,001 - $15,000 Filing
2025-09-10 Lisa C. McClain House Buy $1,001 - $15,000 Filing
2025-05-11 Jefferson Shreve House Sell $50,001 - $100,000 Filing
2025-03-31 Julie Johnson House Sell $1,001 - $15,000 Filing
2025-03-11 Rob Bresnahan House Buy $1,001 - $15,000 Filing
2025-03-10 Robert P. Bresnahan House Buy $1,001 - $15,000 Filing
2025-01-15 Julie Johnson House Buy $1,001 - $15,000 Filing
2025-01-14 Julie Johnson House Buy $1,001 - $15,000 Filing
2024-03-22 Ro Khanna House Buy $1,001 - $15,000 Filing
2024-03-22 Ro Khanna House Buy $1,001 - $15,000 Filing
2024-02-13 Ro Khanna House Sell $1,001 - $15,000 Filing

🏦 Top Institutional Holders

20 holders
Holder Shares Value Date Reported Filing
Dodge & Cox 12,323,254 $2.2B +242,970 2026-06-30 Filing
BlackRock, Inc. 10,138,749 $1.8B +21,722 2026-06-30 Filing
VANGUARD PORTFOLIO MANAGEMENT LLC 9,817,059 $1.7B +110,963 2026-06-30 Filing
VANGUARD CAPITAL MANAGEMENT LLC 6,936,972 $1.2B +12,011 2026-06-30 Filing
STATE STREET CORP 5,119,264 $903M +157,700 2026-06-30 Filing
GEODE CAPITAL MANAGEMENT, LLC 3,175,913 $558M +26,380 2026-06-30 Filing
JPMORGAN CHASE & CO 2,707,005 $486M -1,206,043 2026-06-30 Filing
Invesco Ltd. 1,934,968 $341M -29,000 2026-06-30 Filing
DEUTSCHE BANK AG 1,812,200 $320M +1,332,985 2026-06-30 Filing
Sixth Street Partners Management Company 1,710,278 $302M +1,710,278 2026-06-30 Filing
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 1,710,278 $302M +132,428 2026-06-30 Filing
DIMENSIONAL FUND ADVISORS LP 1,611,278 $284M -1,507 2026-06-30 Filing
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 1,568,367 $277M -46,687 2026-06-30 Filing
NORGES BANK 1,483,684 $262M +1,483,684 2026-06-30 Filing
Legal & General Group Plc 1,428,343 $252M -79,248 2026-06-30 Filing
Diamond Hill Capital Management, LLC (In 1,294,155 $228M -640,316 2026-06-30 Filing
NORDEA INVESTMENT MANAGEMENT AB 1,299,681 $228M +34,218 2026-06-30 Filing
CITADEL ADVISORS LLC 1,292,825 $228M +887,381 2026-06-30 Filing
MORGAN STANLEY 1,276,825 $225M +159,696 2026-06-30 Filing
PRINCIPAL FINANCIAL GROUP INC 1,152,311 $203M +1,012,239 2026-06-30 Filing

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms