证券记录 · 已归档季度
SBAC
SBA Communications Corporation · Real Estate · REIT - Specialty
14被追踪持有人
-1Δ持有人
18.67M持有股份
$3.80B报告持仓市值
+1新建仓位
−2清仓
动量输入（同类管理人）：
持有人广度 -6.7% ·
股份流向 +28.1% ·
净新建仓位 -7.1%
— 公式
集中积累 — 持股数量上升但持有人减少
所有持股数据：仅限已追踪的 13F 管理人，普通股持仓，报告期 Q4 2024
持股变化趋势
| 季度 | 持有人 | Δ | 股份 | 报告持仓市值 | 新增 | 清仓 |
|---|---|---|---|---|---|---|
| Q2 2026 | 159 | +2 | 77.84M | $13.74B | +7 | −4 |
| Q1 2026 | 159 | +2 | 73.64M | $12.66B | +10 | −9 |
| Q4 2025 | 156 | +1 | 87.16M | $16.84B | +3 | −1 |
| Q3 2025 | 17 | -2 | 60.66M | $11.73B | +1 | −4 |
| Q2 2025 | 17 | -1 | 48.39M | $11.36B | — | −1 |
| Q1 2025 | 15 | +1 | 20.45M | $4.50B | +1 | — |
| Q4 2024 | 14 | -1 | 18.67M | $3.80B | +1 | −2 |
| Q3 2024 | 14 | 0 | 9.95M | $2.39B | +1 | −1 |
| Q2 2024 | 14 | — | 8.74M | $1.71B | — | — |
持有人 · Q4 2024
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Dodge & Cox ✦ | 7.35M | +352.5% | $1.50B | 0.9% | ▲ Add | 2 | SEC ↗ |
| 2 | State Street Global Advisors ✦ (被动) | 4.63M | — | $944.01M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Geode Capital Management ✦ (被动) | 2.89M | +2.5% | $586.83M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Geode Capital Management ✦ (被动) | 2.89M | +2.5% | $586.83M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Norges Bank ✦ (被动) | 1.32M | -3.6% | $268.29M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | T. Rowe Price ✦ | 855.16K | -15.6% | $174.28M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | T. Rowe Price ✦ | 855.16K | -15.6% | $174.28M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | T. Rowe Price ✦ | 855.16K | -15.6% | $174.28M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | D. E. Shaw & Co. ✦ | 412.60K | -51.5% | $84.09M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 10 | D. E. Shaw & Co. ✦ | 412.60K | -51.5% | $84.09M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 11 | AQR Capital Management ✦ | 325.36K | +55.7% | $66.31M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 12 | AQR Capital Management ✦ | 325.36K | +55.7% | $66.31M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 13 | AQR Capital Management ✦ | 325.36K | +55.7% | $66.31M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 14 | AQR Capital Management ✦ | 325.36K | +55.7% | $66.31M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 15 | Marshall Wace ✦ | 241.89K | 新增 | $49.30M | 0.1% | New | 1 | SEC ↗ |
| 16 | Marshall Wace ✦ | 241.89K | 新增 | $49.30M | 0.1% | New | 1 | SEC ↗ |
| 17 | Wellington Management ✦ | 230.46K | -12.2% | $46.97M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Wellington Management ✦ | 230.46K | -12.2% | $46.97M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Wellington Management ✦ | 230.46K | -12.2% | $46.97M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Wellington Management ✦ | 230.46K | -12.2% | $46.97M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | Millennium Management ✦ | 170.60K | -79.3% | $34.77M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | Adage Capital Partners ✦ | 152.40K | +50.4% | $31.06M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 23 | Arrowstreet Capital ✦ | 72.93K | -16.5% | $14.86M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | Gotham Asset Management ✦ | 14.78K | -14.7% | $3.01M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 25 | Two Sigma Investments ✦ | 14.40K | -0.2% | $2.93M | 0.0% | ▼ Trim | 3 | SEC ↗ |
"持仓权重"= 该持仓占该管理人已申报13F股权价值的比例——即信念度衡量指标。✦ = 精选管理人。
新增买入方
| Marshall Wace | $49.30M | 0.1% |
| Marshall Wace | $49.30M | 0.1% |
已清仓
| Citadel Advisors | $162.03M | 曾为 0.2% |
| Renaissance Technologies | $21.63M | 曾为 0.0% |
全市场背景: 涵盖所有13F申报机构（SEC结构化数据， Q1 2026): 663 持有人, 98.55M 股份, $16.10B 已申报. 这是与上方被追踪全域数据不同的较早期间，两者从不混用。
常见共同持仓
该证券的被追踪持有人最常同时持有的其他证券——基于共同持有计数，而非基本面关联。
公开市场买入 (P)
在我们的覆盖窗口内无内部人士公开市场买入记录。
公开市场卖出 (S)
Aug 17
Krouse George R Jr
Director · 300 股 · $54,802
授予、行权及税务代扣代缴在本平台均不计入买入或卖出。 方法论
数据来源: 持股数据来源于已解析的13F普通股持仓（被追踪范围，变动对比集）；内部人行为来自Form 3/4/5；重大持股来自Schedule 13D/13G；所有文件均链接至SEC EDGAR原始申报。
报告期: Q4 2024 ·
方法论 ·
通过API获取此数据