SBAC
SBA Communications Corporation · Real Estate · REIT - Specialty
Données momentum (gérants comparables) :
étendue des détenteurs -5.6% ·
flux d'actions -0.7% ·
nouvelles positions nettes -5.9%
— formule
Distribution large — baisse des parts et moins de détenteurs
Toutes les données de détention : gérants 13F suivis uniquement, positions en actions ordinaires, période de référence Q2 2025
| Trimestre | Détenteurs | Δ | Actions | Valeur déclarée | Nouveau | Sorties |
|---|---|---|---|---|---|---|
| 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 | — | — |
| # | Gérant | Actions | Δ actions | Valeur | Leur poids | Détenu | ||
|---|---|---|---|---|---|---|---|---|
| 1 | The Vanguard Group ✦ (passif) | 17.76M | — | $4.17B | 0.1% | n/c | 1 | SEC ↗ |
| 2 | The Vanguard Group ✦ (passif) | 17.76M | — | $4.17B | 0.1% | n/c | 1 | SEC ↗ |
| 3 | The Vanguard Group ✦ (passif) | 17.76M | — | $4.17B | 0.1% | n/c | 1 | SEC ↗ |
| 4 | The Vanguard Group ✦ (passif) | 17.76M | — | $4.17B | 0.1% | n/c | 1 | SEC ↗ |
| 5 | The Vanguard Group ✦ (passif) | 17.76M | — | $4.17B | 0.1% | n/c | 1 | SEC ↗ |
| 6 | The Vanguard Group ✦ (passif) | 17.76M | — | $4.17B | 0.1% | n/c | 1 | SEC ↗ |
| 7 | BlackRock ✦ (passif) | 9.83M | — | $2.31B | 0.0% | n/c | 1 | SEC ↗ |
| 8 | BlackRock ✦ (passif) | 9.83M | — | $2.31B | 0.0% | n/c | 1 | SEC ↗ |
| 9 | BlackRock ✦ (passif) | 9.83M | — | $2.31B | 0.0% | n/c | 1 | SEC ↗ |
| 10 | BlackRock ✦ (passif) | 9.83M | — | $2.31B | 0.0% | n/c | 1 | SEC ↗ |
| 11 | BlackRock ✦ (passif) | 9.83M | — | $2.31B | 0.0% | n/c | 1 | SEC ↗ |
| 12 | BlackRock ✦ (passif) | 9.83M | — | $2.31B | 0.0% | n/c | 1 | SEC ↗ |
| 13 | BlackRock ✦ (passif) | 9.83M | — | $2.31B | 0.0% | n/c | 1 | SEC ↗ |
| 14 | BlackRock ✦ (passif) | 9.83M | — | $2.31B | 0.0% | n/c | 1 | SEC ↗ |
| 15 | BlackRock ✦ (passif) | 9.83M | — | $2.31B | 0.0% | n/c | 1 | SEC ↗ |
| 16 | BlackRock ✦ (passif) | 9.83M | — | $2.31B | 0.0% | n/c | 1 | SEC ↗ |
| 17 | BlackRock ✦ (passif) | 9.83M | — | $2.31B | 0.0% | n/c | 1 | SEC ↗ |
| 18 | BlackRock ✦ (passif) | 9.83M | — | $2.31B | 0.0% | n/c | 1 | SEC ↗ |
| 19 | BlackRock ✦ (passif) | 9.83M | — | $2.31B | 0.0% | n/c | 1 | SEC ↗ |
| 20 | BlackRock ✦ (passif) | 9.83M | — | $2.31B | 0.0% | n/c | 1 | SEC ↗ |
| 21 | BlackRock ✦ (passif) | 9.83M | — | $2.31B | 0.0% | n/c | 1 | SEC ↗ |
| 22 | BlackRock ✦ (passif) | 9.83M | — | $2.31B | 0.0% | n/c | 1 | SEC ↗ |
| 23 | BlackRock ✦ (passif) | 9.83M | — | $2.31B | 0.0% | n/c | 1 | SEC ↗ |
| 24 | BlackRock ✦ (passif) | 9.83M | — | $2.31B | 0.0% | n/c | 1 | SEC ↗ |
| 25 | BlackRock ✦ (passif) | 9.83M | — | $2.31B | 0.0% | n/c | 1 | SEC ↗ |
| 26 | BlackRock ✦ (passif) | 9.83M | — | $2.31B | 0.0% | n/c | 1 | SEC ↗ |
| 27 | BlackRock ✦ (passif) | 9.83M | — | $2.31B | 0.0% | n/c | 1 | SEC ↗ |
| 28 | BlackRock ✦ (passif) | 9.83M | — | $2.31B | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Dodge & Cox ✦ | 8.61M | +1.4% | $2.02B | 1.1% | ▲ Add | 4 | SEC ↗ |
| 30 | State Street Global Advisors ✦ (passif) | 4.61M | +0.5% | $1.08B | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | Geode Capital Management ✦ (passif) | 3.03M | -2.6% | $709.81M | 0.1% | ▼ Trim | 5 | SEC ↗ |
| 32 | Geode Capital Management ✦ (passif) | 3.03M | -2.6% | $709.81M | 0.1% | ▼ Trim | 5 | SEC ↗ |
| 33 | Norges Bank ✦ (passif) | 1.49M | +9.6% | $351.08M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 34 | Fidelity (FMR) ✦ | 694.90K | — | $163.19M | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Fidelity (FMR) ✦ | 694.90K | — | $163.19M | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Fidelity (FMR) ✦ | 694.90K | — | $163.19M | 0.0% | n/c | 1 | SEC ↗ |
| 37 | AQR Capital Management ✦ | 568.77K | -4.4% | $131.50M | 0.1% | ▼ Trim | 5 | SEC ↗ |
| 38 | AQR Capital Management ✦ | 568.77K | -4.4% | $131.50M | 0.1% | ▼ Trim | 5 | SEC ↗ |
| 39 | AQR Capital Management ✦ | 568.77K | -4.4% | $131.50M | 0.1% | ▼ Trim | 5 | SEC ↗ |
| 40 | AQR Capital Management ✦ | 568.77K | -4.4% | $131.50M | 0.1% | ▼ Trim | 5 | SEC ↗ |
| 41 | AQR Capital Management ✦ | 568.77K | -4.4% | $131.50M | 0.1% | ▼ Trim | 5 | SEC ↗ |
| 42 | Citadel Advisors ✦ | 514.31K | +278.0% | $120.78M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 43 | T. Rowe Price ✦ | 500.49K | -42.4% | $117.54M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 44 | T. Rowe Price ✦ | 500.49K | -42.4% | $117.54M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 45 | T. Rowe Price ✦ | 500.49K | -42.4% | $117.54M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 46 | Millennium Management ✦ | 256.34K | +20.5% | $60.20M | 0.1% | ▲ Add | 5 | SEC ↗ |
| 47 | Wellington Management ✦ | 243.69K | -6.5% | $57.23M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 48 | Wellington Management ✦ | 243.69K | -6.5% | $57.23M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 49 | Wellington Management ✦ | 243.69K | -6.5% | $57.23M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 50 | Arrowstreet Capital ✦ | 202.56K | +15.0% | $47.57M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 51 | D. E. Shaw & Co. ✦ | 33.79K | -89.4% | $7.94M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 52 | D. E. Shaw & Co. ✦ | 33.79K | -89.4% | $7.94M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 53 | Gotham Asset Management ✦ | 21.77K | +39.5% | $5.11M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 54 | Marshall Wace ✦ | 7.10K | -97.1% | $1.67M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 55 | Two Sigma Investments ✦ | 1.19K | -95.5% | $278,520 | 0.0% | ▼ Trim | 5 | SEC ↗ |
« Leur pondération » = la part de la position dans la valeur des actions 13F déclarées de ce gérant — la mesure de conviction. ✦ = gérant sélectionné.
Nouveaux acheteurs
| Aucun nouvel acheteur suivi ce trimestre. |
Sorti(e)
| Adage Capital Partners | $9.48M | était 0.0% |
Contexte marché global: parmi TOUS les déposants 13F (données structurées SEC, Q1 2026): 663 détenteurs, 98.55M actions, $16.10B déclaré. Il s'agit d'une période différente et plus ancienne que les chiffres de l'univers suivi ci-dessus ; les deux ne sont jamais mélangés.
Ce que les détenteurs suivis de ce titre détiennent le plus souvent par ailleurs — nombre de détentions partagées, sans relation fondamentale sous-jacente.
Achats sur le marché libre (P)
Aucun achat d'initié sur le marché libre dans notre fenêtre de couverture.
Ventes sur le marché libre (S)
Director · 300 act. · $54,802
Les attributions, exercices et retenues fiscales ne sont jamais comptabilisés comme des achats ou des ventes ici. Méthodologie