SBA Communications Corporation
US ˙ NasdaqGS ˙ US78410G1040

SecuritySBAC / SBA Communications Corporation
InstitutionNatixis
Latest Disclosed Ownership24,625 shares
Latest Disclosed Value $ 4,238,209
Natixis reports 3.82% increase in ownership of SBAC / SBA Communications Corporation

On May 14, 2026 - Natixis filed a 13F-HR form disclosing ownership of 24,625 shares of SBA Communications Corporation (US:SBAC) valued at $4,238,209 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 23,720 shares of SBA Communications Corporation. This represents a change in shares of 3.82% during the quarter. The current value of the position is $4,840,782 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-14 2026-03-31 13F SBA COMMUNICATIONS CL A 78410G104 24,625 905 3.82 4,238 -7.63 0.0137
2026-02-13 2025-12-31 13F SBA COMMUNICATIONS CORP CL A 78410G104 23,720 -113,782 -82.75 4,588 -82.74 0.0163
2025-11-14 2025-09-30 13F SBA COMMUNICATIONS CORP CL A 78410G104 137,502 132,835 2,846.26 26,586 2,327.95 0.1233
2025-08-13 2025-06-30 13F SBA COMMUNICATIONS CORP CL A 78410G104 4,667 528 12.76 1,096 21.26 0.0049
2025-07-18 2025-03-31 13F/A-1 SBA COMMUNICATIONS CORP CL A 78410G104 4,139 -64,784 -93.99 903 -93.57 0.0049
2025-05-14 2025-03-31 13F SBA COMMUNICATIONS CORP CL A 78410G104 4,139 -64,784 903 0.0050
2025-02-13 2024-12-31 13F SBA COMMUNICATIONS CORP CL A 78410G104 68,923 55,099 398.57 14,047 322.18 0.0858
2024-11-13 2024-09-30 13F SBA COMMUNICATIONS CORP CL A 78410G104 13,824 -49,373 -78.13 3,327 -73.18 0.0188
2024-08-13 2024-06-30 13F SBA COMMUNICATIONS CORP CL A 78410G104 63,197 63,197 12,406 0.0710
2024-05-13 2024-03-31 13F SBA COMMUNICATIONS CORP CL A 78410G104 0 -140,037 -100.00 0 -100.00
2024-02-13 2023-12-31 13F SBA COMMUNICATIONS CORP CL A 78410G104 140,037 86,331 160.75 35,526 230.47 0.2581
2023-11-14 2023-09-30 13F SBA COMMUNICATIONS CORP CL A 78410G104 53,706 41,361 335.04 10,750 275.74 0.0823
2023-08-11 2023-06-30 13F SBA COMMUNICATIONS CORP CL A 78410G104 12,345 -68,438 -84.72 2,861 -86.43 0.0232
2023-05-12 2023-03-31 13F SBA COMMUNICATIONS CORP CL A 78410G104 80,783 -37,717 -31.83 21,090 -36.51 0.1902
2023-02-24 2022-12-31 13F/A-1 SBA COMMUNICATIONS CORP COM 78410G104 118,500 85,783 262.20 33,217 256.47 0.1864
2023-02-13 2022-12-31 13F SBA Communications CL A 78410G104 65,919 33,202 18,483 0.0000
2022-11-14 2022-09-30 13F SBA Communications CL A 78410G104 32,717 24,890 318.00 9,318 271.83 0.0436
2022-08-12 2022-06-30 13F SBA Communications CL A 78410G104 7,827 4,016 105.38 2,506 91.15 0.0091
2022-05-13 2022-03-31 13F SBA COMMUNICATIONS CORP CL A 78410G104 3,811 -57,794 -93.81 1,311 -94.53 0.0046
2022-02-14 2021-12-31 13F SBA COMMUNICATIONS CORP CL A 78410G104 61,605 13,477 28.00 23,966 50.63 0.0818
2021-11-12 2021-09-30 13F SBA COMMUNICATIONS CORP CL A 78410G104 48,128 48,128 15,910 0.0550
2021-08-13 2021-06-30 13F SBA COMMUNICATIONS CORP CL 78410G104 0 -27,582 -100.00 0 -100.00
2021-05-14 2021-03-31 13F SBA COMMUNICATIONS CORP CL 78410G104 27,582 -38,637 -58.35 7,655 -59.02 0.0250
2021-02-12 2020-12-31 13F SBA COMMUNICATIONS CORP CL A 78410G104 66,219 -30,642 -31.64 18,682 -39.44 0.0679
2020-11-12 2020-09-30 13F SBA COMMUNICATIONS CORP CL A 78410G104 96,861 96,861 30,848 0.2271
2020-08-13 2020-06-30 13F SBA COMMUNICATIONS CORP CL A 78410G104 0 -5,356 -100.00 0 -100.00
2020-05-14 2020-03-31 13F SBA COMMUNICATIONS CORP CL A 78410G104 5,356 5,356 1,446 0.0114
2019-02-14 2018-12-31 13F/A-1 SBA COMMUNICATIONS CORP CL A 78410G104 0 -3,335 -100.00 0 -100.00
2018-11-14 2018-09-30 13F SBA COMMUNICATIONS CORP CL A 78410G104 3,335 3,335 536 0.0031
2018-08-14 2018-06-30 13F SBA COMMUNICATIONS CORP CL A 78410G104 0 -1,557 -100.00 0 -100.00
2018-05-15 2018-03-31 13F SBA COMMUNICATIONS CORP CL A 78410G104 1,557 1,557 266 0.0016
2018-02-14 2017-12-31 13F SBA COMMUNICATIONS CORP CL A 78410G104 0 -12,592 -100.00 0 -100.00
2017-11-14 2017-09-30 13F SBA COMMUNICATIONS CORP CL A 78410G104 12,592 12,592 1,814 0.0167
2016-11-14 2016-09-30 13F SBA COMMUNICATIONS COM 78388J106 0 -4,601 -100.00 0 -100.00
2016-08-15 2016-06-30 13F SBA COMMUNICATIONS COM 78388J106 4,601 4,601 0.00 497 0.0092
2016-05-16 2016-03-31 13F SBA COMMUNICATIONS COM 78388J106 0 0 0 0.0000
2016-02-16 2015-12-31 13F SBA COMMUNICATIONS COM 78388J106 0 0 0 0.0000
2015-08-14 2015-06-30 13F SBA COMMUNICATIONS COM 78388J106 0 -73,000 -100.00 0 -100.00
2015-05-22 2015-03-31 13F SBA COMMUNICATIONS COM 78388J106 73,000 73,000 0.00 8,548 0.1175
2014-11-14 2014-09-30 13F SBA COMMUNICATIONS COM 78388J106 0 -6,400 -100.00 0 -100.00
2014-08-14 2014-06-30 13F SBA COMMUNICATIONS COM 78388J106 6,400 6,400 655 0.0079
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.