SBA Communications Corporation
MX ˙ BMV ˙ US78410G1040
SecurityMX:SBAC / SBA Communications Corporation
InstitutionKinneret Advisory, LLC
Latest Disclosed Ownership2,201 shares
Latest Disclosed Value $ 378,814
Kinneret Advisory, LLC reports 4.22% decrease in ownership of SBAC / SBA Communications Corporation

On May 14, 2026 - Kinneret Advisory, LLC filed a 13F-HR form disclosing ownership of 2,201 shares of SBA Communications Corporation (MX:SBAC) valued at $378,814 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 2,298 shares of SBA Communications Corporation. This represents a change in shares of -4.22% during the quarter.

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 2,201 -97 -4.22 379 -14.86 0.0359
2026-02-12 2025-12-31 13F SBA COMMUNICATIONS CORP CL A 78410G104 2,298 -63 -2.67 445 -2.63 0.0376
2025-11-05 2025-09-30 13F SBA COMMUNICATIONS CORP CL A 78410G104 2,361 -11 -0.46 456 -18.13 0.0389
2025-07-25 2025-06-30 13F SBA COMMUNICATIONS CORP CL A 78410G104 2,372 -3 -0.13 557 6.70 0.0507
2025-07-21 2025-03-31 13F/A-1 SBA COMMUNICATIONS CORP CL A 78410G104 2,375 -8 -0.34 523 7.63 0.0527
2025-04-29 2025-03-31 13F SBA COMMUNICATIONS CORP CL A 78410G104 1,599 -784 352 0.0527
2025-02-03 2024-12-31 13F SBA COMMUNICATIONS CORP CL A 78410G104 2,383 -111 -4.45 486 -19.17 0.0458
2024-11-04 2024-09-30 13F SBA COMMUNICATIONS CORP CL A 78410G104 2,494 -32 -1.27 600 21.21 0.0551
2024-07-26 2024-06-30 13F SBA COMMUNICATIONS CORP CL A 78410G104 2,526 17 0.68 496 -8.84 0.0476
2024-04-25 2024-03-31 13F SBA COMMUNICATIONS CORP CL A 78410G104 2,509 -8 -0.32 544 -14.89 0.0544
2024-02-14 2023-12-31 13F SBA COMMUNICATIONS CORP CL A 78410G104 2,517 -16 -0.63 639 25.84 0.0707
2023-10-12 2023-09-30 13F SBA COMMUNICATIONS CORP CL A 78410G104 2,533 -2 -0.08 507 -13.63 0.0626
2023-08-02 2023-06-30 13F SBA COMMUNICATIONS CORP CL A 78410G104 2,535 0 0.00 588 -11.20 0.0696
2023-04-27 2023-03-31 13F SBA COMMUNICATIONS CORP CL A 78410G104 2,535 -136 -5.09 662 -11.63 0.0855
2023-02-14 2022-12-31 13F SBA COMMUNICATIONS CORP CL A 78410G104 2,671 -520 -16.30 749 -17.62 0.0990
2022-11-02 2022-09-30 13F SBA COMMUNICATIONS CORP CL A 78410G104 3,191 0 0.00 908 -11.07 0.1260
2022-08-04 2022-06-30 13F SBA COMMUNICATIONS CORP CL A 78410G104 3,191 68 2.18 1,021 -5.02 0.1325
2022-05-13 2022-03-31 13F SBA COMMUNICATIONS CORP CL A 78410G104 3,123 70 2.29 1,075 -9.51 0.1180
2022-02-08 2021-12-31 13F SBA COMMUNICATIONS CORP CL A 78410G104 3,053 0 0.00 1,188 17.74 0.1230
2021-11-09 2021-09-30 13F SBA COMMUNICATIONS CORP CL A 78410G104 3,053 0 0.00 1,009 3.70 0.1183
2021-08-16 2021-06-30 13F SBA COMMUNICATIONS CORP CL A 78410G104 3,053 0 0.00 973 14.88 0.1150
2021-05-13 2021-03-31 13F SBA COMMUNICATIONS CORP CL A 78410G104 3,053 0 0.00 847 -1.63 0.1087
2021-02-11 2020-12-31 13F SBA COMMUNICATIONS CORP CL A 78410G104 3,053 0 0.00 861 -11.42 0.1169
2020-11-13 2020-09-30 13F SBA COMMUNICATIONS CORP CL A 78410G104 3,053 -98 -3.11 972 3.51 0.1473
2020-08-12 2020-06-30 13F SBA COMMUNICATIONS CORP CL A 78410G104 3,151 0 0.00 939 10.34 0.1510
2020-05-14 2020-03-31 13F SBA COMMUNICATIONS CORP CL A 78410G104 3,151 352 12.58 851 26.07 0.1658
2020-02-10 2019-12-31 13F SBA COMMUNICATIONS CORP CL A 78410G104 2,799 0 0.00 675 0.00 0.1227
2019-11-13 2019-09-30 13F SBA COMMUNICATIONS CORP CL A 78410G104 2,799 0 0.00 675 7.31 0.1344
2019-08-13 2019-06-30 13F SBA COMMUNICATIONS CORP CL A 78410G104 2,799 0 0.00 629 12.52 0.1275
2019-05-15 2019-03-31 13F SBA COMMUNICATIONS CORP CL A 78410G104 2,799 -121 -4.14 559 18.18 0.1176
2019-02-13 2018-12-31 13F SBA COMMUNICATIONS CORP CL A 78410G104 2,920 2,920 473 0.1400
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.