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SBAC

SBA Communications Corporation

Sector: financeREIT - SpecialtyNASDAQMarket Cap: $21.26B

SBAC (SBA Communications Corporation) is a real estate investment trust (REIT) that owns, operates, and leases wireless communications infrastructure, primarily cell towers, with minimal direct political exposure: zero federal contracts, zero lobbying spend, zero corporate insider buys in 180 days, but 3 congressional traders executing 16 trades (10 purchases, 6 sales) in the last 12 months.

Govt Dependence
5/100
Regulatory Density
40/100
Lobbying Intensity
0/100
Political Signal
NEUTRAL

BusinessWhat SBAC does

SBA Communications Corporation is a real estate investment trust (REIT) that owns, operates, and leases wireless communications infrastructure, primarily cell towers, in the United States, Canada, and internationally. Its revenue is derived from site leasing, which includes antenna space and support services to wireless service providers, and site development services, which include tower construction and installation. The company's business model is focused on long-term leases with tenants in the telecommunications industry.

12 months past · 3 months futureSBAC activity timeline

$247$203$160 JunJulAugSepOctNovDecJan '26FebMarAprMayJunJulAug ↓ PAST — recorded activity ↑ FUTURE — scheduled markups · pending votes TODAY · May 18 $239.35 hi $165.15 lo $218.58 CONGRESS 30 INSIDERS 0 13F FUNDS 26 BILLS 29 Gilbert Ray Cisneros (D) · Sale · 2026-01-09Ro Khanna (D) · Sale · 2026-01-22Ro Khanna (D) · Sale · 2026-01-13Ro Khanna (D) · Sale · 2026-01-23Ro Khanna (D) · Sale · 2026-01-22Gilbert Ray Cisneros (D) · Purchase · 2025-11-12Ro Khanna (D) · Purchase · 2025-11-03Ro Khanna (D) · purchase · 2025-10-27Ro Khanna (D) · Purchase · 2025-10-27Ro Khanna (D) · Purchase · 2025-10-07Ro Khanna (D) · purchase · 2025-10-07Lisa C. McClain (R) · Sale · 2025-09-25Lisa C. McClain (R) · sale · 2025-09-25Lisa C. McClain (R) · purchase · 2025-09-11Lisa C. McClain (R) · Purchase · 2025-09-11Lisa C. McClain (R) · Sale (Full) · 2025-09-25Ro Khanna (D) · Purchase · 2025-09-05Ro Khanna (D) · purchase · 2025-09-05Ro Khanna (D) · sale · 2025-08-26Ro Khanna (D) · Sale · 2025-08-26Ro Khanna (D) · Sale · 2025-07-01Ro Khanna (D) · sale · 2025-07-01Ro Khanna (D) · Purchase · 2025-05-19Ro Khanna (D) · purchase · 2025-05-19 Citadel Advisors · OPENED $121M · 2025-06-30Citadel Advisors · OPENED $65M · 2025-12-31Two Sigma Investments · OPENED $55M · 2025-12-31Citadel Advisors · OPENED $13M · 2025-09-30D.E. Shaw & Co. · OPENED $7M · 2025-06-30D.E. Shaw & Co. · OPENED $7M · 2025-12-31Two Sigma Investments · OPENED · 2025-06-30 S.1071 · enacted · 2025-12-18S.976 · committee · 2025-11-06HR.1764 · committee · 2025-07-22 MARKUP · Senate Budget · 2026-05-20MARKUP · House Financial Services Subcommittee on Digital Assets, Fin · 2026-05-20MARKUP · House Financial Services Subcommittee on Capital Markets · 2026-05-20MARKUP · House Financial Services Subcommittee on National Security, · 2026-05-21
Congress
buy sell
Insider · Form 4
open-market buy
Hedge fund · 13F
opened + added − trimmed closed holds
Bills
past action (this ticker) upcoming markup (sector) carveout (this ticker)
240 trading days · 24 congressional trades shown · 0 insider buys · 7 13F filings · 3 past bill actions · 4 upcoming markups

Lifetime Government AwardsSBAC federal contracts

SBAC doesn't hold direct federal contracts.

Verified via USASpending.gov: $0 reported in direct prime-contract awards. Companies in this position typically sell federal services indirectly through prime contractors and integrators (e.g., Lockheed Martin, Booz Allen, Microsoft Azure) or through commercial channels that don't appear in USASpending data.

Smart Money · 13F HoldingsHedge funds holding SBAC

$1.29B
Total SBAC held by tracked 13F funds
26
Funds with SBAC positions
+26
Funds opened this quarter
Citadel Advisors $341M opened 2024-03-31
D.E. Shaw & Co. $184M opened 2024-09-30
Citadel Advisors $143M opened 2024-09-30
Citadel Advisors $121M opened 2025-06-30
Citadel Advisors $95M opened 2024-06-30
D.E. Shaw & Co. $72M opened 2024-12-31
Citadel Advisors $65M opened 11 overlap 2025-12-31
Two Sigma Investments $55M opened 11 overlap 2025-12-31
18 more 13F positions tracked · quarterly delta charts available in member dashboard

Politicians Trading SBACMembers of Congress with recent SBAC positions

6 politicians traded SBAC across 48 disclosed transactions totaling $592K (last 730 days). Greed score = composite of trade frequency, volume & recency across the politician's entire history (not just SBAC). 0-30 LOW · 30-60 MID · 60+ HIGH.

Congressional TradesWho in Congress is trading SBAC

2026-01-09 Gilbert Ray Cisneros D-California · house Sale $1,001 - $15,000
2026-01-22 Ro Khanna D-California · house Sale $1,001 - $15,000
2026-01-13 Ro Khanna D-California · house Sale $1,001 - $15,000
2026-01-23 Ro Khanna D-California · house Sale $1,001 - $15,000
2026-01-22 Ro Khanna D-California · house Sale $15,001 - $50,000
2025-11-12 Gilbert Ray Cisneros D-California · house Purchase $1,001 - $15,000
2025-11-03 Ro Khanna D-California · house Purchase $1,001 - $15,000
2025-10-27 Ro Khanna D-California · house purchase $1,001 - $15,000
2025-10-27 Ro Khanna D-California · house Purchase $1,001 - $15,000
2025-10-07 Ro Khanna D-California · house Purchase $1,001 - $15,000
2025-10-07 Ro Khanna D-California · house purchase $1,001 - $15,000
2025-09-25 Lisa C. McClain R-Michigan · house Sale $1,001 - $15,000
30+ trades on file · most recent 2026-02-13

Corporate Insiders · Form 4What CEOs, CFOs, and directors are doing with their own stock

No Form 4 activity recorded in the last 180 days.

Bills Affecting SBACLive legislation impacting this stock

Political ProfileWhere SBAC sits in Washington

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STRUCTURAL: No lobbying spend (get_political_influence.lobbying.total_income: 0), no federal contracts (get_government_precedent.federal_contracts_summary: null), no corporate insider buys (get_corporate_insider_signal.total_buys: 0). EVIDENTIARY: 3 congressional traders (K000389, C001123, M001136) executed 16 trades (10 purchases, 6 sales) in last 12 months (Top congressional traders array). Net: Mixed evidentiary activity from Congress against absent structural engagement.

Regulatory ExposureThreats & opportunities

Regulatory threats

  • Potential legislative changes affecting REIT structures or telecommunications infrastructure regulation
    Congress, FCC
    "Recent bill_impacts array shows 8 bills with impact_ratio 0.0001 each, indicating low but non-zero legislative exposure."

Regulatory opportunities

  • Bills with positive revenue impact estimates could present opportunities for growth or tax benefits
    Congress
    "Recent bill_impacts array shows 8 bills with estimated revenue impacts ranging from $1,818,182 to $2,363,636."

Capitol Hill AlliesChampions & critics

Congressional champions

Congressional critics

  • No specific congressional critics identified.
Member intelligence layer

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Frequently AskedAbout SBAC & political exposure

Does SBA Communications Corporation (SBAC) hold federal contracts?
No direct prime contracts reported in USASpending.gov for SBA Communications Corporation. Companies in the semiconductor and AI hardware sectors often sell to the federal government via prime contractors and cloud resellers (Microsoft Azure, AWS, Lockheed Martin systems integration) rather than as direct primes.
Has Congress traded SBAC stock?
168 congressional trades by 12 unique members of Congress, most recently on 2026-01-23. See the Congressional Trading panel for politician-by-politician breakdown.
What is SBAC political risk profile?
Government dependence: 5/100. Lobbying intensity: 0/100. Political signal: neutral. Donor party split: R 0% / D 0%.
How does GovGreed track SBAC political activity?
GovGreed integrates STOCK Act congressional trade disclosures, FEC contributions, OGE executive-branch disclosures, USASpending federal contracts, Senate LDA lobbying filings, and SEC Form 4 corporate insider trades into a single queryable graph. SBAC data is updated daily from these official federal sources.