Soumya Eswaran
Mon, December 29, 2025 astatine 8:43 AM CST 3 min read
TCW funds, an concern absorption company, released its “TCW Global Real Estate Fund” third-quarter 2025 capitalist letter. A transcript of the missive tin beryllium downloaded here. The money (I Share) returned +2.37% successful the 4th compared to +4.50% for the S&P Global REIT Index. The overweight allocation successful Diversified Real Estate Activities had a favorable interaction connected the fund’s comparative show successful the quarter, portion the overweight successful Telecom Tower REITs had a antagonistic effect. In addition, delight cheque the fund’s apical 5 holdings to cognize its champion picks successful 2025.
In its third-quarter 2025 capitalist letter, TCW Global Real Estate Fund highlighted stocks specified arsenic SBA Communications Corporation (NASDAQ:SBAC). SBA Communications Corporation (NASDAQ:SBAC) is an autarkic proprietor and relation of wireless communications infrastructure. The one-month instrumentality of SBA Communications Corporation (NASDAQ:SBAC) was 2.14%, and its shares mislaid 5.27% of their worth implicit the past 52 weeks. On December 26, 2025, SBA Communications Corporation (NASDAQ:SBAC) banal closed astatine $192.60 per share, with a marketplace capitalization of $20.524 billion.
TCW Global Real Estate Fund stated the pursuing regarding SBA Communications Corporation (NASDAQ:SBAC) successful its 3rd 4th 2025 capitalist letter:
"Our 2 worst performing securities were SBA Communications Corporation (NASDAQ:SBAC) (SBAC; 4.79%**; Telecom Tower Reits) and American Tower Corporation (AMT; 6.32%**; Telecom Tower Reits).
SBA Communications Corporation (NASDAQ:SBAC) is not connected our database of 30 Most Popular Stocks Among Hedge Funds. According to our database, 35 hedge money portfolios held SBA Communications Corporation (NASDAQ:SBAC) astatine the extremity of the 3rd quarter, compared to 41 successful the erstwhile quarter. While we admit the imaginable of SBA Communications Corporation (NASDAQ:SBAC) arsenic an investment, we judge definite AI stocks connection greater upside imaginable and transportation little downside risk. If you're looking for an highly undervalued AI banal that besides stands to payment importantly from Trump-era tariffs and the onshoring trend, spot our escaped study connected the best short-term AI stock.

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