DigitalBridge Group, Inc.
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 14, 2026), DigitalBridge Group, Inc. reported 55 stock positions worth $1.7 billion. Its top holding was Equinix (EQIX) at 6.8% of the portfolio, followed by Amdocs (DOX, 5.4%) and American Tower (AMT, 5.0%). Compared with Q1 2026, it opened 8 new positions, sold out of 9, added to 19 and reduced 28. The biggest buy was a new position in American Tower (AMT) and the biggest sale an exit from AT&T (T).
- Most Recent 13F
- Q2 2026
- Location
- Boca Raton, FL
- CIK
- 0001679688
- Portfolio Value
- $1.7B (Q2 2026)
- SEC Filing
- 0001172661-26-003466 ↗ filed Aug 14, 2026
Holdings Value
Holdings 55 stocks · $1.7B
| EQIX Equinix Inc. | 6.83% | 108,695 | $113.3M | Reduce -20.7% |
| DOX Amdocs Ltd. | 5.45% | 1,787,852 | $90.4M | Add +21.3% |
| AMT American Tower Corp. | 4.98% | 504,843 | $82.6M | New |
| ANET Arista Networks Inc. | 4.18% | 408,203 | $69.3M | Reduce -18.7% |
| AMZN Amazon.com Inc. | 3.99% | 277,905 | $66.2M | Reduce -7.2% |
| CIEN Ciena Corp. | 3.84% | 129,954 | $63.8M | Reduce -1.6% |
| AXON Axon Enterprise Inc. | 3.81% | 112,894 | $63.3M | New |
| VRT Vertiv Holdings Co. Class A | 3.66% | 181,289 | $60.7M | Reduce -12.3% |
| LYV Live Nation Entertainment Inc. | 3.57% | 323,169 | $59.2M | Reduce -6.0% |
| SMTC Semtech Corp. | 3.52% | 361,212 | $58.5M | Reduce -35.6% |
| IRM Iron Mountain Inc. filed as IRON MTN INC DEL | 3.48% | 457,126 | $57.7M | Reduce -9.3% |
| SBAC SBA Communications Corp. | 3.41% | 320,258 | $56.5M | Reduce -45.1% |
| ENTG Entegris Inc. | 3.27% | 301,591 | $54.2M | Add +47.3% |
| LITE Lumentum Holdings Inc. | 3.25% | 62,861 | $53.9M | Reduce -7.6% |
| NVDA Nvidia Corp. | 3.20% | 265,525 | $53.1M | Reduce -12.7% |
| STX Seagate Technology Holdings | 3.20% | 55,027 | $53.1M | Reduce -49.1% |
| HPE Hewlett Packard Enterprise | 3.10% | 1,138,261 | $51.3M | Reduce -51.9% |
| TMUS T-Mobile US Inc. | 3.05% | 301,949 | $50.6M | New |
| WMG Warner Music Group Corp. Class A | 2.90% | 1,778,671 | $48.1M | Add +14.6% |
| NFLX Netflix Inc. | 2.83% | 657,444 | $46.9M | Add +34.9% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 2.68% | 461,728 | $44.4M | Add +4.3% |
| PWR Quanta Services Inc. | 2.41% | 55,513 | $40.0M | Reduce -37.5% |
| BE Bloom Energy Corp. Class A | 2.29% | 125,435 | $38.0M | Reduce -52.2% |
| CRM Salesforce Inc. | 2.28% | 241,916 | $37.9M | Add +2.8% |
| CMCSA Comcast Corp. Class A | 1.90% | 1,285,964 | $31.6M | Add +27.6% |
| RCI Rogers Communications Inc. Class B | 1.78% | 908,269 | $29.5M | Reduce -19.6% |
| INVH Invitation Homes Inc. | 1.07% | 586,700 | $17.7M | Reduce -16.4% |
| UHAL.B U-Haul Holding Co.-Non Voting | 0.96% | 275,961 | $15.9M | Reduce -20.7% |
| GLPI Gaming and Leisure Propertie | 0.94% | 350,000 | $15.6M | Add +1.2% |
| JAN Janus Living Inc. Class-A-1 | 0.94% | 541,300 | $15.6M | Add +31.4% |
| SNDA Sonida Senior Living Inc. | 0.76% | 309,900 | $12.6M | Add +36.9% |
| AVB Avalonbay Communities Inc. | 0.76% | 66,550 | $12.6M | Add +1231.0% |
| CPT Camden Property Trust | 0.53% | 76,100 | $8.7M | Reduce -12.3% |
| TRNO Terreno Realty Corp. | 0.51% | 131,000 | $8.5M | Reduce -2.2% |
| MAC The Macerich Co. | 0.45% | 294,700 | $7.4M | Reduce -30.3% |
| NXRT Nexpoint Residential | 0.44% | 259,204 | $7.2M | Add +31.4% |
| TDS Telephone and Data Systems | 0.42% | 188,831 | $7.0M | Add +133.7% |
| EXR Extra Space Storage Inc. | 0.38% | 43,850 | $6.4M | New |
| CIGI Colliers Intl GR-Subord Vot | 0.38% | 66,500 | $6.2M | Reduce -4.0% |
| SMA Smartstop Self Storage REIT | 0.36% | 182,200 | $5.9M | New |
| PSTL Postal Realty Trust Inc. Class A | 0.35% | 238,061 | $5.9M | Add +5.1% |
| LXP LXP Industrial Trust | 0.29% | 88,100 | $4.7M | Reduce -64.3% |
| PLD Prologis Inc. | 0.27% | 33,000 | $4.5M | Add +167.2% |
| XRN Chiron Real Estate Inc. | 0.26% | 112,913 | $4.2M | New |
| AHR American Healthcare REIT Inc. | 0.25% | 78,000 | $4.1M | New |
| DLR Digital Realty Trust Inc. | 0.16% | 14,600 | $2.6M | Reduce -71.4% |
| LAMR Lamar Advertising Co. Class A | 0.11% | 12,000 | $1.9M | Reduce -21.6% |
| EGP Eastgroup Properties Inc. | 0.10% | 8,600 | $1.7M | Reduce -2.3% |
| JLL Jones Lang Lasalle Inc. | 0.09% | 4,800 | $1.5M | Add +20.0% |
| ELS Equity Lifestyle Properties | 0.09% | 22,200 | $1.4M | Add +109.4% |
| FR First Industrial Realty TR | 0.08% | 22,500 | $1.4M | Add +19.1% |
| NN Nextnav Inc. | 0.06% | 58,000 | $1.0M | Reduce -51.5% |
| NVR NVR Inc. | 0.06% | 140 | $954K | New |
| CP Canadian Pacific Kansas City | 0.05% | 10,100 | $875K | Add +12.2% |
| AD Array Digital Infrastructure | 0.03% | 14,600 | $529K | Reduce -83.3% |
Options reported separately and not counted above: PLD calls ($4.4M), O puts ($1.5M), SPG puts ($1.1M), STWD puts ($734K).
Other holdings (2): bonds, preferreds, convertibles and warrants · $3.9M (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| EPR PROPERTIES (EPR 9 PERP E) | CONV PFD 9% SR E | 62,000 | $2.0M | Reduce -9.0% |
| EPR PROPERTIES (EPR 5.75 PERP C) | PFD C CV 5.75% | 75,000 | $1.9M | Reduce -37.2% |
Total filed on the 13F, all lines: $1.7B.
Portfolio Sells Q1 2026 → Q2 2026
| T AT&T Inc. | Sold out | 0.00% | −5.50 |
| SBAC SBA Communications Corp. | Reduce -45.1% | 3.41% | −2.98 |
| TKO Tko Group Holdings Inc. | Sold out | 0.00% | −2.24 |
| EQIX Equinix Inc. | Reduce -20.7% | 6.83% | −1.72 |
| CCOI Cogent Communications Holdin | Sold out | 0.00% | −1.37 |
| RCI Rogers Communications Inc. Class B | Reduce -19.6% | 1.78% | −0.99 |
| PWR Quanta Services Inc. | Reduce -37.5% | 2.41% | −0.69 |
| CUBE Cubesmart | Sold out | 0.00% | −0.59 |
| HPE Hewlett Packard Enterprise | Reduce -51.9% | 3.10% | −0.49 |
| LXP LXP Industrial Trust | Reduce -64.3% | 0.29% | −0.44 |
| DLR Digital Realty Trust Inc. | Reduce -71.4% | 0.16% | −0.43 |
| KRG Kite Realty Group Trust | Sold out | 0.00% | −0.33 |
| WSR Whitestone REIT | Sold out | 0.00% | −0.29 |
| AD Array Digital Infrastructure | Reduce -83.3% | 0.03% | −0.23 |
| NVDA Nvidia Corp. | Reduce -12.7% | 3.20% | −0.18 |
| CIGI Colliers Intl GR-Subord Vot | Reduce -4.0% | 0.38% | −0.10 |
| WELL Welltower Inc. | Sold out | 0.00% | −0.09 |
| FPS Forgent Power Solutions Class A | Sold out | 0.00% | −0.09 |
| ILPT Industrial Logistics Propert | Sold out | 0.00% | −0.08 |
| MAC The Macerich Co. | Reduce -30.3% | 0.45% | −0.06 |
| NN Nextnav Inc. | Reduce -51.5% | 0.06% | −0.06 |
| INVH Invitation Homes Inc. | Reduce -16.4% | 1.07% | −0.04 |
| UHAL.B U-Haul Holding Co.-Non Voting | Reduce -20.7% | 0.96% | −0.03 |
| CPT Camden Property Trust | Reduce -12.3% | 0.53% | −0.01 |
| TRNO Terreno Realty Corp. | Reduce -2.2% | 0.51% | −0.01 |
| LAMR Lamar Advertising Co. Class A | Reduce -21.6% | 0.11% | −0.01 |
| EGP Eastgroup Properties Inc. | Reduce -2.3% | 0.10% | +0.00 |
| AMZN Amazon.com Inc. | Reduce -7.2% | 3.99% | +0.02 |
| BE Bloom Energy Corp. Class A | Reduce -52.2% | 2.29% | +0.03 |
| IRM Iron Mountain Inc. | Reduce -9.3% | 3.48% | +0.20 |
| LITE Lumentum Holdings Inc. | Reduce -7.6% | 3.25% | +0.21 |
| LYV Live Nation Entertainment Inc. | Reduce -6.0% | 3.57% | +0.23 |
| ANET Arista Networks Inc. | Reduce -18.7% | 4.18% | +0.25 |
| VRT Vertiv Holdings Co. Class A | Reduce -12.3% | 3.66% | +0.36 |
| STX Seagate Technology Holdings | Reduce -49.1% | 3.20% | +0.50 |
| CIEN Ciena Corp. | Reduce -1.6% | 3.84% | +0.58 |
| SMTC Semtech Corp. | Reduce -35.6% | 3.52% | +0.78 |
Portfolio Buys Q1 2026 → Q2 2026
| AMT American Tower Corp. | New | 4.98% | +4.98 |
| AXON Axon Enterprise Inc. | New | 3.81% | +3.81 |
| TMUS T-Mobile US Inc. | New | 3.05% | +3.05 |
| ENTG Entegris Inc. | Add +47.3% | 3.27% | +1.74 |
| AVB Avalonbay Communities Inc. | Add +1231.0% | 0.76% | +0.70 |
| EXR Extra Space Storage Inc. | New | 0.38% | +0.38 |
| WMG Warner Music Group Corp. Class A | Add +14.6% | 2.90% | +0.38 |
| SMA Smartstop Self Storage REIT | New | 0.36% | +0.36 |
| JAN Janus Living Inc. Class-A-1 | Add +31.4% | 0.94% | +0.32 |
| SNDA Sonida Senior Living Inc. | Add +36.9% | 0.76% | +0.30 |
| XRN Chiron Real Estate Inc. | New | 0.26% | +0.26 |
| AHR American Healthcare REIT Inc. | New | 0.25% | +0.25 |
| TDS Telephone and Data Systems | Add +133.7% | 0.42% | +0.20 |
| PLD Prologis Inc. | Add +167.2% | 0.27% | +0.17 |
| NXRT Nexpoint Residential | Add +31.4% | 0.44% | +0.12 |
| PSTL Postal Realty Trust Inc. Class A | Add +5.1% | 0.35% | +0.09 |
| CMCSA Comcast Corp. Class A | Add +27.6% | 1.90% | +0.06 |
| NVR NVR Inc. | New | 0.06% | +0.06 |
| ELS Equity Lifestyle Properties | Add +109.4% | 0.09% | +0.04 |
| FR First Industrial Realty TR | Add +19.1% | 0.08% | +0.01 |
| JLL Jones Lang Lasalle Inc. | Add +20.0% | 0.09% | +0.01 |
| CP Canadian Pacific Kansas City | Add +12.2% | 0.05% | +0.01 |
| DIS The Walt Disney Co. | Add +4.3% | 2.68% | −0.04 |
| GLPI Gaming and Leisure Propertie | Add +1.2% | 0.94% | −0.04 |
| NFLX Netflix Inc. | Add +34.9% | 2.83% | −0.16 |
| CRM Salesforce Inc. | Add +2.8% | 2.28% | −0.51 |
| DOX Amdocs Ltd. | Add +21.3% | 5.45% | −0.68 |
Options Activity Q1 2026 → Q2 2026
| O Realty Income Corp. | put | Reduce -18.6% | 23,600 | $1.5M |
| SPG Simon Property Group Inc. | put | Reduce -34.2% | 5,000 | $1.1M |
| IWM iShares Russell 2000 ETF | put | Sold out | 1,500 | $372Kbefore exit |
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
Notes & Other Activity Q1 2026 → Q2 2026
| EPR PROPERTIES (EPR 9 PERP E) | CONV PFD 9% SR E | Reduce -9.0% | 62,000 | $2.0M |
| EPR PROPERTIES (EPR 5.75 PERP C) | PFD C CV 5.75% | Reduce -37.2% | 75,000 | $1.9M |
| KIMCO REALTY CORP (KIM 7.25 PERP N) | DP CV CL N 7.25% | Sold out | 11,000 | $657Kbefore exit |
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 55 | $1.7B | EQIX, DOX, AMT, ANET, AMZN |
| Q1 2026 | 56 | $1.6B | EQIX, SBAC, DOX, T, AMZN |
| Q4 2025 | 55 | $1.3B | EQIX, SBAC, DOX, AMZN, T |
| Q3 2025 | 57 | $1.2B | EQIX, SBAC, DOX, T, HPE |
| Q2 2025 | 45 | $990.3M | EQIX, SBAC, DOX, T, AMZN |
| Q1 2025 | 46 | $1.2B | EQIX, SBAC, DLR, CCOI, CCI |
| Q4 2024Amended | 50 | $1.4B | EQIX, SBAC, CCOI, T, DLR |
| Q3 2024 | 53 | $1.3B | SBAC, EQIX, CCI, DOX, T |
| Q2 2024 | 49 | $1.1B | EQIX, SBAC, CCI, T, DOX |
| Q1 2024 | 41 | $1.1B | EQIX, SBAC, CCI, DOX, OUT |