DigitalBridge Group, Inc.

In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 13, 2024), DigitalBridge Group, Inc. reported 41 stock positions worth $1.1 billion. Its top holding was Equinix (EQIX) at 17.2% of the portfolio, followed by SBA Communications (SBAC, 11.6%) and Crown Castle (CCI, 8.2%). Compared with Q4 2023, it opened 5 new positions, sold out of 4, added to 24 and reduced 11. The biggest buy was SBA Communications (SBAC, shares +94%) and the biggest sale American Tower (AMT, shares −77%).

Most Recent 13F
Q2 2026
Location
Boca Raton, FL
CIK
0001679688
Portfolio Value
$1.1B (Q1 2024)
SEC Filing
0001172661-24-002223 ↗ filed May 13, 2024

Holdings Value

0$500.0M$1.0B$1.5B$2.0B Q1 2024: $1.1B $1.1B Q1 2024 Q2 2024: $1.1B Q2 2024 Q3 2024: $1.3B Q3 2024 Q4 2024: $1.4B Q4 2024 Q1 2025: $1.2B Q1 2025 Q2 2025: $990.3M Q2 2025 Q3 2025: $1.2B Q3 2025 Q4 2025: $1.3B Q4 2025 Q1 2026: $1.6B Q1 2026 Q2 2026: $1.7B Q2 2026

Holdings 41 stocks · $1.1B
EQIX Equinix Inc. 17.25% 227,449 $187.7M Add +1.5%
SBAC SBA Communications Corp. 11.63% 583,895 $126.5M Add +94.3%
CCI Crown Castle Inc. 8.20% 843,010 $89.2M Reduce -0.1%
DOX Amdocs Ltd. 4.51% 543,295 $49.1M Add +16.5%
OUT Outfront Media Inc. 4.32% 2,798,937 $47.0M Add +54.4%
T AT&T Inc. 4.18% 2,583,509 $45.5M Add +47.7%
TMUS T-Mobile US Inc. 2.74% 182,649 $29.8M Add +17.3%
WMG Warner Music Group Corp. Class A 2.49% 819,168 $27.0M Add +30.2%
TKO Tko Group Holdings Inc. 2.48% 311,930 $27.0M New
VRT Vertiv Holdings Co. Class A 2.44% 324,716 $26.5M Reduce -4.3%
CIEN Ciena Corp. 2.43% 535,845 $26.5M Add +5.8%
PWR Quanta Services Inc. 2.42% 101,220 $26.3M New
GOOG Alphabet Inc. Class C 2.31% 165,018 $25.1M Add +258.5%
LITE Lumentum Holdings Inc. 2.17% 499,826 $23.7M Add +27.3%
ERIC Ericsson (lm) Tel-SP ADR filed as TELEFONAKTIEBOLAGET LM ERICS 2.14% 4,232,756 $23.3M Add +20.2%
MRVL Marvell Technology Inc. 2.13% 326,654 $23.2M Reduce -5.0%
ANET Arista Networks Inc. 2.00% 74,885 $21.7M Add +8.2%
FR First Industrial Realty TR 1.55% 320,116 $16.8M Add +6.1%
LXP LXP Industrial Trust 1.49% 1,797,908 $16.2M Reduce -2.9%
NFLX Netflix Inc. 1.49% 26,612 $16.2M Reduce -26.2%
NXRT Nexpoint Residential 1.47% 497,496 $16.0M New
JNPR Juniper Networks Inc. 1.45% 426,659 $15.8M Reduce -47.7%
HLIT Harmonic Inc. 1.45% 1,171,463 $15.7M Reduce -2.8%
UNIT Uniti Group LLC Com SHS 1.43% 2,641,278 $15.6M Add +20.2%
ALEX Alexander & Baldwin Inc. 1.33% 877,871 $14.5M Add +5.0%
AMT American Tower Corp. 1.26% 69,500 $13.7M Reduce -76.6%
AIV Apartment Invt & Mgmt Co. Class A 1.19% 1,577,159 $12.9M Add +25.8%
SUI Sun Communities Inc. filed as SUN CMNTYS INC 1.16% 98,365 $12.6M Reduce -27.6%
CHTR Charter Communications Inc. Class A 1.15% 43,177 $12.5M Reduce -10.4%
EQC Equity Commonwealth 1.10% 632,368 $11.9M Add +75.6%
LBTYA Liberty Global Ltd. Class A 0.99% 635,061 $10.7M Add +3.2%
PI Impinj Inc. 0.94% 79,734 $10.2M Add +3.8%
TRNO Terreno Realty Corp. 0.82% 134,688 $8.9M Add +5.9%
HR Healthcare Realty Trust Inc. 0.82% 630,018 $8.9M Add +150.0%
BE Bloom Energy Corp. Class A 0.72% 697,808 $7.8M New
CZR Caesars Entertainment Inc. 0.71% 176,000 $7.7M Add +238.5%
CWK Cushman & Wakefield UK Holdc 0.62% 643,649 $6.7M Add +8.8%
UHAL.B U-Haul Holding Co.-Non Voting 0.44% 71,631 $4.8M Add +0.6%
WSR Whitestone REIT 0.39% 336,830 $4.2M Reduce -21.4%
ILPT Industrial Logistics Propert 0.15% 385,499 $1.7M No change
SHO Sunstone Hotel Investors Inc. 0.08% 75,000 $836K New

Options reported separately and not counted above: CCI calls ($6.2M), OHI puts ($3.7M), O puts ($3.6M), CZR calls ($2.7M), IRM puts ($2.5M), ARCC puts ($2.3M), SPG puts ($1.6M), PFF puts ($1.6M), VNQ puts ($1.5M), ABR puts ($1.2M), PSA puts ($1.1M), BXMT puts ($1.1M), and 3 more.

Other holdings (7): bonds, preferreds, convertibles and warrants · $15.1M (not counted above)
SecurityClassShares / PrincipalValueChange
BLACKSTONE MORTGAGE TR (BXMT 5.5 03/15/27) NOTE 5.500% 3/1 · principal 3,500,000$3.2MAdd +40.0%
KIMCO REALTY CORP (KIM 7.25 PERP N) DP CV CL N 7.25% 52,094$2.9MNew
EPR PROPERTIES (EPR 5.75 PERP C) PFD C CV 5.75% 140,000$2.7MAdd +7.7%
EQUITY COMMONWEALTH (EQC 6.5 PERP D) 6.5% CNV PFD D 85,000$2.1MAdd +136.8%
EPR PROPERTIES (EPR 9 PERP E) CONV PFD 9% SR E 76,709$2.1MNo change
BRAEMAR HOTELS & RESORTS (BHR 4.5 06/01/26) NOTE 4.500% 6/0 · principal 1,500,000$1.3MNo change
PEBBLEBROOK HOTEL TRUST (PEB 1.75 12/15/26) NOTE 1.750%12/1 · principal 940,000$848KReduce -53.0%

Total filed on the 13F, all lines: $1.1B.

Portfolio Sells Q4 2023 → Q1 2024
AMT American Tower Corp. Reduce -76.6% 1.26% −5.41
OMC Omnicom Group Sold out 0.00% −2.01
CCI Crown Castle Inc. Reduce -0.1% 8.20% −1.92
AMD Advanced Micro Devices Sold out 0.00% −1.46
LAMR Lamar Advertising Co. Class A Sold out 0.00% −1.35
JNPR Juniper Networks Inc. Reduce -47.7% 1.45% −1.05
CHTR Charter Communications Inc. Class A Reduce -10.4% 1.15% −0.80
SUI Sun Communities Inc. Reduce -27.6% 1.16% −0.73
LXP LXP Industrial Trust Reduce -2.9% 1.49% −0.42
NFLX Netflix Inc. Reduce -26.2% 1.49% −0.34
AD Array Digital Infrastructure Sold out 0.00% −0.32
HLIT Harmonic Inc. Reduce -2.8% 1.45% −0.19
WSR Whitestone REIT Reduce -21.4% 0.39% −0.16
MRVL Marvell Technology Inc. Reduce -5.0% 2.13% −0.03
VRT Vertiv Holdings Co. Class A Reduce -4.3% 2.44% +0.74

Portfolio Buys Q4 2023 → Q1 2024
SBAC SBA Communications Corp. Add +94.3% 11.63% +3.69
TKO Tko Group Holdings Inc. New 2.48% +2.48
PWR Quanta Services Inc. New 2.42% +2.42
OUT Outfront Media Inc. Add +54.4% 4.32% +1.68
GOOG Alphabet Inc. Class C Add +258.5% 2.31% +1.63
NXRT Nexpoint Residential New 1.47% +1.47
T AT&T Inc. Add +47.7% 4.18% +1.12
BE Bloom Energy Corp. Class A New 0.72% +0.72
CZR Caesars Entertainment Inc. Add +238.5% 0.71% +0.45
EQC Equity Commonwealth Add +75.6% 1.10% +0.38
HR Healthcare Realty Trust Inc. Add +150.0% 0.82% +0.37
ANET Arista Networks Inc. Add +8.2% 2.00% +0.30
DOX Amdocs Ltd. Add +16.5% 4.51% +0.25
PI Impinj Inc. Add +3.8% 0.94% +0.22
AIV Apartment Invt & Mgmt Co. Class A Add +25.8% 1.19% +0.17
WMG Warner Music Group Corp. Class A Add +30.2% 2.49% +0.14
TMUS T-Mobile US Inc. Add +17.3% 2.74% +0.14
UNIT Uniti Group LLC Com SHS Add +20.2% 1.43% +0.11
SHO Sunstone Hotel Investors Inc. New 0.08% +0.08
CIEN Ciena Corp. Add +5.8% 2.43% +0.06
LITE Lumentum Holdings Inc. Add +27.3% 2.17% +0.03
TRNO Terreno Realty Corp. Add +5.9% 0.82% −0.01
CWK Cushman & Wakefield UK Holdc Add +8.8% 0.62% −0.05
UHAL.B U-Haul Holding Co.-Non Voting Add +0.6% 0.44% −0.08
FR First Industrial Realty TR Add +6.1% 1.55% −0.11
LBTYA Liberty Global Ltd. Class A Add +3.2% 0.99% −0.15
ERIC Ericsson (lm) Tel-SP ADR Add +20.2% 2.14% −0.17
ALEX Alexander & Baldwin Inc. Add +5.0% 1.33% −0.33
EQIX Equinix Inc. Add +1.5% 17.25% −1.53

Options Activity Q4 2023 → Q1 2024
AMT American Tower Corp. call Sold out 122,300 $26.4Mbefore exit
AD Array Digital Infrastructure put Sold out 189,800 $7.9Mbefore exit
CCI Crown Castle Inc. call Reduce -54.5% 58,700 $6.2M
OUT Outfront Media Inc. call Sold out 415,000 $5.8Mbefore exit
OHI Omega Healthcare Investors put Reduce -10.7% 116,300 $3.7M
O Realty Income Corp. put Add +45.9% 67,100 $3.6M
TDS Telephone and Data Systems call Sold out 176,000 $3.2Mbefore exit
CZR Caesars Entertainment Inc. call Add +18.1% 62,100 $2.7M
IRM Iron Mountain Inc. put Reduce -8.9% 30,600 $2.5M
ARCC Ares Capital Corp. put Reduce -10.2% 109,600 $2.3M
TLT iShares 20+ Year Treasury BD put Sold out 22,800 $2.3Mbefore exit
SLG SL Green Realty Corp. call Sold out 49,000 $2.2Mbefore exit
SPG Simon Property Group Inc. put Reduce -27.6% 10,500 $1.6M
PFF iShares Preferred & Income S put Add +38.7% 50,500 $1.6M
VNQ Vanguard Real Estate ETF put Reduce -16.2% 17,100 $1.5M
ABR Arbor Realty Trust Inc. put Reduce -58.1% 92,000 $1.2M
ARI Apollo Commercial Real Estat put Sold out 98,800 $1.2Mbefore exit
PSA Public Storage put New 3,800 $1.1M
BXMT Blackstone Mortgage Tru Class A put Reduce -8.1% 53,300 $1.1M
EQIX Equinix Inc. call Sold out 1,200 $966Kbefore exit
AD Array Digital Infrastructure call Sold out 18,400 $764Kbefore exit
SPY SS SPDR S&P 500 ETF Trust-US put Sold out 1,500 $713Kbefore exit
PLD Prologis Inc. call Sold out 3,800 $507Kbefore exit
SUI Sun Communities Inc. call Sold out 3,200 $428Kbefore exit
OWL Blue Owl Capital Inc. put Reduce -44.9% 23,100 $355K
PSEC Prospect Capital Corp. put Reduce -58.1% 22,800 $126K

Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.

Notes & Other Activity Q4 2023 → Q1 2024
BLACKSTONE MORTGAGE TR (BXMT 5.5 03/15/27) NOTE 5.500% 3/1 · principal Add +40.0% 3,500,000 $3.2M
RPT REALTY (KIM 7.25 PERP D) 7.25 PFD D CONV Sold out 52,094 $3.0Mbefore exit
KIMCO REALTY CORP (KIM 7.25 PERP N) DP CV CL N 7.25% New 52,094 $2.9M
EPR PROPERTIES (EPR 5.75 PERP C) PFD C CV 5.75% Add +7.7% 140,000 $2.7M
EQUITY COMMONWEALTH (EQC 6.5 PERP D) 6.5% CNV PFD D Add +136.8% 85,000 $2.1M
PEBBLEBROOK HOTEL TRUST (PEB 1.75 12/15/26) NOTE 1.750%12/1 · principal Reduce -53.0% 940,000 $848K

Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 55$1.7BEQIX, DOX, AMT, ANET, AMZN
Q1 2026 56$1.6BEQIX, SBAC, DOX, T, AMZN
Q4 2025 55$1.3BEQIX, SBAC, DOX, AMZN, T
Q3 2025 57$1.2BEQIX, SBAC, DOX, T, HPE
Q2 2025 45$990.3MEQIX, SBAC, DOX, T, AMZN
Q1 2025 46$1.2BEQIX, SBAC, DLR, CCOI, CCI
Q4 2024Amended 50$1.4BEQIX, SBAC, CCOI, T, DLR
Q3 2024 53$1.3BSBAC, EQIX, CCI, DOX, T
Q2 2024 49$1.1BEQIX, SBAC, CCI, T, DOX
Q1 2024 41$1.1BEQIX, SBAC, CCI, DOX, OUT