DigitalBridge Group, Inc.

In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 14, 2024), DigitalBridge Group, Inc. reported 49 stock positions worth $1.1 billion. Its top holding was Equinix (EQIX) at 13.0% of the portfolio, followed by SBA Communications (SBAC, 10.5%) and Crown Castle (CCI, 6.6%). Compared with Q1 2024, it opened 13 new positions, sold out of 5, added to 14 and reduced 22. The biggest buy was a new position in Digital Realty Trust (DLR) and the biggest sale Equinix (EQIX, shares −16%).

Most Recent 13F
Q2 2026
Location
Boca Raton, FL
CIK
0001679688
Portfolio Value
$1.1B (Q2 2024)
SEC Filing
0001172661-24-003442 ↗ filed Aug 14, 2024

Holdings Value

0$500.0M$1.0B$1.5B$2.0B Q1 2024: $1.1B Q1 2024 Q2 2024: $1.1B $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 49 stocks · $1.1B
EQIX Equinix Inc. 12.96% 191,480 $144.9M Reduce -15.8%
SBAC SBA Communications Corp. 10.55% 600,766 $117.9M Add +2.9%
CCI Crown Castle Inc. 6.64% 759,235 $74.2M Reduce -9.9%
T AT&T Inc. 4.36% 2,548,186 $48.7M Reduce -1.4%
DOX Amdocs Ltd. 4.28% 605,772 $47.8M Add +11.5%
OUT Outfront Media Inc. 4.00% 3,126,062 $44.7M Add +11.7%
ERIC Ericsson (lm) Tel-SP ADR filed as TELEFONAKTIEBOLAGET LM ERICS 2.77% 5,018,017 $31.0M Add +18.6%
DLR Digital Realty Trust Inc. 2.70% 198,667 $30.2M New
LITE Lumentum Holdings Inc. 2.53% 554,529 $28.2M Add +10.9%
TMUS T-Mobile US Inc. 2.35% 149,074 $26.3M Reduce -18.4%
NFLX Netflix Inc. 2.18% 36,063 $24.3M Add +35.5%
ANET Arista Networks Inc. 2.15% 68,729 $24.1M Reduce -8.2%
TKO Tko Group Holdings Inc. 2.06% 212,962 $23.0M Reduce -31.7%
MRVL Marvell Technology Inc. 2.05% 327,105 $22.9M Add +0.1%
PWR Quanta Services Inc. 1.98% 86,965 $22.1M Reduce -14.1%
NVT Nvent Electric PLC 1.90% 277,918 $21.3M New
SUI Sun Communities Inc. filed as SUN CMNTYS INC 1.90% 176,365 $21.2M Add +79.3%
WMG Warner Music Group Corp. Class A 1.89% 688,174 $21.1M Reduce -16.0%
VRT Vertiv Holdings Co. Class A 1.87% 241,545 $20.9M Reduce -25.6%
GOOG Alphabet Inc. Class C 1.85% 113,015 $20.7M Reduce -31.5%
HPE Hewlett Packard Enterprise 1.83% 968,142 $20.5M New
LYV Live Nation Entertainment Inc. 1.83% 218,185 $20.5M New
CIEN Ciena Corp. 1.81% 421,019 $20.3M Reduce -21.4%
PLD Prologis Inc. 1.67% 166,610 $18.7M New
AVGO Broadcom Inc. 1.58% 10,998 $17.7M New
GLPI Gaming and Leisure Propertie 1.51% 374,600 $16.9M New
AIV Apartment Invt & Mgmt Co. Class A 1.40% 1,893,949 $15.7M Add +20.1%
JNPR Juniper Networks Inc. 1.36% 417,903 $15.2M Reduce -2.0%
BE Bloom Energy Corp. Class A 1.27% 1,160,389 $14.2M Add +66.3%
HLIT Harmonic Inc. 1.23% 1,167,088 $13.7M Reduce -0.4%
VRE Veris Residential Inc. 1.22% 911,514 $13.7M New
CZR Caesars Entertainment Inc. 0.98% 275,943 $11.0M Add +56.8%
NXRT Nexpoint Residential 0.93% 263,748 $10.4M Reduce -47.0%
TRNO Terreno Realty Corp. 0.93% 175,288 $10.4M Add +30.1%
ALEX Alexander & Baldwin Inc. 0.83% 547,970 $9.3M Reduce -37.6%
LXP LXP Industrial Trust 0.81% 993,878 $9.1M Reduce -44.7%
EQC Equity Commonwealth 0.79% 457,745 $8.9M Reduce -27.6%
FR First Industrial Realty TR 0.76% 177,832 $8.4M Reduce -44.5%
HR Healthcare Realty Trust Inc. 0.74% 504,018 $8.3M Reduce -20.0%
ELME Elme Communities 0.73% 510,496 $8.1M New
CBRE CBRE Group Inc. Class A 0.49% 61,390 $5.5M New
H Hyatt Hotels Corp. Class A 0.49% 36,000 $5.5M New
CWK Cushman & Wakefield UK Holdc 0.46% 494,649 $5.1M Reduce -23.1%
WSR Whitestone REIT 0.45% 375,657 $5.0M Add +11.5%
AMT American Tower Corp. 0.32% 18,500 $3.6M Reduce -73.4%
UNIT Uniti Group LLC Com SHS 0.16% 620,910 $1.8M Reduce -76.5%
MAC The Macerich Co. 0.16% 114,245 $1.8M New
NN Nextnav Inc. 0.16% 214,703 $1.7M New
ILPT Industrial Logistics Propert 0.13% 396,243 $1.5M Add +2.8%

Options reported separately and not counted above: CCI calls ($5.7M), CZR calls ($3.9M), O puts ($3.0M), IRM puts ($2.3M), ARCC puts ($2.3M), PLD calls ($2.2M), OHI puts ($2.1M), SPG puts ($1.6M), PFF puts ($1.6M), ABR puts ($1.6M), VNQ puts ($1.4M), STWD puts ($1.1M), and 4 more.

Other holdings (5): bonds, preferreds, convertibles and warrants · $12.9M (not counted above)
SecurityClassShares / PrincipalValueChange
BLACKSTONE MORTGAGE TR (BXMT 5.5 03/15/27) NOTE 5.500% 3/1 · principal 4,500,000$4.1MAdd +28.6%
EPR PROPERTIES (EPR 5.75 PERP C) PFD C CV 5.75% 155,000$3.0MAdd +10.7%
EQUITY COMMONWEALTH (EQC 6.5 PERP D) 6.5% CNV PFD D 93,730$2.3MAdd +10.3%
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

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

Portfolio Sells Q1 2024 → Q2 2024
EQIX Equinix Inc. Reduce -15.8% 12.96% −4.29
CCI Crown Castle Inc. Reduce -9.9% 6.64% −1.56
UNIT Uniti Group LLC Com SHS Reduce -76.5% 0.16% −1.27
CHTR Charter Communications Inc. Class A Sold out 0.00% −1.15
LBTYA Liberty Global Ltd. Class A Sold out 0.00% −0.99
PI Impinj Inc. Sold out 0.00% −0.94
AMT American Tower Corp. Reduce -73.4% 0.32% −0.94
FR First Industrial Realty TR Reduce -44.5% 0.76% −0.79
LXP LXP Industrial Trust Reduce -44.7% 0.81% −0.68
CIEN Ciena Corp. Reduce -21.4% 1.81% −0.62
WMG Warner Music Group Corp. Class A Reduce -16.0% 1.89% −0.60
VRT Vertiv Holdings Co. Class A Reduce -25.6% 1.87% −0.57
NXRT Nexpoint Residential Reduce -47.0% 0.93% −0.54
ALEX Alexander & Baldwin Inc. Reduce -37.6% 0.83% −0.50
GOOG Alphabet Inc. Class C Reduce -31.5% 1.85% −0.45
PWR Quanta Services Inc. Reduce -14.1% 1.98% −0.44
UHAL.B U-Haul Holding Co.-Non Voting Sold out 0.00% −0.44
TKO Tko Group Holdings Inc. Reduce -31.7% 2.06% −0.42
TMUS T-Mobile US Inc. Reduce -18.4% 2.35% −0.39
EQC Equity Commonwealth Reduce -27.6% 0.79% −0.30
HLIT Harmonic Inc. Reduce -0.4% 1.23% −0.22
CWK Cushman & Wakefield UK Holdc Reduce -23.1% 0.46% −0.16
JNPR Juniper Networks Inc. Reduce -2.0% 1.36% −0.09
SHO Sunstone Hotel Investors Inc. Sold out 0.00% −0.08
HR Healthcare Realty Trust Inc. Reduce -20.0% 0.74% −0.08
ANET Arista Networks Inc. Reduce -8.2% 2.15% +0.16
T AT&T Inc. Reduce -1.4% 4.36% +0.18

Portfolio Buys Q1 2024 → Q2 2024
DLR Digital Realty Trust Inc. New 2.70% +2.70
NVT Nvent Electric PLC New 1.90% +1.90
HPE Hewlett Packard Enterprise New 1.83% +1.83
LYV Live Nation Entertainment Inc. New 1.83% +1.83
PLD Prologis Inc. New 1.67% +1.67
AVGO Broadcom Inc. New 1.58% +1.58
GLPI Gaming and Leisure Propertie New 1.51% +1.51
VRE Veris Residential Inc. New 1.22% +1.22
SUI Sun Communities Inc. Add +79.3% 1.90% +0.74
ELME Elme Communities New 0.73% +0.73
NFLX Netflix Inc. Add +35.5% 2.18% +0.69
ERIC Ericsson (lm) Tel-SP ADR Add +18.6% 2.77% +0.63
BE Bloom Energy Corp. Class A Add +66.3% 1.27% +0.55
CBRE CBRE Group Inc. Class A New 0.49% +0.49
H Hyatt Hotels Corp. Class A New 0.49% +0.49
LITE Lumentum Holdings Inc. Add +10.9% 2.53% +0.35
CZR Caesars Entertainment Inc. Add +56.8% 0.98% +0.27
AIV Apartment Invt & Mgmt Co. Class A Add +20.1% 1.40% +0.22
MAC The Macerich Co. New 0.16% +0.16
NN Nextnav Inc. New 0.16% +0.16
TRNO Terreno Realty Corp. Add +30.1% 0.93% +0.11
WSR Whitestone REIT Add +11.5% 0.45% +0.06
ILPT Industrial Logistics Propert Add +2.8% 0.13% −0.02
MRVL Marvell Technology Inc. Add +0.1% 2.05% −0.08
DOX Amdocs Ltd. Add +11.5% 4.28% −0.23
OUT Outfront Media Inc. Add +11.7% 4.00% −0.32
SBAC SBA Communications Corp. Add +2.9% 10.55% −1.08

Options Activity Q1 2024 → Q2 2024
CZR Caesars Entertainment Inc. call Add +59.7% 99,200 $3.9M
O Realty Income Corp. put Reduce -14.9% 57,100 $3.0M
IRM Iron Mountain Inc. put Reduce -16.7% 25,500 $2.3M
PLD Prologis Inc. call New 20,000 $2.2M
OHI Omega Healthcare Investors put Reduce -47.2% 61,400 $2.1M
ABR Arbor Realty Trust Inc. put Add +18.7% 109,200 $1.6M
VNQ Vanguard Real Estate ETF put Reduce -4.7% 16,300 $1.4M
PSA Public Storage put Sold out 3,800 $1.1Mbefore exit
STWD Starwood Property Trust Inc. put Add +49.5% 57,400 $1.1M
WELL Welltower Inc. put New 6,500 $678K
TMF Dir DLY 20+YR TR BL3X ETF-Ui put New 13,700 $664K
OWL Blue Owl Capital Inc. put Sold out 23,100 $355Kbefore exit
OBDC Blue Owl Capital Corp. put New 23,100 $355K
PSEC Prospect Capital Corp. put Sold out 22,800 $126Kbefore 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 2024 → Q2 2024
BLACKSTONE MORTGAGE TR (BXMT 5.5 03/15/27) NOTE 5.500% 3/1 · principal Add +28.6% 4,500,000 $4.1M
EPR PROPERTIES (EPR 5.75 PERP C) PFD C CV 5.75% Add +10.7% 155,000 $3.0M
KIMCO REALTY CORP (KIM 7.25 PERP N) DP CV CL N 7.25% Sold out 52,094 $2.9Mbefore exit
EQUITY COMMONWEALTH (EQC 6.5 PERP D) 6.5% CNV PFD D Add +10.3% 93,730 $2.3M
PEBBLEBROOK HOTEL TRUST (PEB 1.75 12/15/26) NOTE 1.750%12/1 · principal Sold out 940,000 $848Kbefore exit

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