DigitalBridge Group, Inc. In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 19, 2025), DigitalBridge Group, Inc. reported 50 stock positions worth $1.4 billion . Its top holding was Equinix (EQIX) at 13.6% of the portfolio, followed by SBA Communications (SBAC, 12.4% ) and Cogent Communications Holdin (CCOI, 5.1% ). Compared with Q3 2024, it opened 7 new positions, sold out of 10, added to 26 and reduced 16. The biggest buy was Cogent Communications Holdin (CCOI, shares +246% ) and the biggest sale Crown Castle (CCI, shares −46% ).
Location Boca Raton, FL
CIK 0001679688
Portfolio Value $1.4B (Q4 2024) Holdings 50 stocks · $1.4B Holdings quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024
Stock % Of Portfolio ▼ Shares Held Total Value Change vs Q3 2024 EQIX Equinix Inc. 197,696 $186.4M Add +8.4% SBAC SBA Communications Corp. 835,342 $170.2M Add +2.8% CCOI Cogent Communications Holdin 907,916 $70.0M Add +246.0% T AT&T Inc. 2,865,814 $65.3M Add +14.6% DLR Digital Realty Trust Inc. 365,000 $64.7M Add +11.3% DOX Amdocs Ltd. 759,272 $64.6M Add +13.6% ERIC Ericsson (lm) Tel-SP ADR filed as TELEFONAKTIEBOLAGET LM ERICS 6,382,140 $51.4M Add +28.8% HPE Hewlett Packard Enterprise 2,257,824 $48.2M Add +37.3% TKO Tko Group Holdings Inc. 295,710 $42.0M Add +26.5% CIEN Ciena Corp. 494,237 $41.9M Reduce -2.2% STX Seagate Technology Holdings 478,490 $41.3M Add +69.0% PWR Quanta Services Inc. 114,547 $36.2M Add +45.4% ANET Arista Networks Inc. 296,410 $32.8M Add +3.5% LYV Live Nation Entertainment Inc. 245,418 $31.8M Reduce -2.5% LITE Lumentum Holdings Inc. 378,273 $31.8M Reduce -21.3% BE Bloom Energy Corp. Class A 1,418,257 $31.5M Add +5.7% AVGO Broadcom Inc. 121,892 $28.3M Reduce -25.8% WMG Warner Music Group Corp. Class A 896,445 $27.8M Add +29.8% TER Teradyne Inc. 220,270 $27.7M Add +41.2% CCI Crown Castle Inc. 300,900 $27.3M Reduce -45.8% VRT Vertiv Holdings Co. Class A 230,403 $26.2M Reduce -23.3% MRVL Marvell Technology Inc. 212,598 $23.5M Reduce -12.9% OUT Outfront Media Inc. 938,931 $17.1M Reduce -8.4% NTST Netstreit Corp. 953,968 $13.5M Add +1175.4% RHP Ryman Hospitality Properties 117,100 $12.2M New CBRE CBRE Group Inc. Class A 92,949 $12.2M Add +8.1% HLIT Harmonic Inc. 906,615 $12.0M Reduce -22.2% H Hyatt Hotels Corp. Class A 73,462 $11.5M Add +5.7% PLD Prologis Inc. 104,900 $11.1M New AIV Apartment Invt & Mgmt Co. Class A 1,215,953 $11.1M Reduce -30.8% TDS Telephone and Data Systems 297,012 $10.1M Add +1.4% GLPI Gaming and Leisure Propertie 199,796 $9.6M Reduce -8.9% HR Healthcare Realty Trust Inc. 525,836 $8.9M Reduce -1.1% EGP Eastgroup Properties Inc. 53,813 $8.6M Add +8.8% CZR Caesars Entertainment Inc. 238,945 $8.0M Add +23.6% VRE Veris Residential Inc. 439,341 $7.3M Reduce -45.7% TRNO Terreno Realty Corp. 119,889 $7.1M Add +9.7% KRG Kite Realty Group Trust 276,300 $7.0M New LINE Lineage Inc. 88,700 $5.2M New VICI Vici Properties Inc. filed as VICI PPTYS INC 146,600 $4.3M New BRDG Bridge Investment Grp HDS-A 508,035 $4.3M Add +24.4% WSR Whitestone REIT 290,492 $4.1M Add +53.9% UNIT Uniti Group LLC Com SHS 620,910 $3.4M No change HUDSON PAC PPTYS INC 725,700 $2.2M New ALEX Alexander & Baldwin Inc. 111,191 $2.0M Reduce -60.3% NN Nextnav Inc. 116,498 $1.8M Reduce -40.7% SHO Sunstone Hotel Investors Inc. 146,300 $1.7M Reduce -39.6% ILPT Industrial Logistics Propert 456,225 $1.7M Add +20.0% CCO Clear Channel Outdoor Holdin 823,833 $1.1M Add +2.4% CIO City Office REIT Inc. 65,902 $364K New
Options reported separately and not counted above: CCI calls ($3.0M), O puts ($2.4M), PLD calls ($1.7M), IRM puts ($1.7M), TDS calls ($1.5M), ARCC puts ($1.5M), WELL puts ($1.2M), AD puts ($1.1M), SPG puts ($964K), OHI puts ($927K), VNQ puts ($490K), OBDC puts ($386K), and 4 more.
Other holdings (4): bonds, preferreds, convertibles and warrants · $10.3M (not counted above) Total filed on the 13F, all lines: $1.4B.
Portfolio Sells Q3 2024 → Q4 2024 Portfolio Sells quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024
Stock Change vs Q3 2024 % Of Portfolio Change To Portfolio ▲ CCI Crown Castle Inc. Reduce -45.8% 1.99% −3.24 GOOG Alphabet Inc. Class C Sold out 0.00% −1.41 NFLX Netflix Inc. Sold out 0.00% −1.24 SUI Sun Communities Inc. Sold out 0.00% −1.12 COLD Americold Realty Trust Inc. Sold out 0.00% −0.86 EQC Equity Commonwealth Sold out 0.00% −0.83 VRE Veris Residential Inc. Reduce -45.7% 0.53% −0.62 HLIT Harmonic Inc. Reduce -22.2% 0.88% −0.47 VRT Vertiv Holdings Co. Class A Reduce -23.3% 1.91% −0.47 AIV Apartment Invt & Mgmt Co. Class A Reduce -30.8% 0.81% −0.45 NXRT Nexpoint Residential Sold out 0.00% −0.29 ALEX Alexander & Baldwin Inc. Reduce -60.3% 0.14% −0.28 OUT Outfront Media Inc. Reduce -8.4% 1.25% −0.25 DRH Diamondrock Hospitality Co. Sold out 0.00% −0.21 GLPI Gaming and Leisure Propertie Reduce -8.9% 0.70% −0.19 RLJ RLJ Lodging Trust Sold out 0.00% −0.19 AVGO Broadcom Inc. Reduce -25.8% 2.06% −0.19 XHR Xenia Hotels & Resorts Inc. Sold out 0.00% −0.16 AHRT Ah Realty Trust Inc. Sold out 0.00% −0.15 HR Healthcare Realty Trust Inc. Reduce -1.1% 0.65% −0.12 LITE Lumentum Holdings Inc. Reduce -21.3% 2.32% −0.10 SHO Sunstone Hotel Investors Inc. Reduce -39.6% 0.13% −0.07 NN Nextnav Inc. Reduce -40.7% 0.13% +0.02 LYV Live Nation Entertainment Inc. Reduce -2.5% 2.32% +0.13 MRVL Marvell Technology Inc. Reduce -12.9% 1.71% +0.31 CIEN Ciena Corp. Reduce -2.2% 3.06% +0.59
Portfolio Buys Q3 2024 → Q4 2024 Portfolio Buys quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024
Stock Change vs Q3 2024 % Of Portfolio Change To Portfolio ▼ CCOI Cogent Communications Holdin Add +246.0% 5.11% +3.52 BE Bloom Energy Corp. Class A Add +5.7% 2.30% +1.17 RHP Ryman Hospitality Properties New 0.89% +0.89 NTST Netstreit Corp. Add +1175.4% 0.99% +0.89 HPE Hewlett Packard Enterprise Add +37.3% 3.52% +0.84 PLD Prologis Inc. New 0.81% +0.81 PWR Quanta Services Inc. Add +45.4% 2.64% +0.77 ERIC Ericsson (lm) Tel-SP ADR Add +28.8% 3.75% +0.77 TKO Tko Group Holdings Inc. Add +26.5% 3.07% +0.77 EQIX Equinix Inc. Add +8.4% 13.60% +0.74 STX Seagate Technology Holdings Add +69.0% 3.01% +0.55 KRG Kite Realty Group Trust New 0.51% +0.51 DLR Digital Realty Trust Inc. Add +11.3% 4.72% +0.51 T AT&T Inc. Add +14.6% 4.76% +0.39 LINE Lineage Inc. New 0.38% +0.38 TER Teradyne Inc. Add +41.2% 2.02% +0.36 VICI Vici Properties Inc. New 0.31% +0.31 WMG Warner Music Group Corp. Class A Add +29.8% 2.03% +0.31 ANET Arista Networks Inc. Add +3.5% 2.39% +0.21 TDS Telephone and Data Systems Add +1.4% 0.74% +0.20 HUDSON PAC PPTYS INC New 0.16% +0.16 WSR Whitestone REIT Add +53.9% 0.30% +0.10 DOX Amdocs Ltd. Add +13.6% 4.72% +0.07 CBRE CBRE Group Inc. Class A Add +8.1% 0.89% +0.04 CIO City Office REIT Inc. New 0.03% +0.03 H Hyatt Hotels Corp. Class A Add +5.7% 0.84% +0.00 BRDG Bridge Investment Grp HDS-A Add +24.4% 0.31% −0.01 CCO Clear Channel Outdoor Holdin Add +2.4% 0.08% −0.02 ILPT Industrial Logistics Propert Add +20.0% 0.12% −0.02 CZR Caesars Entertainment Inc. Add +23.6% 0.58% −0.06 TRNO Terreno Realty Corp. Add +9.7% 0.52% −0.06 EGP Eastgroup Properties Inc. Add +8.8% 0.63% −0.10 SBAC SBA Communications Corp. Add +2.8% 12.42% −3.12
Options Activity Q3 2024 → Q4 2024 Security Type Change vs Q3 2024 Underlying Shares Value ▼ CCI Crown Castle Inc. call Reduce -9.7% 32,700 $3.0M O Realty Income Corp. put Reduce -8.4% 44,400 $2.4M WELL Welltower Inc. put Reduce -22.6% 9,600 $1.2M OHI Omega Healthcare Investors put Reduce -38.0% 24,500 $927K OBDC Blue Owl Capital Corp. put New 25,500 $386K CZR Caesars Entertainment Inc. call Reduce -88.7% 9,800 $328K GBDC Golub Capital BDC Inc. put New 16,500 $250K
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
Notes & Other Activity Q3 2024 → Q4 2024 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 2024 Amended 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