DigitalBridge Group, Inc. In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 13, 2025), DigitalBridge Group, Inc. reported 45 stock positions worth $990.3 million . Its top holding was Equinix (EQIX) at 7.0% of the portfolio, followed by SBA Communications (SBAC, 6.9% ) and Amdocs (DOX, 5.4% ). Compared with Q1 2025, it opened 7 new positions, sold out of 8, added to 10 and reduced 28. The biggest buy was a new position in Salesforce (CRM) and the biggest sale Equinix (EQIX, shares −61% ).
Location Boca Raton, FL
CIK 0001679688
Portfolio Value $990.3M (Q2 2025) Holdings 45 stocks · $990.3M 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 Q1 2025 EQIX Equinix Inc. 86,640 $68.9M Reduce -61.0% SBAC SBA Communications Corp. 291,547 $68.5M Reduce -52.8% DOX Amdocs Ltd. 581,016 $53.0M Add +2.5% T AT&T Inc. 1,648,598 $47.7M Reduce -5.5% AMZN Amazon.com Inc. 201,946 $44.3M Add +21.1% PWR Quanta Services Inc. 102,779 $38.9M Reduce -10.1% LYV Live Nation Entertainment Inc. 250,554 $37.9M Add +2.6% STX Seagate Technology Holdings 253,780 $36.6M Reduce -18.7% NVDA Nvidia Corp. 229,216 $36.2M Add +11.3% LITE Lumentum Holdings Inc. 372,057 $35.4M Reduce -14.2% ERIC Ericsson (lm) Tel-SP ADR filed as TELEFONAKTIEBOLAGET LM ERICS 3,893,867 $33.0M Reduce -18.4% CIEN Ciena Corp. 390,853 $31.8M Reduce -14.1% DIS The Walt Disney Co. filed as DISNEY WALT CO 250,477 $31.1M Reduce -2.9% AVGO Broadcom Inc. 110,058 $30.3M Reduce -17.8% ANET Arista Networks Inc. 295,124 $30.2M Reduce -16.4% VRT Vertiv Holdings Co. Class A 232,634 $29.9M Reduce -16.0% CCOI Cogent Communications Holdin 582,974 $28.1M Reduce -40.2% TKO Tko Group Holdings Inc. 150,817 $27.4M Reduce -14.4% RCI Rogers Communications Inc. Class B 868,631 $25.8M Add +4.8% CRM Salesforce Inc. 92,371 $25.2M New WMG Warner Music Group Corp. Class A 806,076 $22.0M Reduce -10.1% BE Bloom Energy Corp. Class A 909,765 $21.8M Add +8.9% CMCSA Comcast Corp. Class A 495,876 $17.7M New OUT Outfront Media Inc. 969,208 $15.8M Reduce -40.6% TRNO Terreno Realty Corp. 268,700 $14.3M Add +137.2% KRG Kite Realty Group Trust 631,400 $13.2M Add +3.4% CCI Crown Castle Inc. 125,656 $12.9M Reduce -77.6% VRE Veris Residential Inc. 818,694 $12.2M Add +16.0% TDS Telephone and Data Systems 305,300 $10.9M Reduce -13.3% NTST Netstreit Corp. 737,429 $10.0M Reduce -34.9% GLPI Gaming and Leisure Propertie 176,490 $8.2M Reduce -0.2% CBRE CBRE Group Inc. Class A 57,350 $8.0M Reduce -11.0% AD Array Digital Infrastructure filed as UNITED STATES CELLULAR CORP 112,653 $7.2M New DLR Digital Realty Trust Inc. 41,200 $7.2M Reduce -90.2% AIV Apartment Invt & Mgmt Co. Class A 1,044,753 $7.2M Reduce -7.2% LXP LXP Industrial Trust 1,044,900 $6.9M New BRDG Bridge Investment Grp HDS-A 687,981 $6.9M Add +14.0% SMA Smartstop Self Storage REIT 197,750 $5.8M New CZR Caesars Entertainment Inc. 181,200 $5.1M Reduce -4.6% PLD Prologis Inc. 40,200 $4.2M Reduce -54.7% WSR Whitestone REIT 333,373 $4.2M Reduce -12.1% PK Park Hotels & Resorts Inc. 356,200 $3.6M New NN Nextnav Inc. 145,798 $2.2M Reduce -16.7% ILPT Industrial Logistics Propert 450,735 $1.6M Reduce -1.2% FUN Six Flags Entertainment Corp. 33,000 $1.0M New
Options reported separately and not counted above: CCI calls ($3.1M), IWM puts ($2.6M), O puts ($2.4M), PLD calls ($2.0M), WELL puts ($1.7M), TDS calls ($1.6M), STWD puts ($1.3M), SPG puts ($1.1M), OHI puts ($616K), CZR calls ($375K).
Other holdings (6): bonds, preferreds, convertibles and warrants · $8.7M (not counted above) Total filed on the 13F, all lines: $999.0M.
Portfolio Sells Q1 2025 → Q2 2025 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 Q1 2025 % Of Portfolio Change To Portfolio ▲ EQIX Equinix Inc. Reduce -61.0% 6.96% −7.84 DLR Digital Realty Trust Inc. Reduce -90.2% 0.73% −4.20 SBAC SBA Communications Corp. Reduce -52.8% 6.91% −4.20 CCI Crown Castle Inc. Reduce -77.6% 1.30% −3.49 CCOI Cogent Communications Holdin Reduce -40.2% 2.84% −2.05 AMT American Tower Corp. Sold out 0.00% −1.99 HPE Hewlett Packard Enterprise Sold out 0.00% −1.12 EGP Eastgroup Properties Inc. Sold out 0.00% −0.47 RHP Ryman Hospitality Properties Sold out 0.00% −0.46 ELME Elme Communities Sold out 0.00% −0.39 PLD Prologis Inc. Reduce -54.7% 0.43% −0.38 UNIT Uniti Group LLC Com SHS Sold out 0.00% −0.26 HUDSON PAC PPTYS INC Sold out 0.00% −0.18 OUT Outfront Media Inc. Reduce -40.6% 1.60% −0.16 NTST Netstreit Corp. Reduce -34.9% 1.01% −0.14 WMG Warner Music Group Corp. Class A Reduce -10.1% 2.22% −0.08 CCO Clear Channel Outdoor Holdin Sold out 0.00% −0.07 TDS Telephone and Data Systems Reduce -13.3% 1.10% −0.02 ILPT Industrial Logistics Propert Reduce -1.2% 0.17% +0.04 NN Nextnav Inc. Reduce -16.7% 0.22% +0.05 WSR Whitestone REIT Reduce -12.1% 0.42% +0.06 AIV Apartment Invt & Mgmt Co. Class A Reduce -7.2% 0.72% +0.08 GLPI Gaming and Leisure Propertie Reduce -0.2% 0.83% +0.10 CBRE CBRE Group Inc. Class A Reduce -11.0% 0.81% +0.12 CZR Caesars Entertainment Inc. Reduce -4.6% 0.52% +0.13 ERIC Ericsson (lm) Tel-SP ADR Reduce -18.4% 3.33% +0.31 TKO Tko Group Holdings Inc. Reduce -14.4% 2.77% +0.57 T AT&T Inc. Reduce -5.5% 4.82% +0.78 ANET Arista Networks Inc. Reduce -16.4% 3.05% +0.81 CIEN Ciena Corp. Reduce -14.1% 3.21% +0.96 DIS The Walt Disney Co. Reduce -2.9% 3.14% +1.05 AVGO Broadcom Inc. Reduce -17.8% 3.06% +1.23 LITE Lumentum Holdings Inc. Reduce -14.2% 3.57% +1.36 VRT Vertiv Holdings Co. Class A Reduce -16.0% 3.02% +1.38 STX Seagate Technology Holdings Reduce -18.7% 3.70% +1.53 PWR Quanta Services Inc. Reduce -10.1% 3.92% +1.55
Portfolio Buys Q1 2025 → Q2 2025 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 Q1 2025 % Of Portfolio Change To Portfolio ▼ CRM Salesforce Inc. New 2.54% +2.54 AMZN Amazon.com Inc. Add +21.1% 4.47% +1.88 NVDA Nvidia Corp. Add +11.3% 3.66% +1.83 CMCSA Comcast Corp. Class A New 1.79% +1.79 LYV Live Nation Entertainment Inc. Add +2.6% 3.83% +1.22 DOX Amdocs Ltd. Add +2.5% 5.35% +1.11 TRNO Terreno Realty Corp. Add +137.2% 1.45% +0.86 BE Bloom Energy Corp. Class A Add +8.9% 2.20% +0.85 AD Array Digital Infrastructure New 0.73% +0.73 LXP LXP Industrial Trust New 0.70% +0.70 SMA Smartstop Self Storage REIT New 0.58% +0.58 VRE Veris Residential Inc. Add +16.0% 1.23% +0.39 PK Park Hotels & Resorts Inc. New 0.37% +0.37 BRDG Bridge Investment Grp HDS-A Add +14.0% 0.70% +0.22 KRG Kite Realty Group Trust Add +3.4% 1.33% +0.22 FUN Six Flags Entertainment Corp. New 0.10% +0.10 RCI Rogers Communications Inc. Class B Add +4.8% 2.60% −0.00
Options Activity Q1 2025 → Q2 2025 Security Type Change vs Q1 2025 Underlying Shares Value ▼ CCI Crown Castle Inc. call Reduce -9.2% 29,700 $3.1M IWM iShares Russell 2000 ETF put New 12,000 $2.6M PLD Prologis Inc. call Add +17.6% 19,400 $2.0M STWD Starwood Property Trust Inc. put Add +235.2% 65,700 $1.3M CZR Caesars Entertainment Inc. call Add +34.7% 13,200 $375K OBDC Blue Owl Capital Corp. put Sold out 16,500 $242Kbefore exit
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings 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