DigitalBridge Group, Inc.
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 18, 2025), DigitalBridge Group, Inc. reported 57 stock positions worth $1.2 billion. Its top holding was Equinix (EQIX) at 7.4% of the portfolio, followed by SBA Communications (SBAC, 6.3%) and Amdocs (DOX, 5.2%). Compared with Q2 2025, it opened 15 new positions, sold out of 3, added to 21 and reduced 21. The biggest buy was a new position in Hewlett Packard Enterprise (HPE) and the biggest sale an exit from Ericsson (lm) Tel-SP ADR (ERIC).
- Most Recent 13F
- Q2 2026
- Location
- Boca Raton, FL
- CIK
- 0001679688
- Portfolio Value
- $1.2B (Q3 2025)
- SEC Filing
- 0001172661-25-005202 ↗ filed Nov 18, 2025
Holdings Value
Holdings 57 stocks · $1.2B
| EQIX Equinix Inc. | 7.41% | 115,366 | $90.4M | Add +33.2% |
| SBAC SBA Communications Corp. | 6.34% | 400,120 | $77.4M | Add +37.2% |
| DOX Amdocs Ltd. | 5.18% | 769,432 | $63.1M | Add +32.4% |
| T AT&T Inc. | 4.11% | 1,773,503 | $50.1M | Add +7.6% |
| HPE Hewlett Packard Enterprise | 3.87% | 1,921,957 | $47.2M | New |
| STX Seagate Technology Holdings | 3.84% | 198,455 | $46.8M | Reduce -21.8% |
| CIEN Ciena Corp. | 3.70% | 309,880 | $45.1M | Reduce -20.7% |
| VRT Vertiv Holdings Co. Class A | 3.66% | 295,975 | $44.7M | Add +27.2% |
| ENTG Entegris Inc. | 3.23% | 426,348 | $39.4M | New |
| AMZN Amazon.com Inc. | 3.22% | 178,552 | $39.2M | Reduce -11.6% |
| WMG Warner Music Group Corp. Class A | 3.17% | 1,136,333 | $38.7M | Add +41.0% |
| LITE Lumentum Holdings Inc. | 3.09% | 231,287 | $37.6M | Reduce -37.8% |
| BE Bloom Energy Corp. Class A | 3.05% | 440,208 | $37.2M | Reduce -51.6% |
| LYV Live Nation Entertainment Inc. | 3.04% | 226,719 | $37.0M | Reduce -9.5% |
| PWR Quanta Services Inc. | 2.90% | 85,395 | $35.4M | Reduce -16.9% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 2.81% | 298,938 | $34.2M | Add +19.4% |
| CRM Salesforce Inc. | 2.79% | 143,703 | $34.1M | Add +55.6% |
| ANET Arista Networks Inc. | 2.74% | 228,946 | $33.4M | Reduce -22.4% |
| CCOI Cogent Communications Holdin | 2.67% | 850,073 | $32.6M | Add +45.8% |
| TKO Tko Group Holdings Inc. | 2.65% | 160,068 | $32.3M | Add +6.1% |
| NVDA Nvidia Corp. | 2.63% | 171,766 | $32.0M | Reduce -25.1% |
| AVGO Broadcom Inc. | 2.61% | 96,389 | $31.8M | Reduce -12.4% |
| RCI Rogers Communications Inc. Class B | 2.48% | 1,159,502 | $30.3M | Add +33.5% |
| CMCSA Comcast Corp. Class A | 2.13% | 825,509 | $25.9M | Add +66.5% |
| TRNO Terreno Realty Corp. | 1.53% | 346,700 | $18.6M | Add +29.0% |
| CCI Crown Castle Inc. | 1.46% | 184,900 | $17.8M | Add +47.1% |
| DLR Digital Realty Trust Inc. | 1.38% | 97,400 | $16.8M | Add +136.4% |
| KRG Kite Realty Group Trust | 1.11% | 652,300 | $13.6M | Add +3.3% |
| OUT Outfront Media Inc. | 1.10% | 916,200 | $13.4M | Reduce -5.5% |
| NTST Netstreit Corp. | 0.79% | 639,817 | $9.6M | Reduce -13.2% |
| CBRE CBRE Group Inc. Class A | 0.77% | 59,600 | $9.4M | Add +3.9% |
| VRE Veris Residential Inc. | 0.76% | 605,994 | $9.2M | Reduce -26.0% |
| MAC The Macerich Co. | 0.75% | 513,200 | $9.1M | New |
| TDS Telephone and Data Systems | 0.73% | 226,000 | $8.9M | Reduce -26.0% |
| GLPI Gaming and Leisure Propertie | 0.69% | 179,500 | $8.4M | Add +1.7% |
| GLIBK Liberty Capital Corp. Class C filed as GCI LIBERTY INC | 0.68% | 223,600 | $8.3M | New |
| LXP LXP Industrial Trust | 0.56% | 919,900 | $6.8M | Reduce -12.0% |
| PLYM Plymouth Industrial REIT Inc. | 0.53% | 334,802 | $6.4M | New |
| NXRT Nexpoint Residential | 0.52% | 231,006 | $6.3M | New |
| WSR Whitestone REIT | 0.46% | 454,774 | $5.6M | Add +36.4% |
| CZR Caesars Entertainment Inc. | 0.43% | 196,200 | $5.3M | Add +8.3% |
| AD Array Digital Infrastructure | 0.42% | 101,800 | $5.1M | Reduce -9.6% |
| APO Apollo Global Management Inc. | 0.37% | 34,300 | $4.6M | New |
| PK Park Hotels & Resorts Inc. | 0.24% | 268,300 | $3.0M | Reduce -24.7% |
| SMA Smartstop Self Storage REIT | 0.18% | 68,400 | $2.2M | Reduce -65.4% |
| LAMR Lamar Advertising Co. Class A | 0.16% | 16,300 | $2.0M | New |
| PLD Prologis Inc. | 0.15% | 15,600 | $1.8M | Reduce -61.2% |
| NN Nextnav Inc. | 0.15% | 124,000 | $1.8M | Reduce -14.9% |
| EGP Eastgroup Properties Inc. | 0.13% | 9,300 | $1.6M | New |
| ILPT Industrial Logistics Propert | 0.12% | 290,035 | $1.4M | Reduce -35.6% |
| JLL Jones Lang Lasalle Inc. | 0.10% | 4,100 | $1.2M | New |
| FR First Industrial Realty TR | 0.09% | 22,300 | $1.1M | New |
| FUN Six Flags Entertainment Corp. | 0.08% | 45,000 | $1.0M | Add +36.4% |
| ELS Equity Lifestyle Properties | 0.06% | 12,300 | $747K | New |
| CP Canadian Pacific Kansas City | 0.06% | 9,900 | $737K | New |
| WELL Welltower Inc. | 0.06% | 3,800 | $677K | New |
| CSGP Costar Group Inc. | 0.05% | 7,300 | $616K | New |
Options reported separately and not counted above: SPY puts ($9.2M), CCI calls ($3.3M), O puts ($2.6M), SPG puts ($2.4M), IWM puts ($2.4M), PLD calls ($2.4M), WELL puts ($2.0M), STWD puts ($1.3M), PSA puts ($895K), VNQ puts ($695K), CZR calls ($357K).
Other holdings (5): bonds, preferreds, convertibles and warrants · $7.8M (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| EPR PROPERTIES (EPR 5.75 PERP C) | PFD C CV 5.75% | 125,000 | $3.2M | Add +25.0% |
| EPR PROPERTIES (EPR 9 PERP E) | CONV PFD 9% SR E | 89,743 | $2.8M | No change |
| KIMCO REALTY CORP (KIM 7.25 PERP N) | DP CV CL N 7.25% | 20,060 | $1.2M | Add +0.3% |
| PEBBLEBROOK HOTEL TRUST (PEB 6.3 PERP F) | 6.3 CUM PFD SR F | 20,000 | $404K | Reduce -33.3% |
| PEBBLEBROOK HOTEL TRUST (PEB 6.375 PERP E) | 6.375 PFD SER E | 10,000 | $202K | Reduce -50.0% |
Total filed on the 13F, all lines: $1.2B.
Portfolio Sells Q2 2025 → Q3 2025
| ERIC Ericsson (lm) Tel-SP ADR | Sold out | 0.00% | −3.33 |
| AMZN Amazon.com Inc. | Reduce -11.6% | 3.22% | −1.26 |
| NVDA Nvidia Corp. | Reduce -25.1% | 2.63% | −1.03 |
| PWR Quanta Services Inc. | Reduce -16.9% | 2.90% | −1.02 |
| LYV Live Nation Entertainment Inc. | Reduce -9.5% | 3.04% | −0.79 |
| AIV Apartment Invt & Mgmt Co. Class A | Sold out | 0.00% | −0.72 |
| BRDG Bridge Investment Grp HDS-A | Sold out | 0.00% | −0.70 |
| OUT Outfront Media Inc. | Reduce -5.5% | 1.10% | −0.49 |
| LITE Lumentum Holdings Inc. | Reduce -37.8% | 3.09% | −0.48 |
| VRE Veris Residential Inc. | Reduce -26.0% | 0.76% | −0.48 |
| AVGO Broadcom Inc. | Reduce -12.4% | 2.61% | −0.46 |
| SMA Smartstop Self Storage REIT | Reduce -65.4% | 0.18% | −0.40 |
| TDS Telephone and Data Systems | Reduce -26.0% | 0.73% | −0.37 |
| ANET Arista Networks Inc. | Reduce -22.4% | 2.74% | −0.31 |
| AD Array Digital Infrastructure | Reduce -9.6% | 0.42% | −0.31 |
| PLD Prologis Inc. | Reduce -61.2% | 0.15% | −0.28 |
| NTST Netstreit Corp. | Reduce -13.2% | 0.79% | −0.23 |
| LXP LXP Industrial Trust | Reduce -12.0% | 0.56% | −0.14 |
| PK Park Hotels & Resorts Inc. | Reduce -24.7% | 0.24% | −0.12 |
| NN Nextnav Inc. | Reduce -14.9% | 0.15% | −0.08 |
| ILPT Industrial Logistics Propert | Reduce -35.6% | 0.12% | −0.05 |
| STX Seagate Technology Holdings | Reduce -21.8% | 3.84% | +0.14 |
| CIEN Ciena Corp. | Reduce -20.7% | 3.70% | +0.49 |
| BE Bloom Energy Corp. Class A | Reduce -51.6% | 3.05% | +0.86 |
Portfolio Buys Q2 2025 → Q3 2025
| HPE Hewlett Packard Enterprise | New | 3.87% | +3.87 |
| ENTG Entegris Inc. | New | 3.23% | +3.23 |
| WMG Warner Music Group Corp. Class A | Add +41.0% | 3.17% | +0.96 |
| MAC The Macerich Co. | New | 0.75% | +0.75 |
| GLIBK Liberty Capital Corp. Class C | New | 0.68% | +0.68 |
| DLR Digital Realty Trust Inc. | Add +136.4% | 1.38% | +0.66 |
| VRT Vertiv Holdings Co. Class A | Add +27.2% | 3.66% | +0.65 |
| PLYM Plymouth Industrial REIT Inc. | New | 0.53% | +0.53 |
| NXRT Nexpoint Residential | New | 0.52% | +0.52 |
| EQIX Equinix Inc. | Add +33.2% | 7.41% | +0.45 |
| APO Apollo Global Management Inc. | New | 0.37% | +0.37 |
| CMCSA Comcast Corp. Class A | Add +66.5% | 2.13% | +0.34 |
| CRM Salesforce Inc. | Add +55.6% | 2.79% | +0.25 |
| LAMR Lamar Advertising Co. Class A | New | 0.16% | +0.16 |
| CCI Crown Castle Inc. | Add +47.1% | 1.46% | +0.16 |
| EGP Eastgroup Properties Inc. | New | 0.13% | +0.13 |
| JLL Jones Lang Lasalle Inc. | New | 0.10% | +0.10 |
| FR First Industrial Realty TR | New | 0.09% | +0.09 |
| TRNO Terreno Realty Corp. | Add +29.0% | 1.53% | +0.08 |
| ELS Equity Lifestyle Properties | New | 0.06% | +0.06 |
| CP Canadian Pacific Kansas City | New | 0.06% | +0.06 |
| WELL Welltower Inc. | New | 0.06% | +0.06 |
| CSGP Costar Group Inc. | New | 0.05% | +0.05 |
| WSR Whitestone REIT | Add +36.4% | 0.46% | +0.04 |
| FUN Six Flags Entertainment Corp. | Add +36.4% | 0.08% | −0.02 |
| CBRE CBRE Group Inc. Class A | Add +3.9% | 0.77% | −0.04 |
| CZR Caesars Entertainment Inc. | Add +8.3% | 0.43% | −0.08 |
| RCI Rogers Communications Inc. Class B | Add +33.5% | 2.48% | −0.12 |
| TKO Tko Group Holdings Inc. | Add +6.1% | 2.65% | −0.12 |
| GLPI Gaming and Leisure Propertie | Add +1.7% | 0.69% | −0.15 |
| CCOI Cogent Communications Holdin | Add +45.8% | 2.67% | −0.16 |
| DOX Amdocs Ltd. | Add +32.4% | 5.18% | −0.18 |
| KRG Kite Realty Group Trust | Add +3.3% | 1.11% | −0.22 |
| DIS The Walt Disney Co. | Add +19.4% | 2.81% | −0.33 |
| SBAC SBA Communications Corp. | Add +37.2% | 6.34% | −0.57 |
| T AT&T Inc. | Add +7.6% | 4.11% | −0.71 |
Options Activity Q2 2025 → Q3 2025
| SPY SS SPDR S&P 500 ETF Trust-US | put | New | 13,800 | $9.2M |
| CCI Crown Castle Inc. | call | Add +13.5% | 33,700 | $3.3M |
| O Realty Income Corp. | put | Add +3.7% | 42,300 | $2.6M |
| SPG Simon Property Group Inc. | put | Add +97.0% | 13,000 | $2.4M |
| IWM iShares Russell 2000 ETF | put | Reduce -17.5% | 9,900 | $2.4M |
| PLD Prologis Inc. | call | Add +7.2% | 20,800 | $2.4M |
| TDS Telephone and Data Systems | call | Sold out | 45,000 | $1.6Mbefore exit |
| PSA Public Storage | put | New | 3,100 | $895K |
| VNQ Vanguard Real Estate ETF | put | New | 7,600 | $695K |
| OHI Omega Healthcare Investors | put | Sold out | 16,800 | $616Kbefore exit |
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
Notes & Other Activity Q2 2025 → Q3 2025
| EPR PROPERTIES (EPR 5.75 PERP C) | PFD C CV 5.75% | Add +25.0% | 125,000 | $3.2M |
| BRAEMAR HOTELS & RESORTS (BHR 4.5 06/01/26) | NOTE 4.500% 6/0 · principal | Sold out | 1,500,000 | $1.3Mbefore exit |
| KIMCO REALTY CORP (KIM 7.25 PERP N) | DP CV CL N 7.25% | Add +0.3% | 20,060 | $1.2M |
| PEBBLEBROOK HOTEL TRUST (PEB 6.3 PERP F) | 6.3 CUM PFD SR F | Reduce -33.3% | 20,000 | $404K |
| PEBBLEBROOK HOTEL TRUST (PEB 6.375 PERP E) | 6.375 PFD SER E | Reduce -50.0% | 10,000 | $202K |
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 |