DigitalBridge Group, Inc.
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 15, 2026), DigitalBridge Group, Inc. reported 56 stock positions worth $1.6 billion. Its top holding was Equinix (EQIX) at 8.6% of the portfolio, followed by SBA Communications (SBAC, 6.4%) and Amdocs (DOX, 6.1%). Compared with Q4 2025, it opened 12 new positions, sold out of 11, added to 24 and reduced 17. The biggest buy was a new position in Iron Mountain (IRM) and the biggest sale an exit from Marvell Technology (MRVL).
- Most Recent 13F
- Q2 2026
- Location
- Boca Raton, FL
- CIK
- 0001679688
- Portfolio Value
- $1.6B (Q1 2026)
- SEC Filing
- 0001172661-26-002001 ↗ filed May 15, 2026
Holdings Value
Holdings 56 stocks · $1.6B
| EQIX Equinix Inc. | 8.55% | 137,003 | $134.3M | Add +1.5% |
| SBAC SBA Communications Corp. | 6.39% | 583,243 | $100.4M | Add +22.1% |
| DOX Amdocs Ltd. | 6.13% | 1,474,060 | $96.2M | Add +48.1% |
| T AT&T Inc. | 5.50% | 2,980,032 | $86.4M | Add +51.2% |
| AMZN Amazon.com Inc. | 3.97% | 299,438 | $62.4M | Add +21.3% |
| ANET Arista Networks Inc. | 3.93% | 502,099 | $61.6M | Add +47.8% |
| HPE Hewlett Packard Enterprise | 3.59% | 2,366,763 | $56.4M | Add +36.5% |
| NVDA Nvidia Corp. | 3.38% | 304,210 | $53.1M | Add +48.8% |
| LYV Live Nation Entertainment Inc. | 3.34% | 343,856 | $52.4M | Add +7.1% |
| VRT Vertiv Holdings Co. Class A | 3.30% | 206,790 | $51.8M | Reduce -14.4% |
| IRM Iron Mountain Inc. filed as IRON MTN INC DEL | 3.28% | 504,021 | $51.5M | New |
| CIEN Ciena Corp. | 3.27% | 132,081 | $51.3M | Reduce -20.4% |
| PWR Quanta Services Inc. | 3.10% | 88,784 | $48.7M | Add +8.6% |
| LITE Lumentum Holdings Inc. | 3.04% | 68,027 | $47.8M | Reduce -45.7% |
| NFLX Netflix Inc. | 2.98% | 487,525 | $46.9M | New |
| CRM Salesforce Inc. | 2.80% | 235,334 | $43.9M | Add +48.8% |
| RCI Rogers Communications Inc. Class B | 2.77% | 1,129,186 | $43.4M | Add +30.8% |
| SMTC Semtech Corp. | 2.75% | 561,111 | $43.1M | New |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 2.72% | 442,625 | $42.7M | Add +16.2% |
| STX Seagate Technology Holdings | 2.70% | 108,121 | $42.4M | Reduce -34.1% |
| WMG Warner Music Group Corp. Class A | 2.52% | 1,552,534 | $39.7M | Add +20.1% |
| BE Bloom Energy Corp. Class A | 2.26% | 262,250 | $35.5M | Reduce -4.8% |
| TKO Tko Group Holdings Inc. | 2.24% | 174,562 | $35.2M | Reduce -4.2% |
| CMCSA Comcast Corp. Class A | 1.84% | 1,007,975 | $28.9M | Reduce -10.3% |
| ENTG Entegris Inc. | 1.53% | 204,785 | $24.0M | Reduce -55.4% |
| CCOI Cogent Communications Holdin | 1.37% | 1,142,952 | $21.5M | Add +79.7% |
| INVH Invitation Homes Inc. | 1.11% | 701,700 | $17.4M | New |
| UHAL.B U-Haul Holding Co.-Non Voting | 0.99% | 347,900 | $15.5M | New |
| GLPI Gaming and Leisure Propertie | 0.98% | 346,000 | $15.4M | Reduce -4.5% |
| LXP LXP Industrial Trust | 0.73% | 247,100 | $11.4M | Add +145.8% |
| JAN Janus Living Inc. Class-A-1 | 0.62% | 411,933 | $9.7M | New |
| CUBE Cubesmart | 0.59% | 251,050 | $9.2M | New |
| DLR Digital Realty Trust Inc. | 0.59% | 51,000 | $9.2M | Reduce -50.2% |
| CPT Camden Property Trust | 0.54% | 86,800 | $8.5M | New |
| TRNO Terreno Realty Corp. | 0.52% | 133,900 | $8.2M | Reduce -33.2% |
| MAC The Macerich Co. | 0.51% | 423,000 | $8.0M | Reduce -29.0% |
| CIGI Colliers Intl GR-Subord Vot | 0.47% | 69,300 | $7.4M | Add +210.3% |
| SNDA Sonida Senior Living Inc. | 0.46% | 226,400 | $7.3M | New |
| KRG Kite Realty Group Trust | 0.33% | 207,900 | $5.1M | Reduce -59.5% |
| NXRT Nexpoint Residential | 0.31% | 197,300 | $4.9M | Add +13.1% |
| WSR Whitestone REIT | 0.29% | 283,000 | $4.6M | Reduce -22.6% |
| PSTL Postal Realty Trust Inc. Class A | 0.27% | 226,571 | $4.2M | Add +38.8% |
| AD Array Digital Infrastructure | 0.26% | 87,550 | $4.0M | Reduce -25.6% |
| TDS Telephone and Data Systems | 0.22% | 80,800 | $3.4M | Reduce -60.7% |
| LAMR Lamar Advertising Co. Class A | 0.12% | 15,300 | $1.9M | No change |
| NN Nextnav Inc. | 0.12% | 119,500 | $1.9M | Add +18.4% |
| PLD Prologis Inc. | 0.10% | 12,350 | $1.6M | No change |
| EGP Eastgroup Properties Inc. | 0.10% | 8,800 | $1.6M | Add +4.8% |
| WELL Welltower Inc. | 0.09% | 6,850 | $1.4M | Add +98.5% |
| FPS Forgent Power Solutions Class A | 0.09% | 45,582 | $1.3M | New |
| JLL Jones Lang Lasalle Inc. | 0.08% | 4,000 | $1.2M | Add +31.1% |
| ILPT Industrial Logistics Propert | 0.08% | 213,427 | $1.2M | Reduce -2.7% |
| FR First Industrial Realty TR | 0.07% | 18,900 | $1.1M | Add +6.8% |
| AVB Avalonbay Communities Inc. | 0.05% | 5,000 | $817K | New |
| CP Canadian Pacific Kansas City | 0.05% | 9,000 | $708K | No change |
| ELS Equity Lifestyle Properties | 0.04% | 10,600 | $662K | New |
Options reported separately and not counted above: PLD calls ($4.3M), O puts ($1.8M), SPG puts ($1.4M), STWD puts ($771K), IWM puts ($372K).
Other holdings (3): bonds, preferreds, convertibles and warrants · $5.4M (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| EPR PROPERTIES (EPR 5.75 PERP C) | PFD C CV 5.75% | 119,398 | $2.7M | Reduce -14.7% |
| EPR PROPERTIES (EPR 9 PERP E) | CONV PFD 9% SR E | 68,114 | $2.1M | Reduce -24.1% |
| KIMCO REALTY CORP (KIM 7.25 PERP N) | DP CV CL N 7.25% | 11,000 | $657K | Reduce -45.2% |
Total filed on the 13F, all lines: $1.6B.
Portfolio Sells Q4 2025 → Q1 2026
| MRVL Marvell Technology Inc. | Sold out | 0.00% | −2.45 |
| AVGO Broadcom Inc. | Sold out | 0.00% | −2.44 |
| ENTG Entegris Inc. | Reduce -55.4% | 1.53% | −1.47 |
| UDR Udr Inc. | Sold out | 0.00% | −1.06 |
| STX Seagate Technology Holdings | Reduce -34.1% | 2.70% | −0.81 |
| CMCSA Comcast Corp. Class A | Reduce -10.3% | 1.84% | −0.76 |
| TKO Tko Group Holdings Inc. | Reduce -4.2% | 2.24% | −0.72 |
| OUT Outfront Media Inc. | Sold out | 0.00% | −0.69 |
| DLR Digital Realty Trust Inc. | Reduce -50.2% | 0.59% | −0.65 |
| CBRE CBRE Group Inc. Class A | Sold out | 0.00% | −0.64 |
| KRG Kite Realty Group Trust | Reduce -59.5% | 0.33% | −0.63 |
| LITE Lumentum Holdings Inc. | Reduce -45.7% | 3.04% | −0.54 |
| NTST Netstreit Corp. | Sold out | 0.00% | −0.46 |
| TDS Telephone and Data Systems | Reduce -60.7% | 0.22% | −0.44 |
| TRNO Terreno Realty Corp. | Reduce -33.2% | 0.52% | −0.39 |
| MAC The Macerich Co. | Reduce -29.0% | 0.51% | −0.34 |
| ALEX Alexander & Baldwin Inc. | Sold out | 0.00% | −0.34 |
| VRE Veris Residential Inc. | Sold out | 0.00% | −0.28 |
| GLPI Gaming and Leisure Propertie | Reduce -4.5% | 0.98% | −0.28 |
| AD Array Digital Infrastructure | Reduce -25.6% | 0.26% | −0.23 |
| GLIBK Liberty Capital Corp. Class C | Sold out | 0.00% | −0.21 |
| WSR Whitestone REIT | Reduce -22.6% | 0.29% | −0.10 |
| CCO Clear Channel Outdoor Holdin | Sold out | 0.00% | −0.08 |
| CSGP Costar Group Inc. | Sold out | 0.00% | −0.06 |
| ILPT Industrial Logistics Propert | Reduce -2.7% | 0.08% | −0.02 |
| CIEN Ciena Corp. | Reduce -20.4% | 3.27% | +0.25 |
| VRT Vertiv Holdings Co. Class A | Reduce -14.4% | 3.30% | +0.26 |
| BE Bloom Energy Corp. Class A | Reduce -4.8% | 2.26% | +0.40 |
Portfolio Buys Q4 2025 → Q1 2026
| IRM Iron Mountain Inc. | New | 3.28% | +3.28 |
| NFLX Netflix Inc. | New | 2.98% | +2.98 |
| SMTC Semtech Corp. | New | 2.75% | +2.75 |
| T AT&T Inc. | Add +51.2% | 5.50% | +1.70 |
| INVH Invitation Homes Inc. | New | 1.11% | +1.11 |
| UHAL.B U-Haul Holding Co.-Non Voting | New | 0.99% | +0.99 |
| JAN Janus Living Inc. Class-A-1 | New | 0.62% | +0.62 |
| CUBE Cubesmart | New | 0.59% | +0.59 |
| CPT Camden Property Trust | New | 0.54% | +0.54 |
| EQIX Equinix Inc. | Add +1.5% | 8.55% | +0.52 |
| ANET Arista Networks Inc. | Add +47.8% | 3.93% | +0.47 |
| SNDA Sonida Senior Living Inc. | New | 0.46% | +0.46 |
| PWR Quanta Services Inc. | Add +8.6% | 3.10% | +0.42 |
| NVDA Nvidia Corp. | Add +48.8% | 3.38% | +0.42 |
| HPE Hewlett Packard Enterprise | Add +36.5% | 3.59% | +0.35 |
| LXP LXP Industrial Trust | Add +145.8% | 0.73% | +0.34 |
| CCOI Cogent Communications Holdin | Add +79.7% | 1.37% | +0.31 |
| RCI Rogers Communications Inc. Class B | Add +30.8% | 2.77% | +0.23 |
| CIGI Colliers Intl GR-Subord Vot | Add +210.3% | 0.47% | +0.22 |
| FPS Forgent Power Solutions Class A | New | 0.09% | +0.09 |
| PSTL Postal Realty Trust Inc. Class A | Add +38.8% | 0.27% | +0.06 |
| AVB Avalonbay Communities Inc. | New | 0.05% | +0.05 |
| ELS Equity Lifestyle Properties | New | 0.04% | +0.04 |
| WELL Welltower Inc. | Add +98.5% | 0.09% | +0.04 |
| JLL Jones Lang Lasalle Inc. | Add +31.1% | 0.08% | −0.00 |
| NN Nextnav Inc. | Add +18.4% | 0.12% | −0.01 |
| FR First Industrial Realty TR | Add +6.8% | 0.07% | −0.01 |
| EGP Eastgroup Properties Inc. | Add +4.8% | 0.10% | −0.01 |
| NXRT Nexpoint Residential | Add +13.1% | 0.31% | −0.09 |
| DOX Amdocs Ltd. | Add +48.1% | 6.13% | −0.10 |
| LYV Live Nation Entertainment Inc. | Add +7.1% | 3.34% | −0.21 |
| AMZN Amazon.com Inc. | Add +21.3% | 3.97% | −0.45 |
| CRM Salesforce Inc. | Add +48.8% | 2.80% | −0.46 |
| WMG Warner Music Group Corp. Class A | Add +20.1% | 2.52% | −0.55 |
| DIS The Walt Disney Co. | Add +16.2% | 2.72% | −0.65 |
| SBAC SBA Communications Corp. | Add +22.1% | 6.39% | −0.79 |
Options Activity Q4 2025 → Q1 2026
| PLD Prologis Inc. | call | Add +22.7% | 32,400 | $4.3M |
| CCI Crown Castle Inc. | call | Sold out | 28,100 | $2.5Mbefore exit |
| WELL Welltower Inc. | put | Sold out | 9,600 | $1.8Mbefore exit |
| O Realty Income Corp. | put | Reduce -38.6% | 29,000 | $1.8M |
| SPG Simon Property Group Inc. | put | Reduce -25.5% | 7,600 | $1.4M |
| STWD Starwood Property Trust Inc. | put | Add +7.7% | 44,800 | $771K |
| PSA Public Storage | put | Sold out | 2,400 | $623Kbefore exit |
| VNQ Vanguard Real Estate ETF | put | Sold out | 6,300 | $557Kbefore exit |
| IWM iShares Russell 2000 ETF | put | Reduce -75.0% | 1,500 | $372K |
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
Notes & Other Activity Q4 2025 → Q1 2026
| EPR PROPERTIES (EPR 5.75 PERP C) | PFD C CV 5.75% | Reduce -14.7% | 119,398 | $2.7M |
| EPR PROPERTIES (EPR 9 PERP E) | CONV PFD 9% SR E | Reduce -24.1% | 68,114 | $2.1M |
| KIMCO REALTY CORP (KIM 7.25 PERP N) | DP CV CL N 7.25% | Reduce -45.2% | 11,000 | $657K |
| PEBBLEBROOK HOTEL TRUST (PEB 6.3 PERP F) | 6.3 CUM PFD SR F | Sold out | 20,000 | $381Kbefore exit |
| PEBBLEBROOK HOTEL TRUST (PEB 6.375 PERP E) | 6.375 PFD SER E | Sold out | 10,000 | $191Kbefore exit |
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 |