Investor
DigitalBridge Group, Inc.
CIK 0001679688 · filed 2026-05-15 · SEC filing
13F book
$1.58B
Positions
59
12 new · 13 sold
Largest name
8.5%
Equinix Inc · EQIX
Est. mark
$78.8M
Price effect on 47 names still held. Flow $201.8M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Equinix Inc | EQIX | 137K | $134.3M | 8.5% | $28.9M | Added$30.9M |
| Sba Communications Corp New | SBAC | 583.2K | $100.4M | 6.3% | −$10.2M | Added$7.96M |
| Amdocs Ltd | DOX | 1.47M | $96.2M | 6.1% | −$15.2M | Added$16M |
| At&T Inc | — | 2.98M | $86.4M | 5.5% | $8.18M | Added$37.4M |
| Amazon Com Inc | AMZN | 299.4K | $62.4M | 3.9% | −$5.57M | Added$5.4M |
| Arista Networks, Inc. | ANET | 502.1K | $61.6M | 3.9% | −$2.8M | Added$17.1M |
| Hewlett Packard Enterprise C | — | 2.37M | $56.4M | 3.6% | −$364.1K | Added$14.7M |
| Nvidia Corp | NVDA | 304.2K | $53.1M | 3.3% | −$2.47M | Added$14.9M |
| Live Nation Entertainment In | — | 343.9K | $52.4M | 3.3% | $3.21M | Added$6.71M |
| Vertiv Holdings Co | VRT | 206.8K | $51.8M | 3.3% | $18.3M | Cut$12.7M |
| Iron Mtn Inc Del | — | 504K | $51.5M | 3.2% | — | New |
| Ciena Corp | CIEN | 132.1K | $51.3M | 3.2% | $20.4M | Cut$12.4M |
| Quanta Svcs Inc | — | 88.8K | $48.7M | 3.1% | $10.4M | Added$14.2M |
| Lumentum Hldgs Inc | — | 68K | $47.8M | 3.0% | $22.7M | Cut$1.62M |
| Netflix Inc | NFLX | 487.5K | $46.9M | 3.0% | — | New |
| Salesforce, Inc. | CRM | 235.3K | $43.9M | 2.8% | −$12.4M | Added$2.03M |
| Rogers Communications Inc | — | 1.13M | $43.4M | 2.7% | $614.7K | Added$10.8M |
| Semtech Corp | SMTC | 561.1K | $43.1M | 2.7% | — | New |
| Disney Walt Co | — | 442.6K | $42.7M | 2.7% | −$6.62M | Added−$674.8K |
| Seagate Technology Hldngs Pl | — | 108.1K | $42.4M | 2.7% | $12.6M | Cut−$2.86M |
| Warner Music Group Corp. | WMG | 1.55M | $39.7M | 2.5% | −$6.63M | Added$4.09K |
| Bloom Energy Corp | BE | 262.3K | $35.5M | 2.2% | $12.7M | Cut$11.6M |
| TKO Group Holdings, Inc. | TKO | 174.6K | $35.2M | 2.2% | −$1.28M | Cut−$2.87M |
| Comcast Corp New | — | 1.01M | $28.9M | 1.8% | −$1.19M | Cut−$4.63M |
| Entegris Inc | ENTG | 204.8K | $24M | 1.5% | $6.76M | Cut−$14.7M |
| Cogent Communications Hldgs | — | 1.14M | $21.5M | 1.4% | −$1.73M | Added$7.82M |
| Invitation Homes Inc. | INVH | 701.7K | $17.4M | 1.1% | — | New |
| U Haul Holding Company | — | 347.9K | $15.5M | 1.0% | — | New |
| Gaming & Leisure Pptys Inc | — | 346K | $15.4M | 1.0% | −$110.7K | Cut−$839.2K |
| Lxp Industrial Trust | — | 247.1K | $11.4M | 0.7% | −$333.8K | Added$6.45M |
| Janus Living, Inc. | JAN | 411.9K | $9.71M | 0.6% | — | New |
| Cubesmart | CUBE | 251.1K | $9.2M | 0.6% | — | New |
| Digital Rlty Tr Inc | — | 51K | $9.19M | 0.6% | $1.3M | Cut−$6.67M |
| Camden Ppty Tr | — | 86.8K | $8.48M | 0.5% | — | New |
| Terreno Rlty Corp | — | 133.9K | $8.22M | 0.5% | $362.9K | Cut−$3.55M |
| Macerich Co | MAC | 423K | $7.99M | 0.5% | $186.1K | Cut−$3M |
| Colliers Intl Group Inc | — | 69.3K | $7.41M | 0.5% | −$896.1K | Added$4.12M |
| Sonida Senior Living, Inc. | SNDA | 226.4K | $7.3M | 0.5% | — | New |
| Kite Rlty Group Tr | KRG | 207.9K | $5.1M | 0.3% | $120.6K | Cut−$7.2M |
| Nexpoint Residential Tr Inc | — | 197.3K | $4.93M | 0.3% | −$890K | Added−$319.9K |
| Whitestone Reit | — | 283K | $4.57M | 0.3% | $639.6K | Cut−$507.7K |
| Postal Realty Trust, Inc. | PSTL | 226.6K | $4.21M | 0.3% | $395K | Added$1.57M |
| Array Digital Infrastructure | — | 87.5K | $4.04M | 0.3% | −$654.9K | Cut−$2.27M |
| Telephone & Data Sys Inc | — | 80.8K | $3.4M | 0.2% | $88.9K | Cut−$5.03M |
| Epr Pptys | — | 119.4K | $2.7M | 0.2% | $51.3K | Cut−$405.6K |
| Epr Pptys | — | 68.1K | $2.07M | 0.1% | $31.3K | Cut−$615.8K |
| Lamar Advertising Co/New | LAMR | 15.3K | $1.94M | 0.1% | $1.22K | Held |
| Nextnav Inc | — | 119.5K | $1.91M | 0.1% | −$62.6K | Added$235.4K |
| Prologis Inc. | — | 12.3K | $1.63M | 0.1% | $55.8K | Held |
| Eastgroup Pptys Inc | — | 8.8K | $1.63M | 0.1% | $58.4K | Added$132.4K |
| Welltower Inc. | WELL | 6.85K | $1.35M | 0.1% | $41.7K | Added$714K |
| Forgent Power Solutions, Inc. | FPS | 45.6K | $1.33M | 0.1% | — | New |
| Jones Lang Lasalle Inc | JLL | 4K | $1.22M | 0.1% | −$98.1K | Added$191K |
| Industrial Logistics Pptys T | — | 213.4K | $1.21M | 0.1% | $29.9K | Cut−$2.66K |
| First Indl Rlty Tr Inc | — | 18.9K | $1.09M | 0.1% | $10.3K | Added$79.7K |
| Avalonbay Cmntys Inc | — | 5K | $816.8K | 0.1% | — | New |
| Canadian Pacific Kansas City | — | 9K | $707.9K | 0.0% | $45.3K | Held |
| Equity Lifestyle Pptys Inc | ELS | 10.6K | $661.7K | 0.0% | — | New |
| Kimco Rlty Corp | — | 11K | $657.3K | 0.0% | $13K | Cut−$517.7K |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.