Investor
DigitalBridge Group, Inc.
CIK 0001679688 · filed 2026-02-12 · SEC filing
13F book
$1.31B
Positions
60
Largest name
7.9%
Equinix Inc · EQIX
Est. mark
—
Need a prior quarter to estimate
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Equinix Inc | EQIX | 134.9K | $103.4M | 7.9% | — | Held |
| Sba Communications Corp New | SBAC | 477.8K | $92.4M | 7.0% | — | Held |
| Amdocs Ltd | DOX | 995.6K | $80.2M | 6.1% | — | Held |
| Amazon Com Inc | AMZN | 246.8K | $57M | 4.3% | — | Held |
| At&T Inc | — | 1.97M | $49M | 3.7% | — | Held |
| Lumentum Hldgs Inc | — | 125.3K | $46.2M | 3.5% | — | Held |
| Live Nation Entertainment In | — | 320.9K | $45.7M | 3.5% | — | Held |
| Seagate Technology Hldngs Pl | — | 164.2K | $45.2M | 3.4% | — | Held |
| Arista Networks, Inc. | ANET | 339.8K | $44.5M | 3.4% | — | Held |
| Disney Walt Co | — | 380.9K | $43.3M | 3.3% | — | Held |
| Salesforce, Inc. | CRM | 158.2K | $41.9M | 3.2% | — | Held |
| Hewlett Packard Enterprise C | — | 1.73M | $41.6M | 3.2% | — | Held |
| Warner Music Group Corp. | WMG | 1.29M | $39.6M | 3.0% | — | Held |
| Vertiv Holdings Co | VRT | 241.7K | $39.2M | 3.0% | — | Held |
| Ciena Corp | CIEN | 166K | $38.8M | 3.0% | — | Held |
| Entegris Inc | ENTG | 458.9K | $38.7M | 2.9% | — | Held |
| Nvidia Corp | NVDA | 204.4K | $38.1M | 2.9% | — | Held |
| TKO Group Holdings, Inc. | TKO | 182.2K | $38.1M | 2.9% | — | Held |
| Quanta Svcs Inc | — | 81.8K | $34.5M | 2.6% | — | Held |
| Comcast Corp New | — | 1.12M | $33.6M | 2.6% | — | Held |
| Rogers Communications Inc | — | 863.5K | $32.6M | 2.5% | — | Held |
| Marvell Technology, Inc. | MRVL | 370.9K | $31.5M | 2.4% | — | Held |
| Broadcom Inc. | AVGO | 90.8K | $31.4M | 2.4% | — | Held |
| Bloom Energy Corp | BE | 275.4K | $23.9M | 1.8% | — | Held |
| Gaming & Leisure Pptys Inc | — | 362.3K | $16.2M | 1.2% | — | Held |
| Digital Rlty Tr Inc | — | 102.5K | $15.9M | 1.2% | — | Held |
| Cogent Communications Hldgs | — | 636.2K | $13.7M | 1.0% | — | Held |
| UDR, Inc. | UDR | 372.5K | $13.7M | 1.0% | — | Held |
| Kite Rlty Group Tr | KRG | 513.3K | $12.3M | 0.9% | — | Held |
| Terreno Rlty Corp | — | 200.5K | $11.8M | 0.9% | — | Held |
| Macerich Co | MAC | 595.7K | $11M | 0.8% | — | Held |
| OUTFRONT Media Inc. | OUT | 367.2K | $8.85M | 0.7% | — | Held |
| Telephone & Data Sys Inc | — | 205.7K | $8.43M | 0.6% | — | Held |
| Cbre Group, Inc. | CBRE | 51.4K | $8.26M | 0.6% | — | Held |
| Array Digital Infrastructure | — | 117.7K | $6.31M | 0.5% | — | Held |
| NETSTREIT Corp. | NTST | 339.3K | $5.99M | 0.5% | — | Held |
| Nexpoint Residential Tr Inc | — | 174.5K | $5.25M | 0.4% | — | Held |
| Whitestone Reit | — | 365.6K | $5.08M | 0.4% | — | Held |
| Lxp Industrial Trust | — | 100.5K | $4.99M | 0.4% | — | Held |
| Alexander & Baldwin Inc New | — | 213.6K | $4.41M | 0.3% | — | Held |
| Veris Residential Inc | — | 246.5K | $3.67M | 0.3% | — | Held |
| Colliers Intl Group Inc | — | 22.3K | $3.28M | 0.3% | — | Held |
| Epr Pptys | — | 140K | $3.11M | 0.2% | — | Held |
| Epr Pptys | — | 89.7K | $2.69M | 0.2% | — | Held |
| Gci Liberty Inc | — | 72K | $2.68M | 0.2% | — | Held |
| Postal Realty Trust, Inc. | PSTL | 163.2K | $2.63M | 0.2% | — | Held |
| Lamar Advertising Co/New | LAMR | 15.3K | $1.94M | 0.1% | — | Held |
| Nextnav Inc | — | 100.9K | $1.68M | 0.1% | — | Held |
| Prologis Inc. | — | 12.3K | $1.58M | 0.1% | — | Held |
| Eastgroup Pptys Inc | — | 8.4K | $1.5M | 0.1% | — | Held |
| Industrial Logistics Pptys T | — | 219.3K | $1.21M | 0.1% | — | Held |
| Kimco Rlty Corp | — | 20.1K | $1.17M | 0.1% | — | Held |
| Jones Lang Lasalle Inc | JLL | 3.05K | $1.03M | 0.1% | — | Held |
| First Indl Rlty Tr Inc | — | 17.7K | $1.01M | 0.1% | — | Held |
| Clear Channel Outdoor Hldgs | — | 450.3K | $995.2K | 0.1% | — | Held |
| Costar Group, Inc. | CSGP | 11.7K | $786.7K | 0.1% | — | Held |
| Canadian Pacific Kansas City | — | 9K | $662.7K | 0.1% | — | Held |
| Welltower Inc. | WELL | 3.45K | $640.4K | 0.0% | — | Held |
| Pebblebrook Hotel Tr | — | 20K | $381K | 0.0% | — | Held |
| Pebblebrook Hotel Tr | — | 10K | $190.8K | 0.0% | — | Held |
Positions as of Q4 2025. 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.