Digitalbridge Group, Inc.

Holdings as of Mar 31, 2026 · filed May 15, 2026

$1584589421
Portfolio value
63
Positions
Source: SEC 13-F ↗
Original filing
# Holding Value % Port. Δ Shares Change (QoQ)
1 Equinix Inc $134295820 8.48% +2077 +1.54%
2 Sba Communications Corp $100381953 6.33% +105431 +22.07%
3 Amdocs Ltd $96197158 6.07% +478478 +48.06%
4 At&T Inc $86391127 5.45% +1009151 +51.20%
5 Amazon Com Inc $62363952 3.94% +52641 +21.33%
6 Arista Networks Inc $61647715 3.89% +162259 +47.75%
7 Hewlett Packard Enterprise C $56352628 3.56% +633137 +36.52%
8 Nvidia Corporation $53054223 3.35% +99766 +48.80%
9 Live Nation Entertainment In $52441479 3.31% +22916 +7.14%
10 Vertiv Holdings Co $51817438 3.27% -34881 -14.43%
11 Iron Mtn Inc Del $51480706 3.25% NEW BUY
12 Ciena Corp $51277805 3.24% -33951 -20.45%
13 Quanta Svcs Inc $48744192 3.08% +7010 +8.57%
14 Lumentum Hldgs Inc $47806654 3.02% -57285 -45.71%
15 Netflix Inc. $46875529 2.96% NEW BUY
16 Salesforce Inc $43929798 2.77% +77180 +48.80%
17 Rogers Communications Inc $43429189 2.74% +265666 +30.77%
18 Semtech Corp $43143825 2.72% NEW BUY
19 Disney Walt Co $42660197 2.69% +61725 +16.21%
20 Seagate Technology Hldngs Pl $42357482 2.67% -56071 -34.15%
21 Warner Music Group Corp $39651718 2.50% +259817 +20.10%
22 Bloom Energy Corp $35532251 2.24% -13197 -4.79%
23 Tko Group Holdings Inc $35200428 2.22% -7607 -4.18%
24 Comcast Corp New $28938962 1.83% -115264 -10.26%
25 Entegris Inc $24008994 1.52% -254144 -55.38%
26 Cogent Comm Holdings Inc $21533215 1.36% +506783 +79.66%
27 Invitation Homes Inc $17437245 1.10% NEW BUY
28 U Haul Holding Company $15540693 0.98% NEW BUY
29 Gaming & Leisure P $15352020 0.97% -16300 -4.50%
30 Lxp Industrial Trust $11430846 0.72% +146550 +145.75%
31 Janus Living Inc $9709261 0.61% NEW BUY
32 Cubesmart $9200983 0.58% NEW BUY
33 Digital Rlty Tr Inc $9190710 0.58% -51500 -50.24%
34 Camden Ppty Tr $8476888 0.53% NEW BUY
35 Terreno Rlty Corp $8224138 0.52% -66614 -33.22%
36 Macerich Co $7994700 0.50% -172700 -28.99%
37 Colliers Intl Group Inc $7407477 0.47% +46965 +210.28%
38 Sonida Senior Living Inc $7301400 0.46% NEW BUY
39 Prologis Inc. $5915055 0.37% +6000 +15.48%
40 Kite Realty Group Trust $5103945 0.32% -305400 -59.50%
41 Nexpoint Residential Tr Inc $4932500 0.31% +22800 +13.07%
42 Whitestone Reit $4570450 0.29% -82600 -22.59%
43 Postal Realty Trust Inc $4205158 0.27% +63347 +38.81%
44 Array Digital Infrastructure $4039557 0.25% -30150 -25.62%
45 Telephone & Data Sys Inc $3401680 0.21% -124900 -60.72%
46 Epr Pptys $2699589 0.17% -20602 -14.72%
47 Epr Pptys $2069303 0.13% -21629 -24.10%
48 Lamar Advertising Co $1937898 0.12% Held
49 Nextnav Inc $1914390 0.12% +18600 +18.43%
50 Realty Income Corp $1774220 0.11% -18200 -38.56%
51 Eastgroup Pptys Inc $1628792 0.10% +400 +4.76%
52 Simon Ppty Group Inc New $1417628 0.09% -2600 -25.49%
53 Welltower Inc $1354314 0.09% -6200 -47.51%
54 Forgent Power Solutions Inc $1334184 0.08% NEW BUY
55 Jones Lang Lasalle Inc $1217280 0.08% +950 +31.15%
56 Industrial Logistics Pptys T $1212266 0.08% -5873 -2.68%
57 First Indl Rlty Tr Inc $1093365 0.07% +1200 +6.78%
58 Avalonbay Cmntys Inc $816750 0.05% NEW BUY
59 Starwood Ppty Tr Inc $771456 0.05% +3200 +7.69%
60 Canadian Pacific Kansas City $707940 0.04% Held
61 Equity Lifestyle Properties $661652 0.04% NEW BUY
62 Kimco Realty Corp $657250 0.04% -9060 -45.16%
63 Ishares Tr $372000 0.02% -4500 -75.00%

Closed last quarter

Marvell Technology Inc Broadcom Inc Udr Inc Outfront Media Inc Cbre Group Inc Netstreit Corp Alexander & Baldwin Inc New Veris Residential Inc Gci Liberty Inc Crown Castle Inc Clear Channel Outdoor Hldgs Costar Group Inc Public Storage Oper Co Vanguard Index Fds Pebblebrook Hotel Tr Pebblebrook Hotel Tr

Holdings disclosed quarterly to the SEC on Form 13-F and may be up to 45 days old. Values as reported. For research only — not investment advice.