DigitalBridge Group, Inc.
Net seller this quarter
$1.67B
55
-$213M
43.5%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 EQIX | $113M | 6.78% | 0.11% | -20.7% | Q4 2019 |
 DOX | $90.4M | 5.41% | 1.65% | +21.3% | Q4 2020 |
 AMT | $82.6M | 4.94% | 0.11% | Not reported | Q1 2020 |
 ANET | $69.3M | 4.15% | 0.03% | -18.7% | Q4 2020 |
 AMZN | $66.2M | 3.96% | 0.00% | -7.2% | Q1 2025 |
 CIEN | $63.8M | 3.82% | 0.09% | -1.6% | Q1 2021 |
 AXON | $63.3M | 3.79% | 0.14% | New | Q2 2026 |
 VRT | $60.7M | 3.63% | 0.05% | -12.3% | Q1 2022 |
 LYV | $59.2M | 3.54% | 0.14% | -6.0% | Q2 2024 |
 SMTC | $58.5M | 3.50% | 0.39% | -35.6% | Q1 2026 |
 IRM | $57.7M | 3.46% | 0.15% | -9.3% | Q1 2026 |
 SBAC | $56.5M | 3.38% | 0.30% | -45.1% | Q2 2020 |
 ENTG | $54.2M | 3.25% | 0.20% | +47.3% | Q3 2025 |
 LITE | $53.9M | 3.23% | 0.07% | -7.6% | Q1 2022 |
 NVDA | $53.1M | 3.18% | 0.00% | -12.7% | Q1 2025 |
 STX | $53.1M | 3.18% | 0.02% | -49.1% | Q3 2024 |
 HPE | $51.3M | 3.07% | 0.09% | -51.9% | Q2 2024 |
 TMUS | $50.6M | 3.03% | 0.03% | Not reported | Q4 2020 |
 WMG | $48.1M | 2.88% | 166386.44% | +14.6% | Q4 2021 |
 NFLX | $46.9M | 2.81% | 0.02% | +34.9% | Q2 2021 |
 DIS | $44.4M | 2.66% | 0.03% | +4.3% | Q3 2021 |
 PWR | $40M | 2.39% | 0.04% | -37.5% | Q1 2024 |
 BE | $38M | 2.27% | 0.04% | -52.2% | Q1 2024 |
 CRM | $37.9M | 2.27% | 0.03% | +2.8% | Q2 2025 |
 CMCSA | $31.6M | 1.89% | 0.03% | +27.6% | Q4 2020 |
 RCI | $29.5M | 1.76% | Not reported | -19.6% | Q1 2025 |
 INVH | $17.7M | 1.06% | 0.10% | -16.4% | Q1 2020 |
 UHAL.B | $15.9M | 0.95% | Not reported | -20.7% | Q4 2022 |
 GLPI | $15.6M | 0.93% | 0.12% | +1.2% | Q4 2019 |
 JAN | $15.6M | 0.93% | Not reported | +31.4% | Q1 2026 |
 SNDA | $12.6M | 0.76% | 0.65% | +36.9% | Q1 2026 |
 AVBC | $12.6M | 0.75% | 0.33% | +1231.0% | Q1 2026 |
 CPT | $8.71M | 0.52% | 0.08% | -12.3% | Q2 2020 |
 TRNO | $8.48M | 0.51% | 0.12% | -2.2% | Q2 2020 |
 MAC | $7.42M | 0.44% | 0.10% | -30.3% | Q2 2024 |
 NXRT | $7.24M | 0.43% | 1.01% | +31.4% | Q1 2024 |
 TDS | $6.99M | 0.42% | 0.16% | +133.7% | Q3 2023 |
 EXR | $6.37M | 0.38% | 0.02% | New | Q2 2026 |
 CIGI | $6.24M | 0.37% | 0.17% | -4.0% | Q4 2025 |
 SMA | $5.92M | 0.35% | 0.33% | Not reported | Q2 2025 |
 PSTL | $5.87M | 0.35% | 0.86% | +5.1% | Q4 2025 |
 LXP | $4.75M | 0.28% | 0.15% | -64.4% | Q4 2020 |
 PLD | $4.47M | 0.27% | 0.00% | +167.2% | Q4 2019 |
 XRN | $4.24M | 0.25% | 0.85% | New | Q2 2026 |
 AHR | $4.07M | 0.24% | 0.04% | New | Q2 2026 |
 DLR | $2.62M | 0.16% | 0.00% | -71.4% | Q4 2020 |
 LAMR | $1.87M | 0.11% | Not reported | -21.6% | Q1 2020 |
 EGP | $1.74M | 0.10% | 0.02% | -2.3% | Q2 2020 |
 JLL | $1.49M | 0.09% | 0.01% | +20.0% | Q3 2025 |
 ELS | $1.43M | 0.09% | 0.01% | +109.4% | Q4 2019 |
| Q1 2026 | |||||
| EQIX | $134M | 8.48% | 0.14% | +1.5% | Q4 2019 |
| SBAC | $100M | 6.33% | 0.55% | +22.1% | Q2 2020 |
| DOX | $96.2M | 6.07% | 1.36% | +48.1% | Q4 2020 |
 T | $86.4M | 5.45% | 0.04% | +51.2% | Q2 2023 |
| AMZN | $62.4M | 3.94% | 0.00% | +21.3% | Q1 2025 |
| ANET | $61.6M | 3.89% | 0.04% | +47.8% | Q4 2020 |
| HPE | $56.4M | 3.56% | 0.18% | +36.5% | Q2 2024 |
| NVDA | $53.1M | 3.35% | 0.00% | +48.8% | Q1 2025 |
| LYV | $52.4M | 3.31% | 0.15% | +7.1% | Q2 2024 |
| VRT | $51.8M | 3.27% | 0.05% | -14.4% | Q1 2022 |
| IRM | $51.5M | 3.25% | 0.17% | New | Q1 2026 |
| CIEN | $51.3M | 3.24% | 0.09% | -20.5% | Q1 2021 |
| PWR | $48.7M | 3.08% | 0.06% | +8.6% | Q1 2024 |
| LITE | $47.8M | 3.02% | 0.09% | -45.7% | Q1 2022 |
| NFLX | $46.9M | 2.96% | 0.01% | Not reported | Q2 2021 |
| CRM | $43.9M | 2.77% | 0.03% | +48.8% | Q2 2025 |
| RCI | $43.4M | 2.74% | Not reported | +30.8% | Q1 2025 |
| SMTC | $43.1M | 2.72% | 0.60% | New | Q1 2026 |
| DIS | $42.7M | 2.69% | 0.03% | +16.2% | Q3 2021 |
| STX | $42.4M | 2.67% | 0.05% | -34.2% | Q3 2024 |
| WMG | $39.7M | 2.50% | 145232.37% | +20.1% | Q4 2021 |
| BE | $35.5M | 2.24% | 0.09% | -4.8% | Q1 2024 |
 TKO | $35.2M | 2.22% | Not reported | -4.2% | Q1 2024 |
| CMCSA | $28.9M | 1.83% | 0.02% | -10.3% | Q4 2020 |
| ENTG | $24M | 1.52% | 0.13% | -55.4% | Q3 2025 |
 CCOI | $21.5M | 1.36% | 2.28% | +79.7% | Q3 2024 |
| INVH | $17.4M | 1.10% | 0.12% | Not reported | Q1 2020 |
| UHAL.B | $15.5M | 0.98% | Not reported | Not reported | Q4 2022 |
| GLPI | $15.4M | 0.97% | 0.12% | -4.5% | Q4 2019 |
| LXP | $11.4M | 0.72% | 0.42% | +145.8% | Q4 2020 |
| JAN | $9.71M | 0.61% | Not reported | New | Q1 2026 |
 CUBE | $9.2M | 0.58% | 0.11% | New | Q1 2026 |
| DLR | $9.19M | 0.58% | 0.01% | -50.2% | Q4 2020 |
| CPT | $8.48M | 0.53% | 0.09% | Not reported | Q2 2020 |
| TRNO | $8.22M | 0.52% | 0.13% | -33.2% | Q2 2020 |
| MAC | $7.99M | 0.50% | 0.16% | -29.0% | Q2 2024 |
| CIGI | $7.41M | 0.47% | 0.17% | +210.3% | Q4 2025 |
| SNDA | $7.3M | 0.46% | 0.48% | New | Q1 2026 |
 KRG | $5.1M | 0.32% | 0.10% | -59.5% | Q4 2021 |
| NXRT | $4.93M | 0.31% | 0.77% | +13.1% | Q1 2024 |
| WSR | $4.57M | 0.29% | 0.55% | -22.6% | Q1 2022 |
| PSTL | $4.21M | 0.27% | 0.82% | +38.8% | Q4 2025 |
| AD | $4.04M | 0.25% | 0.10% | -25.6% | Q3 2023 |
| TDS | $3.4M | 0.21% | 0.07% | -60.7% | Q3 2023 |
| LAMR | $1.94M | 0.12% | Not reported | Not reported | Q1 2020 |
 NN | $1.91M | 0.12% | 0.09% | +18.4% | Q2 2024 |
| PLD | $1.63M | 0.10% | 0.00% | Not reported | Q4 2019 |
| EGP | $1.63M | 0.10% | 0.02% | +4.8% | Q2 2020 |
 WELL | $1.35M | 0.09% | 0.00% | +98.6% | Q3 2025 |
 FPS | $1.33M | 0.08% | Not reported | New | Q1 2026 |
| Q4 2025 | |||||
| EQIX | $103M | 7.89% | 0.14% | +17.0% | Q4 2019 |
| SBAC | $92.4M | 7.05% | 0.45% | +19.4% | Q2 2020 |
| DOX | $80.2M | 6.11% | 0.92% | +29.4% | Q4 2020 |
| AMZN | $57M | 4.35% | 0.00% | +38.2% | Q1 2025 |
| T | $49M | 3.73% | 0.03% | +11.1% | Q2 2023 |
| LITE | $46.2M | 3.52% | 0.18% | -45.8% | Q1 2022 |
| LYV | $45.7M | 3.49% | 0.14% | +41.6% | Q2 2024 |
| STX | $45.2M | 3.45% | 0.08% | -17.3% | Q3 2024 |
| ANET | $44.5M | 3.40% | 0.03% | +48.4% | Q4 2020 |
| DIS | $43.3M | 3.31% | 0.02% | +27.4% | Q3 2021 |
| CRM | $41.9M | 3.20% | 0.02% | +10.1% | Q2 2025 |
| HPE | $41.6M | 3.18% | 0.13% | -9.8% | Q2 2024 |
| WMG | $39.6M | 3.02% | 120927.69% | +13.8% | Q4 2021 |
| VRT | $39.2M | 2.99% | 0.06% | -18.4% | Q1 2022 |
| CIEN | $38.8M | 2.96% | 0.12% | -46.4% | Q1 2021 |
| ENTG | $38.7M | 2.95% | 0.30% | +7.6% | Q3 2025 |
| NVDA | $38.1M | 2.91% | 0.00% | +19.0% | Q1 2025 |
| TKO | $38.1M | 2.90% | Not reported | +13.8% | Q1 2024 |
| PWR | $34.5M | 2.63% | 0.05% | -4.2% | Q1 2024 |
| CMCSA | $33.6M | 2.56% | 0.03% | +36.1% | Q4 2020 |
| RCI | $32.6M | 2.49% | Not reported | -25.5% | Q1 2025 |
 MRVL | $31.5M | 2.40% | 0.04% | Not reported | Q1 2022 |
 AVGO | $31.4M | 2.40% | 0.00% | -5.8% | Q4 2020 |
| BE | $23.9M | 1.83% | 0.12% | -37.4% | Q1 2024 |
| GLPI | $16.2M | 1.24% | 0.13% | +101.8% | Q4 2019 |
| DLR | $15.9M | 1.21% | 0.03% | +5.2% | Q4 2020 |
| CCOI | $13.7M | 1.05% | 1.27% | -25.2% | Q3 2024 |
 UDR | $13.7M | 1.04% | 0.11% | New | Q4 2025 |
| KRG | $12.3M | 0.94% | 0.25% | -21.3% | Q4 2021 |
| TRNO | $11.8M | 0.90% | 0.19% | -42.2% | Q2 2020 |
| MAC | $11M | 0.84% | 0.23% | +16.1% | Q2 2024 |
 OUT | $8.85M | 0.68% | 0.21% | -59.9% | Q2 2020 |
| TDS | $8.43M | 0.64% | 0.18% | -9.0% | Q3 2023 |
 CBRE | $8.26M | 0.63% | 0.02% | -13.8% | Q2 2024 |
| AD | $6.31M | 0.48% | 0.14% | +15.6% | Q3 2023 |
 NTST | $5.99M | 0.46% | 0.36% | -47.0% | Q3 2024 |
| NXRT | $5.25M | 0.40% | 0.69% | -24.5% | Q1 2024 |
| WSR | $5.08M | 0.39% | 0.72% | -19.6% | Q1 2022 |
| LXP | $4.99M | 0.38% | 0.17% | -45.4% | Q4 2020 |
 ALEX | $4.41M | 0.34% | Not reported | Not reported | Q4 2019 |
| VRE | $3.67M | 0.28% | Not reported | -59.3% | Q2 2024 |
| CIGI | $3.28M | 0.25% | 0.06% | New | Q4 2025 |
 GLIBK | $2.68M | 0.20% | Not reported | -67.8% | Q3 2025 |
| PSTL | $2.63M | 0.20% | 0.63% | New | Q4 2025 |
| LAMR | $1.94M | 0.15% | Not reported | -6.1% | Q1 2020 |
| NN | $1.68M | 0.13% | 0.07% | -18.6% | Q2 2024 |
| PLD | $1.58M | 0.12% | 0.00% | -20.8% | Q4 2019 |
| EGP | $1.5M | 0.11% | 0.02% | -9.7% | Q2 2020 |
 ILPT | $1.21M | 0.09% | 0.33% | -24.4% | Q2 2023 |
| JLL | $1.03M | 0.08% | 0.01% | -25.6% | Q3 2025 |
| Q3 2025 | |||||
| EQIX | $90.4M | 7.20% | 0.12% | +33.2% | Q4 2019 |
| SBAC | $77.4M | 6.17% | 0.37% | +37.2% | Q2 2020 |
| DOX | $63.1M | 5.03% | 0.71% | +32.4% | Q4 2020 |
| T | $50.1M | 3.99% | 0.02% | +7.6% | Q2 2023 |
| HPE | $47.2M | 3.76% | 0.15% | Not reported | Q2 2024 |
| STX | $46.8M | 3.73% | 0.09% | -21.8% | Q3 2024 |
| CIEN | $45.1M | 3.60% | 0.22% | -20.7% | Q1 2021 |
| VRT | $44.7M | 3.56% | 0.08% | +27.2% | Q1 2022 |
| ENTG | $39.4M | 3.14% | 0.28% | New | Q3 2025 |
| AMZN | $39.2M | 3.12% | 0.00% | -11.6% | Q1 2025 |
| WMG | $38.7M | 3.08% | 106298.69% | +41.0% | Q4 2021 |
| LITE | $37.6M | 3.00% | 0.33% | -37.8% | Q1 2022 |
| BE | $37.2M | 2.97% | 0.19% | -51.6% | Q1 2024 |
| LYV | $37M | 2.95% | 0.10% | -9.5% | Q2 2024 |
| PWR | $35.4M | 2.82% | 0.06% | -16.9% | Q1 2024 |
| DIS | $34.2M | 2.73% | 0.02% | +19.4% | Q3 2021 |
| CRM | $34.1M | 2.71% | 0.02% | +55.6% | Q2 2025 |
| ANET | $33.4M | 2.66% | 0.02% | -22.4% | Q4 2020 |
| CCOI | $32.6M | 2.60% | 1.73% | +45.8% | Q3 2024 |
| TKO | $32.3M | 2.58% | Not reported | +6.1% | Q1 2024 |
| NVDA | $32M | 2.55% | 0.00% | -25.1% | Q1 2025 |
| AVGO | $31.8M | 2.53% | 0.00% | -12.4% | Q4 2020 |
| RCI | $30.3M | 2.41% | Not reported | +33.5% | Q1 2025 |
| CMCSA | $25.9M | 2.07% | 0.02% | +66.5% | Q4 2020 |
| TRNO | $18.6M | 1.49% | 0.34% | +29.0% | Q2 2020 |
 CCI | $17.8M | 1.42% | 0.04% | +47.2% | Q4 2019 |
| DLR | $16.8M | 1.34% | 0.03% | +136.4% | Q4 2020 |
| KRG | $13.6M | 1.08% | 0.30% | +3.3% | Q4 2021 |
| OUT | $13.4M | 1.07% | 0.55% | -5.5% | Q2 2020 |
| NTST | $9.57M | 0.76% | 0.77% | -13.2% | Q3 2024 |
| CBRE | $9.39M | 0.75% | 0.02% | +3.9% | Q2 2024 |
| VRE | $9.21M | 0.73% | Not reported | -26.0% | Q2 2024 |
| MAC | $9.15M | 0.73% | 0.20% | Not reported | Q2 2024 |
| TDS | $8.87M | 0.71% | 0.20% | -26.0% | Q3 2023 |
| GLPI | $8.37M | 0.67% | 0.06% | +1.7% | Q4 2019 |
| GLIBK | $8.33M | 0.66% | Not reported | New | Q3 2025 |
| LXP | $6.83M | 0.54% | 0.31% | -12.0% | Q4 2020 |
| PLYM | $6.41M | 0.51% | 0.75% | New | Q3 2025 |
| NXRT | $6.3M | 0.50% | 0.91% | Not reported | Q1 2024 |
| WSR | $5.58M | 0.45% | 0.89% | +36.4% | Q1 2022 |
 CZR | $5.3M | 0.42% | 0.09% | +8.3% | Q4 2023 |
| AD | $5.09M | 0.41% | 0.12% | -9.6% | Q3 2023 |
 APO | $4.57M | 0.36% | 0.01% | New | Q3 2025 |
 PK | $2.97M | 0.24% | 0.13% | -24.7% | Q3 2021 |
| SMA | $2.24M | 0.18% | 0.22% | -65.4% | Q2 2025 |
| LAMR | $2M | 0.16% | Not reported | Not reported | Q1 2020 |
| PLD | $1.79M | 0.14% | 0.00% | -61.2% | Q4 2019 |
| NN | $1.77M | 0.14% | 0.09% | -15.0% | Q2 2024 |
| EGP | $1.57M | 0.13% | 0.02% | Not reported | Q2 2020 |
| ILPT | $1.43M | 0.11% | 0.44% | -35.7% | Q2 2023 |