DigitalBridge Group, Inc. 13F Holdings

Holdings from the most recent 13F from DigitalBridge Group, Inc.

Filed: 2022-08-15 (Q2 2022) | Holdings: 116 | Value: $742.0M | Filing Link

PREMIUM

Author Returns

Returns are calculated from when the filing is published and are weighted by the size of the holding.

Filing Returns

Returns are calculated from when the filing is published and are weighted by the size of the holding.

Holding Returns
StockPut/Call
Change
Holding Pct
Value
Current Return
3M Return
1Y Return
EQIX - EQUINIX INC
Reduce 96% $(4.1B)
22.39%
$166.1M
+49.51%
-7.67%
+8.44%
CCI - CROWN CASTLE INTL CORP NEW
Reduce 90% $(775.9M)
11.98%
$88.9M
-45.88%
-25.22%
-42.89%
AMT - AMERICAN TOWER CORP NEW
Reduce 93% $(1.1B)
11.86%
$88.0M
-30.50%
-20.84%
-34.21%
SUI - SUN CMNTYS INC
Reduce 98% $(1.1B)
3.42%
$25.4M
-14.77%
-18.56%
-27.10%
UNIT - UNITI GROUP INC
Add 13% ($2.5M)
2.97%
$22.0M
-28.79%
-24.93%
-41.78%
REXR - REXFORD INDL RLTY INC
Reduce 96% $(506.4M)
2.81%
$20.9M
-45.26%
-19.97%
-23.09%
TRNO - TERRENO RLTY CORP
Reduce 94% $(318.2M)
2.74%
$20.3M
+3.49%
-12.34%
-9.31%
VICI - VICI PPTYS INC
New Purchase
2.28%
$16.9M
-5.38%
-9.57%
-11.66%
KRG - KITE RLTY GROUP TR
Reduce 82% $(71.9M)
2.14%
$15.8M
+31.37%
-1.15%
+5.79%
ALEX - ALEXANDER & BALDWIN INC NEW
Reduce 82% $(71.1M)
2.11%
$15.6M
-2.03%
-7.24%
AMT - AMERICAN TOWER CORP NEW
CALL
2.08%
$15.5M
TMUS - T-MOBILE US INC
New Purchase
1.85%
$13.8M
+50.11%
-0.44%
-5.00%
VOD - VODAFONE GROUP PLC NEW
Add 11% ($1.3M)
1.77%
$13.1M
+31.82%
-21.75%
-32.92%
VNET - VNET GROUP INC
Add 9% ($966.4K)
1.63%
$12.1M
+55.66%
+2.97%
-45.08%
LAMR - LAMAR ADVERTISING CO NEW
Add 221% ($8.0M)
1.57%
$11.6M
+45.60%
-7.59%
-12.97%
SHO - SUNSTONE HOTEL INVS INC NEW
New Purchase
1.42%
$10.6M
-15.07%
-12.01%
-23.15%
DOX - AMDOCS LTD
Add 15% ($1.3M)
1.38%
$10.3M
-20.40%
-5.99%
-0.10%
CCI - CROWN CASTLE INTL CORP NEW
CALL
1.22%
$9.1M
IEF - ISHARES TR
PUT
New Purchase
1.03%
$7.7M
AVGO - BROADCOM INC
Add 31% ($1.3M)
0.74%
$5.5M
+491.63%
-7.44%
+53.83%
ERIC B - ERICSSON
Add 39% ($1.4M)
0.67%
$4.9M
+63.64%
-18.64%
-34.32%
ATVI - ACTIVISION BLIZZARD INC
New Purchase
0.62%
$4.6M
CIEN - CIENA CORP
New Purchase
0.57%
$4.2M
+609.61%
-19.34%
-26.10%
SWCH - SWITCH INC
Reduce 97% $(120.1M)
0.56%
$4.2M
+0.54%
ELS - EQUITY LIFESTYLE PPTYS INC
Reduce 100%
0.00%
$0.00
INDT - INDUS REALTY TRUST INC
Reduce 100%
0.00%
$0.00
MGP - MGM GROWTH PPTYS LLC
Reduce 100%
0.00%
$0.00
VICI - VICI PPTYS INC
CALL
Reduce 100%
0.00%
$0.00