10,000+ stock pitches from top investors available on joinyellowbrick.com
DigitalBridge Group, Inc. 13F Holdings
Holdings from the most recent 13F from DigitalBridge Group, Inc.
Filed: 2022-11-14 (Q3 2022) | Holdings: 126 | Value: $703.4M | Filing Link
PREMIUM
Author Returns
Returns are calculated from when the filing is published and are weighted by the size of the holding.
Upgrade to Yellowbrick Premium to unlock investor returns. Upgrade to Yellowbrick Premium
Filing Returns
Returns are calculated from when the filing is published and are weighted by the size of the holding.
Upgrade to Yellowbrick Premium to unlock investor returns. Upgrade to Yellowbrick Premium
Holding Returns | |||||||
|---|---|---|---|---|---|---|---|
| Stock | Put/Call | Change | Holding Pct | Value | Current Return | 3M Return | 1Y Return |
| EQIX - EQUINIX INC | Add 23% ($33.7M) | 25.25% | $177.6M | +62.88% | +12.90% | +23.66% | |
| AMT - AMERICAN TOWER CORP NEW | Reduce 13% $(9.4M) | 9.17% | $64.5M | -10.68% | +1.30% | -6.01% | |
| CCI - CROWN CASTLE INC | Reduce 40% $(30.8M) | 6.48% | $45.6M | -28.93% | +2.58% | -21.17% | |
| SBAC - SBA COMMUNICATIONS CORP NEW | New Purchase | 3.81% | $26.8M | -37.50% | -1.30% | -18.86% | |
| LAMR - LAMAR ADVERTISING CO NEW | Add 129% ($14.1M) | 3.56% | $25.0M | +59.45% | +15.12% | +6.98% | |
| PLD - PROLOGIS INC. | New Purchase | 3.32% | $23.4M | +29.20% | +12.47% | -0.43% | |
| REXR - REXFORD INDL RLTY INC | Add 23% ($4.4M) | 3.31% | $23.3M | -32.29% | +14.11% | -11.58% | |
| TMUS - T-MOBILE US INC | Add 53% ($7.3M) | 2.98% | $21.0M | +48.01% | -0.03% | -0.26% | |
| UNIT - UNITI GROUP INC | 2.31% | $16.3M | -9.24% | -21.88% | -22.71% | ||
| TRNO - TERRENO RLTY CORP | Reduce 18% $(3.4M) | 2.26% | $15.9M | +17.03% | +10.95% | -0.75% | |
| DOX - AMDOCS LTD | Add 53% ($5.2M) | 2.13% | $15.0M | -15.27% | +16.80% | -0.32% | |
| ALEX - ALEXANDER & BALDWIN INC NEW | Add 4% ($520.7K) | 2.13% | $15.0M | +0.81% | -10.13% | ||
| SUI - SUN CMNTYS INC | Reduce 31% $(6.8M) | 2.11% | $14.8M | +4.70% | +15.61% | -9.75% | |
| UHAL - AMERCO | New Purchase | 2.09% | $14.7M | -7.56% | +25.63% | +6.25% | |
| VNET - VNET GROUP INC | Reduce 3% $(275.0K) | 1.52% | $10.7M | +42.44% | -16.47% | -39.90% | |
| VOD - VODAFONE GROUP PLC NEW | 1.36% | $9.5M | +65.62% | +9.53% | -15.08% | ||
| AVGO - BROADCOM INC | Add 34% ($1.7M) | 0.95% | $6.7M | +517.22% | +15.62% | +88.94% | |
| ATVI - ACTIVISION BLIZZARD INC | Add 25% ($1.1M) | 0.78% | $5.5M | ||||
| MRVL - MARVELL TECHNOLOGY INC | New Purchase | 0.74% | $5.2M | +119.88% | +2.62% | +25.98% | |
| ERIC B - ERICSSON | Add 34% ($1.3M) | 0.73% | $5.1M | +95.98% | -7.04% | -19.52% | |
| CIEN - CIENA CORP | Add 36% ($1.3M) | 0.72% | $5.1M | +762.73% | +8.67% | +3.09% | |
| ANET - ARISTA NETWORKS INC | New Purchase | 0.72% | $5.0M | +268.16% | +6.09% | +60.22% | |
| VZ - VERIZON COMMUNICATIONS INC | New Purchase | 0.67% | $4.7M | +62.37% | +6.56% | +0.40% | |
| VIAV - VIAVI SOLUTIONS INC | New Purchase | 0.64% | $4.5M | +198.74% | +1.26% | -25.94% | |
| DY - DYCOM INDS INC | New Purchase | 0.63% | $4.4M | +230.94% | -21.48% | -14.38% | |
| VRT - VERTIV HOLDINGS CO | New Purchase | 0.63% | $4.4M | +1530.74% | +4.23% | +182.13% | |
| LITE - LUMENTUM HLDGS INC | New Purchase | 0.61% | $4.3M | +1130.11% | +4.90% | -20.99% | |
| CCI - CROWN CASTLE INC | CALL | Reduce 48% $(3.7M) | 0.57% | $4.0M | |||
| PK - PARK HOTELS & RESORTS INC | New Purchase | 0.55% | $3.9M | +21.47% | +18.63% | +19.03% | |
| AMT - AMERICAN TOWER CORP NEW | CALL | Reduce 100% | 0.00% | $0.00 | |||
| IEF - ISHARES TR | PUT | Reduce 100% | 0.00% | $0.00 | |||
| KRG - KITE RLTY GROUP TR | Reduce 100% | 0.00% | $0.00 | +37.90% | +4.49% | +1.26% | |
| SHO - SUNSTONE HOTEL INVS INC NEW | Reduce 100% | 0.00% | $0.00 | ||||
| SWCH - SWITCH INC | Reduce 100% | 0.00% | $0.00 | ||||
| VICI - VICI PPTYS INC | Reduce 100% | 0.00% | $0.00 | ||||