DigitalBridge Group, Inc. 13F Holdings

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

Filed: 2025-02-14 (Q4 2024) | Holdings: 155 | Value: $1.4B | 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
Add 8% ($14.5M)
13.64%
$186.4M
+9.57%
-5.26%
+5.83%
SBAC - SBA COMMUNICATIONS CORP NEW
Add 3% ($4.7M)
12.46%
$170.2M
-13.47%
+12.67%
+1.44%
CCOI - COGENT COMMUNICATIONS HLDGS
Add 271% ($51.1M)
5.12%
$70.0M
-75.48%
-37.70%
-65.16%
DLR - DIGITAL RLTY TR INC
Add 11% ($6.6M)
4.74%
$64.7M
+12.65%
+1.91%
+11.69%
T - AT&T INC
Add 19% ($9.8M)
4.61%
$62.9M
+17.69%
+7.43%
+16.43%
DOX - AMDOCS LTD
Add 17% ($9.2M)
4.56%
$62.4M
-23.32%
+3.65%
-20.31%
ERIC - TELEFONAKTIEBOLAGET LM ERICS
Add 33% ($12.3M)
3.63%
$49.6M
+45.75%
+8.06%
+44.59%
HPE - HEWLETT PACKARD ENTERPRISE C
Add 42% ($13.7M)
3.40%
$46.5M
+12.86%
-18.54%
+3.47%
TKO - TKO GROUP HOLDINGS INC
Add 31% ($9.5M)
2.97%
$40.5M
+16.82%
-7.75%
+21.25%
CIEN - CIENA CORP
Add 1% ($503.8K)
2.96%
$40.4M
+330.60%
-11.49%
+235.33%
STX - SEAGATE TECHNOLOGY HLDNGS PL
Add 74% ($17.0M)
2.92%
$39.8M
+290.07%
+5.61%
+313.43%
PWR - QUANTA SVCS INC
Add 50% ($11.7M)
2.55%
$34.9M
+92.31%
+19.13%
+83.94%
LYV - LIVE NATION ENTERTAINMENT IN
Add 1% ($246.3K)
2.24%
$30.6M
-1.40%
-5.98%
+1.85%
LITE - LUMENTUM HLDGS INC
Reduce 19% $(7.0M)
2.24%
$30.6M
+795.92%
-0.87%
+665.45%
BE - BLOOM ENERGY CORP
Add 9% ($2.6M)
2.22%
$30.4M
+433.43%
-21.97%
+472.13%
CCI - CROWN CASTLE INC
Reduce 45% $(22.3M)
2.00%
$27.3M
-1.48%
+16.60%
+9.93%
AVGO - BROADCOM INC
Reduce 23% $(8.3M)
1.99%
$27.2M
+36.01%
+1.41%
+45.83%
WMG - WARNER MUSIC GROUP CORP
Add 34% ($6.8M)
1.96%
$26.8M
-27.31%
-23.65%
-16.55%
TER - TERADYNE INC
Add 46% ($8.4M)
1.96%
$26.8M
+159.51%
-27.62%
+167.45%
VRT - VERTIV HOLDINGS CO
Reduce 21% $(6.6M)
1.85%
$25.2M
+126.10%
-5.03%
+119.69%
MRVL - MARVELL TECHNOLOGY INC
Reduce 10% $(2.5M)
1.66%
$22.6M
-7.11%
-38.99%
-25.91%
OUT - OUTFRONT MEDIA INC
Reduce 9% $(1.3M)
0.97%
$13.3M
+48.16%
-13.64%
+38.84%
CBRE - CBRE GROUP INC
Add 8% ($912.5K)
0.89%
$12.2M
-5.54%
-9.16%
-1.51%
HLIT - HARMONIC INC
Reduce 20% $(2.8M)
0.85%
$11.6M
-11.09%
-4.95%
+6.44%
NTST - NETSTREIT CORP
New Purchase
0.83%
$11.3M
+45.14%
+15.53%
+56.30%
TDS - TELEPHONE & DATA SYS INC
Add 68% ($4.1M)
0.74%
$10.1M
+7.15%
-12.81%
+18.34%
RHP - RYMAN HOSPITALITY PPTYS INC
New Purchase
0.69%
$9.5M
-3.61%
-2.47%
+5.24%
H - HYATT HOTELS CORP
Add 86% ($4.2M)
0.66%
$9.0M
+1.26%
-5.88%
+19.32%
AIV - APARTMENT INVT & MGMT CO
Reduce 54% $(7.2M)
0.46%
$6.2M
-14.25%
-7.47%
-7.72%
PLD - PROLOGIS INC.
New Purchase
0.36%
$4.9M
+14.27%
-8.74%
+21.58%
CZR - CAESARS ENTERTAINMENT INC NE
Add 25% ($945.8K)
0.35%
$4.8M
-33.69%
-23.96%
-52.46%
N/A - BLACKSTONE MORTGAGE TRUST IN
0.32%
$4.4M
GLPI - GAMING & LEISURE PPTYS INC
Reduce 10% $(462.3K)
0.32%
$4.3M
-0.66%
-1.87%
+4.13%
VRE - VERIS RESIDENTIAL INC
Reduce 47% $(3.5M)
0.29%
$4.0M
+21.99%
-1.67%
+8.41%
HR - HEALTHCARE RLTY TR
Reduce 3% $(111.9K)
0.29%
$3.9M
+11.56%
-6.77%
+20.10%
EGP - EASTGROUP PPTYS INC
Add 10% ($353.1K)
0.29%
$3.9M
+7.53%
-4.17%
+11.08%
GOOG - ALPHABET INC
Reduce 100%
0.00%
$0.00
COLD - AMERICOLD REALTY TRUST INC
Reduce 100%
0.00%
$0.00
ANET - ARISTA NETWORKS INC
Reduce 100%
0.00%
$0.00
EQC - EQUITY COMWLTH
Reduce 100%
0.00%
$0.00
NFLX - NETFLIX INC
Reduce 100%
0.00%
$0.00
SUI - SUN CMNTYS INC
Reduce 100%
0.00%
$0.00