DigitalBridge Group, Inc.
Comparing Q4 2025 vs Q3 2025
Sorting applies to all holdings for this quarter on the server, then the page is sliced. Prior-quarter values come from the full prior-quarter filing.
Issuer ▲▼ | Shares | Value ($K) | ||||
|---|---|---|---|---|---|---|
Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | |
| MARVELL TECHNOLOGY INC | 0 | 370,864 | +370,864 | 0 | 31,516,023 | +31,516,023 |
| AMAZON COM INC | 178,552 | 246,797 | +68,245 | 39,204,664 | 56,965,684 | +17,761,020 |
| AMDOCS LTD | 769,432 | 995,582 | +226,150 | 63,131,895 | 80,154,307 | +17,022,412 |
| SBA COMMUNICATIONS CORP NEW | 400,120 | 477,812 | +77,692 | 77,363,203 | 92,423,175 | +15,059,972 |
| UDR INC | 0 | 372,500 | +372,500 | 0 | 13,663,300 | +13,663,300 |
| EQUINIX INC | 115,366 | 134,926 | +19,560 | 90,359,267 | 103,374,905 | +13,015,638 |
| ARISTA NETWORKS INC | 228,946 | 339,840 | +110,894 | 33,359,722 | 44,529,235 | +11,169,513 |
| DISNEY WALT CO | 298,938 | 380,900 | +81,962 | 34,228,402 | 43,334,993 | +9,106,591 |
| LIVE NATION ENTERTAINMENT IN | 226,719 | 320,940 | +94,221 | 37,045,886 | 45,733,951 | +8,688,065 |
| LUMENTUM HLDGS INC | 231,287 | 125,312 | -105,975 | 37,632,707 | 46,188,750 | +8,556,043 |
| SALESFORCE INC | 143,703 | 158,154 | +14,451 | 34,057,611 | 41,896,576 | +7,838,965 |
| GAMING & LEISURE PPTYS INC | 179,500 | 362,300 | +182,800 | 8,366,495 | 16,191,187 | +7,824,692 |
| COMCAST CORP NEW | 825,509 | 1,123,239 | +297,730 | 25,937,492 | 33,573,613 | +7,636,121 |
| NVIDIA CORPORATION | 171,766 | 204,444 | +32,678 | 32,048,101 | 38,128,808 | +6,080,707 |
| TKO GROUP HOLDINGS INC | 160,068 | 182,169 | +22,101 | 32,327,334 | 38,073,321 | +5,745,987 |
| LXP INDUSTRIAL TRUST | 0 | 100,550 | +100,550 | 0 | 4,985,269 | +4,985,269 |
| ALEXANDER & BALDWIN INC NEW | 0 | 213,621 | +213,621 | 0 | 4,409,137 | +4,409,137 |
| COLLIERS INTL GROUP INC | 0 | 22,335 | +22,335 | 0 | 3,283,468 | +3,283,468 |
| POSTAL REALTY TRUST INC | 0 | 163,224 | +163,224 | 0 | 2,634,434 | +2,634,434 |
| ROGERS COMMUNICATIONS INC | 1,159,502 | 863,520 | -295,982 | 30,282,990 | 32,596,814 | +2,313,824 |
| MACERICH CO | 513,200 | 595,700 | +82,500 | 9,145,750 | 10,996,622 | +1,850,872 |
| ARRAY DIGITAL INFRASTRUCTURE | 101,800 | 117,700 | +15,900 | 5,091,018 | 6,311,074 | +1,220,056 |
| CLEAR CHANNEL OUTDOOR HLDGS | 0 | 450,300 | +450,300 | 0 | 995,163 | +995,163 |
| PROLOGIS INC.(Call) | 20,800 | 26,400 | +5,600 | 2,382,016 | 3,370,224 | +988,208 |
| WARNER MUSIC GROUP CORP | 1,136,333 | 1,292,717 | +156,384 | 38,703,503 | 39,647,632 | +944,129 |
| COSTAR GROUP INC | 7,300 | 11,700 | +4,400 | 615,901 | 786,708 | +170,807 |
| REALTY INCOME CORP(Put) | 42,300 | 47,200 | +4,900 | 2,571,417 | 2,660,664 | +89,247 |
| PEBBLEBROOK HOTEL TR | 10,000 | 10,000 | 0 | 202,100 | 190,800 | -11,300 |
| KIMCO RLTY CORP | 20,060 | 20,060 | 0 | 1,194,172 | 1,174,914 | -19,258 |
| PEBBLEBROOK HOTEL TR | 20,000 | 20,000 | 0 | 404,000 | 381,000 | -23,000 |
| WELLTOWER INC | 3,800 | 3,450 | -350 | 676,932 | 640,355 | -36,577 |
| LAMAR ADVERTISING CO NEW | 16,300 | 15,300 | -1,000 | 1,995,446 | 1,936,674 | -58,772 |
| EPR PPTYS | 125,000 | 140,000 | +15,000 | 3,178,750 | 3,105,200 | -73,550 |
| CANADIAN PACIFIC KANSAS CITY | 9,900 | 9,000 | -900 | 737,451 | 662,670 | -74,781 |
| EASTGROUP PPTYS INC | 9,300 | 8,400 | -900 | 1,574,118 | 1,496,376 | -77,742 |
| NEXTNAV INC | 124,000 | 100,900 | -23,100 | 1,773,200 | 1,678,976 | -94,224 |
| FIRST INDL RLTY TR INC | 22,300 | 17,700 | -4,600 | 1,147,781 | 1,013,679 | -134,102 |
| VANGUARD INDEX FDS(Put) | 7,600 | 6,300 | -1,300 | 694,792 | 557,487 | -137,305 |
| EPR PPTYS | 89,743 | 89,743 | 0 | 2,832,289 | 2,685,111 | -147,178 |
| WELLTOWER INC(Put) | 11,100 | 9,600 | -1,500 | 1,977,354 | 1,781,856 | -195,498 |
| JONES LANG LASALLE INC | 4,100 | 3,050 | -1,050 | 1,222,948 | 1,026,234 | -196,714 |
| PROLOGIS INC. | 15,600 | 12,350 | -3,250 | 1,786,512 | 1,576,601 | -209,911 |
| INDUSTRIAL LOGISTICS PPTYS T | 290,035 | 219,300 | -70,735 | 1,429,825 | 1,214,922 | -214,903 |
| PUBLIC STORAGE OPER CO(Put) | 3,100 | 2,400 | -700 | 895,435 | 622,800 | -272,635 |
| BROADCOM INC | 96,389 | 90,839 | -5,550 | 31,799,694 | 31,439,379 | -360,315 |
| TELEPHONE & DATA SYS INC | 226,000 | 205,700 | -20,300 | 8,868,240 | 8,433,700 | -434,540 |
| WHITESTONE REIT | 454,774 | 365,600 | -89,174 | 5,584,625 | 5,078,184 | -506,441 |
| STARWOOD PPTY TR INC(Put) | 65,700 | 41,600 | -24,100 | 1,272,609 | 749,216 | -523,393 |
| SIMON PPTY GROUP INC NEW(Put) | 13,000 | 10,200 | -2,800 | 2,439,710 | 1,888,122 | -551,588 |
| CROWN CASTLE INC(Call) | 33,700 | 28,100 | -5,600 | 3,251,713 | 2,497,247 | -754,466 |
| ENTEGRIS INC | 426,348 | 458,929 | +32,581 | 39,420,137 | 38,664,770 | -755,367 |
| QUANTA SVCS INC | 85,395 | 81,774 | -3,621 | 35,389,396 | 34,513,535 | -875,861 |
| ISHARES TR(Put) | 9,900 | 6,000 | -3,900 | 2,395,404 | 1,476,960 | -918,444 |
| DIGITAL RLTY TR INC | 97,400 | 102,500 | +5,100 | 16,838,512 | 15,857,775 | -980,737 |
| NEXPOINT RESIDENTIAL TR INC | 231,006 | 174,500 | -56,506 | 6,301,240 | 5,252,450 | -1,048,790 |
| CBRE GROUP INC | 59,600 | 51,400 | -8,200 | 9,390,576 | 8,264,606 | -1,125,970 |
| AT&T INC | 1,773,503 | 1,970,881 | +197,378 | 50,083,725 | 48,956,686 | -1,127,039 |
| KITE RLTY GROUP TR | 652,300 | 513,300 | -139,000 | 13,593,699 | 12,303,801 | -1,289,898 |
| SEAGATE TECHNOLOGY HLDNGS PL | 198,455 | 164,192 | -34,263 | 46,847,287 | 45,216,835 | -1,630,452 |
| NETSTREIT CORP | 639,817 | 339,300 | -300,517 | 9,574,510 | 5,985,252 | -3,589,258 |
| OUTFRONT MEDIA INC | 916,200 | 367,200 | -549,000 | 13,442,360 | 8,849,520 | -4,592,840 |
| VERTIV HOLDINGS CO | 295,975 | 241,671 | -54,304 | 44,650,787 | 39,153,119 | -5,497,668 |
| VERIS RESIDENTIAL INC | 605,994 | 246,519 | -359,475 | 9,211,109 | 3,668,202 | -5,542,907 |
| HEWLETT PACKARD ENTERPRISE C | 1,921,957 | 1,733,626 | -188,331 | 47,203,264 | 41,641,696 | -5,561,568 |
| GCI LIBERTY INC | 223,600 | 72,000 | -151,600 | 8,333,572 | 2,679,120 | -5,654,452 |
| CIENA CORP | 309,880 | 166,032 | -143,848 | 45,140,219 | 38,829,903 | -6,310,316 |
| TERRENO RLTY CORP | 346,700 | 200,514 | -146,186 | 18,648,746 | 11,772,177 | -6,876,569 |
| BLOOM ENERGY CORP | 440,208 | 275,447 | -164,761 | 37,228,390 | 23,933,591 | -13,294,799 |
| COGENT COMMUNICATIONS HLDGS | 850,073 | 636,169 | -213,904 | 32,600,299 | 13,715,805 | -18,884,494 |