SPIRIT OF AMERICA MANAGEMENT CORP/NY DBRG — DigitalBridge Group, Inc.

Ownership history in SPIRIT OF AMERICA MANAGEMENT CORP/NY  ·  10 quarters on record

AI Ownership Summary

SPIRIT OF AMERICA MANAGEMENT CORP/NY reported DigitalBridge Group, Inc. (DBRG) in 10 quarterly 13F filings from 2024 Q2 through 2026 Q2. Peak portfolio weight reached 0.15% in 2025 Q4. The latest visible filing shows DBRG at 0.14% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this DBRG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was SPIRIT OF AMERICA MANAGEMENT CORP/NY's position in DigitalBridge Group, Inc., and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

DBRG was reported at 0.14% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.15% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

DBRG stock page SPIRIT OF AMERICA MANAGEMENT CORP/NY fund profile SPIRIT OF AMERICA MANAGEMENT CORP/NY full holdings
How SPIRIT OF AMERICA MANAGEMENT CORP/NY held DBRG — position size vs. price
% of Fund (quarterly)    DBRG price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 UNCHANGED — — — 46,000 — 0% 0.14% $726K 2026-07-14 $15.73
2026 Q1 UNCHANGED — — — 46,000 — 0% 0.14% $709K 2026-04-15 $15.58
2025 Q4 UNCHANGED — — — 46,000 — 0% 0.15% $706K 2026-01-15 $15.31
2025 Q3 UNCHANGED — — — 46,000 — 0% 0.11% $538K 2025-10-15 $13.80
2025 Q2 ADDED — — — 46,000 +2,000 +4.5% 0.10% $476K 2025-07-29 $10.92
2025 Q1 UNCHANGED — — — 44,000 — 0% 0.08% $388K 2025-04-21 $7.86
2024 Q4 ADDED — — — 44,000 +5,000 +12.8% 0.10% $496K 2025-01-27 $10.87
2024 Q3 ADDED — — — 39,000 +4,000 +11.4% 0.11% $551K 2024-10-23 $15.73
2024 Q2 ADDED — — — 35,000 +33,500 +2233.3% 0.10% $480K 2024-07-25 $13.90
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding DBRG

As of 2026 Q3 — sorted by position size

Central Pacific Bank - Trust Division 0.01% Versant Capital Management, Inc 3Y 7Y 0.0% CoreCap Advisors, LLC 3Y 0.0% Farther Finance Advisors, LLC 3Y 0.0%

FAQ About SPIRIT OF AMERICA MANAGEMENT CORP/NY and DBRG

These are the practical questions this page is built to answer before you even open the full history table.

How long has SPIRIT OF AMERICA MANAGEMENT CORP/NY reported owning DBRG?

SPIRIT OF AMERICA MANAGEMENT CORP/NY reported DBRG across 9 quarterly 13F filings, from 2024 Q2 through 2026 Q2.

What was the largest reported DBRG position in SPIRIT OF AMERICA MANAGEMENT CORP/NY's portfolio?

The largest reported portfolio weight for DBRG was 0.15% in 2025 Q4.

What is the latest reported DBRG position on this page?

The most recent filing on this page is 2026 Q2, when SPIRIT OF AMERICA MANAGEMENT CORP/NY reported 46,000 shares, equal to 0.14% of portfolio, with an estimated market value of $726K.

What does the chart on this DBRG ownership page compare?

The chart compares SPIRIT OF AMERICA MANAGEMENT CORP/NY's quarterly DBRG portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did SPIRIT OF AMERICA MANAGEMENT CORP/NY time their DBRG position?

Based on 13F filing dates vs. subsequent DBRG price moves, SPIRIT OF AMERICA MANAGEMENT CORP/NY correctly timed 2 out of 5 reported position changes (40%). The annualised alpha on DBRG relative to SPY over the holding period was -21.2%.

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