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Wafra Inc. Top Holdings and 13F Report (2024)

About Wafra Inc.

Investment Activity

  • Wafra Inc. has $238.69 million in total holdings as of September 30, 2024.
  • Wafra Inc. owns shares of 2 different stocks, but just 1 company or ETF makes up 80% of its holdings.
  • About 1.69% of the portfolio was sold this quarter.
  • This quarter, Wafra Inc. has purchased 2 new stocks and bought additional shares in 0 stocks.
  • Wafra Inc. sold shares of 1 stock and completely divested from 0 stocks this quarter.

Largest Holdings

DigitalBridge Group
$218,390,567

Largest Sales this Quarter

Claros Mortgage Trust
539,710 shares (about $4.04M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofWafra Inc.

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
DigitalBridge Group, Inc. stock logo
DBRG
DigitalBridge Group
$218,390,5670.0%15,455,80891.5%Finance
Claros Mortgage Trust, Inc. stock logo
CMTG
Claros Mortgage Trust
$20,300,072$4,042,428 -16.6%2,710,2908.5%Finance

Showing largest 100 holdings. View all holdings.
SEC Filings and Trading Data