The Analysis of WAFRA INC.'s Holdings & P&L


Currently, WAFRA INC. holds 1 types of securities in its portfolio with a total value $6.0M. In the most recent quarter, they have increased their positions in CMTG (+2.5M shares, valued at $6.0M); initiated new positions in CMTG (+2.5M shares, valued at $6.0M).


1M P&L
-732.4K-1.52%
3M P&L
+329.6K+0.70%
HY P&L
+14.6M+44.39%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Asset Management41.3M
84.4%
2REIT - Mortgage7.7M
15.6%

Top Industries by Stock Count

1REIT - Mortgage1 stocks
50.0%
2Asset Management1 stocks
50.0%
Stock Holdings
CMTG
CLAROS MTG TR INC
New
Shares2.5M
Event2026-03-31
Filed2026-05-14

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available