13F Pro

WAFRA INVESTMENT ADVISORY GROUP INC /NY

Institutional InvestorSimilar funds →SEC EDGAR: CIK 920440
Institutional-grade research for retail investors

13F Reported Value

ⓘ

$6.0M

Holdings

1

Latest Filing

2026-03-31

Filing Quarter

Q1 2026

Portfolio Overview

WAFRA INVESTMENT ADVISORY GROUP INC /NY disclosed 1 positions worth $6.0M in its Form 13F-HR for Q1 2026, led by $CMTG (Claros Mortgage Trust, Inc.) at 100.0% of the equity portfolio. The portfolio is most concentrated in Real Estate (100.0% of disclosed assets). All figures are sourced directly from WAFRA INVESTMENT ADVISORY GROUP INC /NY’s Form 13F-HR filing with the SEC under CIK 920440.

AI Fund Analysis

Stable
CMTG$CMTG
100.0% weight
Held 6 quarters

Sector Allocation

Real Estate

AUM History

Top Equity Holdings by Value

Quarterly Activity — Q1 2026

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Top Holdings

AI Quality Scored

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32-signal composite ranking on each of WAFRA INVESTMENT ADVISORY GROUP INC /NY's 1 positions.

Showing top 1 of 1 holdings.

Sector Allocation

Real Estate

$6.0M

Full Holdings — WAFRA INVESTMENT ADVISORY GROUP INC /NY (Q1 2026)

All 1 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.

#TickerCompanyValueWeightQoQQuality
1CMTG$CMTGClaros Mortgage Trust, Inc.$6.0M100.0%+0%18.1

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Available Analysis

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Concentration analysis
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AI-Powered Hedge Fund Analysis: WAFRA INVESTMENT ADVISORY GROUP INC /NY

13F Pro is an AI hedge fund tracker and stock research platform. For WAFRA INVESTMENT ADVISORY GROUP INC /NY (SEC CIK: 920440), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.

Every holding in WAFRA INVESTMENT ADVISORY GROUP INC /NY's portfolio is scored on a 32-signal AI quality ranking (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.