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Wafra Inc.

CIK:0000920440
Private Equity
$29B AUM
2 holdings
New York, NY, United States
Founded:1985
180 employees
Latest filing:Jun 30, 2025

Wafra Inc. is a New York-headquartered alternative investment firm, founded in 1985, that manages around $29 billion in assets. The firm specializes in alternative investments spanning private equity, real estate, and real assets, with a client base comprised primarily of institutional investors such as sovereign wealth funds and pension funds. Wafra employs over 180 professionals, operates independently but is owned by Kuwait's Public Institution for Social Security, and is recognized for pursuing long-term returns through strategic partnerships and innovative investment solutions.

Investment Strategy

Wafra pursues a multi-strategy investment approach focusing on real estate, strategic partnerships—including minority stakes in next-generation and established investment managers—and real assets such as aviation, digital infrastructure, shipping, and renewable energy. The firm's philosophy emphasizes collaborative, creative capital solutions, robust due diligence, and a long-term investment horizon tailored to align with client needs. Wafra leverages the strength of an asset owner's long-term balance sheet with the agility of a commercial asset manager, structuring flexible programs and actively seeking opportunities in both public and private markets across the U.S. and globally.

Top Buys
D
DBRGDIGITALBRIDGE GROUP INC
+$23.6M
C
CMTGCLAROS MTG TR INC
-$2.2M
Top Sells
D
DBRGDIGITALBRIDGE GROUP INC
+$23.6M
C
CMTGCLAROS MTG TR INC
-$2.2M

Top Holdings

D
DBRGDIGITALBRIDGE GROUP INC
+95.7%$160.0M
C
CMTGCLAROS MTG TR INC
+4.3%$7.1M

Equity Positions (2)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
D
DBRG
DIGITALBRIDGE GROUP INC95.74%$160.0M15,455,808$12.56$10.35+$23.6M
C
CMTG
CLAROS MTG TR INC4.26%$7.1M2,500,000$16.39$2.85-$2.2M

Industry Allocation

REAL ESTATE INVESTMENT TRUSTS
+95.7%
REAL ESTATE
+4.3%