IFWM
DBRG

Institute for Wealth Management’s DigitalBridge DBRG Stock Holding History

Institute for Wealth Management’s Portfolio DBRG Stock Details DBRG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-7,829
Closed -$153K – 475
2022
Q2 		$153K Hold
7,829
– – 0.03% 501
2022
Q1 		$225K Buy
+7,829
New +$228K 0.04% 491

Other funds holding DBRG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WI
Wafra Inc New York $5.88M AUM 19.88% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $5.12B AUM 19.08% 1-Year Est. Return
RGREA
Ranger Global Real Estate Advisors Denver, Colorado $232M AUM 20.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
AC
Avenir Corporation Alexandria, Virginia $821M AUM 4.23% 1-Year Est. Return

Institute for Wealth Management's DBRG Position: Q3 2022 in Review

Institute for Wealth Management sold out of DigitalBridge (DBRG) in Q3 2022, closing a stake of 7,829 shares — an estimated $153K sold.

Institute for Wealth Management first reported a position in DBRG in Q1 2022 and held it in 2 quarters. The position peaked at $225K in Q1 2022. 247 funds tracked by Wall St. Rank hold DBRG as of Q3 2022.

  • Institute for Wealth Management reported no remaining DigitalBridge position as of Q3 2022 after selling out during the quarter.
  • Institute for Wealth Management sold 7,829 DigitalBridge shares in Q3 2022, an estimated $153K.
  • Institute for Wealth Management first reported a position in DigitalBridge in Q1 2022 and held it in 2 quarters.
  • Institute for Wealth Management's DigitalBridge position peaked at $225K in Q1 2022.
  • 247 funds tracked by Wall St. Rank held DigitalBridge as of Q3 2022.

Based on Institute for Wealth Management's 13F filing for Q3 2022, filed 18 Oct 2022.