Kula Investments’s DigitalBridge DBRG Stock Holding History

Kula Investments’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
2023 Q1	–	Sell	-15,990	Closed	-$175K	–	664
2022 Q4	$175K	Buy	+15,990	New	+$208K	0.05%	537

Other funds holding DBRG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wafra Inc New York $5.95M AUM 6.19% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

WHCM

Wolf Hill Capital Management Greenwich, Connecticut $1.03B AUM 80.44% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

ACM

AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

RGREA

Ranger Global Real Estate Advisors Denver, Colorado $232M AUM 20.95% 1-Year Est. Return

Avenir Corporation Alexandria, Virginia $820M AUM 2.4% 1-Year Est. Return

Kula Investments's DBRG Position: Q1 2023 in Review

Kula Investments sold out of DigitalBridge (DBRG) in Q1 2023, closing a stake of 15,990 shares — an estimated $175K sold.

Kula Investments first reported a position in DBRG in Q4 2022 and held it in 1 quarter. The position peaked at $175K in Q4 2022. 242 funds tracked by Wall St. Rank hold DBRG as of Q1 2023.

Kula Investments reported no remaining DigitalBridge position as of Q1 2023 after selling out during the quarter.
Kula Investments sold 15,990 DigitalBridge shares in Q1 2023, an estimated $175K.
Kula Investments first reported a position in DigitalBridge in Q4 2022 and held it in 1 quarter.
Kula Investments's DigitalBridge position peaked at $175K in Q4 2022.
242 funds tracked by Wall St. Rank held DigitalBridge as of Q1 2023.

Based on Kula Investments's 13F filing for Q1 2023, filed 15 May 2023.