Aberdeen Group
SAFE

Aberdeen Group’s Safehold SAFE Stock Holding History

Aberdeen Group’s Portfolio SAFE Stock Details SAFE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$269K Hold
19,892
– – ﹤0.01% 913
2025
Q4 		$272K Buy
19,892
+922
+5% +$13.1K ﹤0.01% 922
2025
Q3 		$295K Buy
18,970
+2,307
+14% +$35.6K ﹤0.01% 935
2025
Q2 		$259K Buy
16,663
+3,158
+23% +$49K ﹤0.01% 931
2025
Q1 		$253K Hold
13,505
– – ﹤0.01% 914
2024
Q4 		$248K Buy
13,505
+3,166
+31% +$68.8K ﹤0.01% 912
2024
Q3 		$271K Buy
+10,339
New +$244K ﹤0.01% 882
2024
Q1 		– Sell
-9,023
Closed -$211K – 967
2023
Q4 		$211K Buy
+9,023
New +$170K ﹤0.01% 937

Other funds holding SAFE

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
MC
MSD Capital New York $87.3M AUM 21.75% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return