Advisory Research’s Safehold Inc. SAFE Stock Holding History

Advisory Research’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
2020 Q1	–	Sell	-14,564	Closed	-$587K	–	366
2019 Q4	$587K	Buy	+14,564	New	+$534K	0.03%	229

Other funds holding SAFE

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Jefferies Group New York $12B AUM 6.2% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

UIC

Uniplan Investment Counsel Milwaukee, Wisconsin $974M AUM 21.37% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Addison Capital Conshohocken, Pennsylvania $562M AUM 18.57% 1-Year Est. Return

Advisory Research's SAFE Position: Q1 2020 in Review

Advisory Research sold out of Safehold Inc. (SAFE) in Q1 2020, closing a stake of 14,564 shares — an estimated $587K sold.

Advisory Research first reported a position in SAFE in Q4 2019 and held it in 1 quarter. The position peaked at $587K in Q4 2019. 143 funds tracked by Wall St. Rank hold SAFE as of Q1 2020.

Advisory Research reported no remaining Safehold Inc. position as of Q1 2020 after selling out during the quarter.
Advisory Research sold 14,564 Safehold Inc. shares in Q1 2020, an estimated $587K.
Advisory Research first reported a position in Safehold Inc. in Q4 2019 and held it in 1 quarter.
Advisory Research's Safehold Inc. position peaked at $587K in Q4 2019.
143 funds tracked by Wall St. Rank held Safehold Inc. as of Q1 2020.

Based on Advisory Research's 13F filing for Q1 2020, filed 12 May 2020.