Advisory Services Network’s Safehold SAFE Stock Holding History

Advisory Services Network’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
2025 Q4	–	Sell	-3,712	Closed	-$57.5K	–	3797
2025 Q3	$57.5K	Buy	+3,712	New	+$57.3K	﹤0.01%	2387
2023 Q2	–	Sell	-100	Closed	-$2.94K	–	3246
2023 Q1	$2.94K	Buy	+100	New	+$5.02K	﹤0.01%	3323
2021 Q3	–	Sell	-2,260	Closed	-$228K	–	2889
2021 Q2	$228K	Buy	+2,260	New	+$200K	0.01%	1202
2020 Q1	–	Sell	-103	Closed	-$7K	–	3252
2019 Q4	$7K	Buy	+103	New	+$6.52K	﹤0.01%	2515
2018 Q2	–	Sell	-41	Closed	-$2K	–	2662
2018 Q1	$2K	Hold	41	–	–	﹤0.01%	2401
2017 Q4	$2K	Hold	41	–	–	﹤0.01%	2379
2017 Q3	$2K	Buy	+41	New	+$2.35K	﹤0.01%	2179

Other funds holding SAFE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

MSD Capital New York $102M AUM 2.45% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

NewEdge Wealth Pittsburgh, Pennsylvania $10B AUM 30.45% 1-Year Est. Return

LPC

Long Pond Capital New York $1.04B AUM 2.38% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Algert Global San Francisco, California $8.43B AUM 80.94% 1-Year Est. Return

Advisory Services Network's SAFE Position: Q4 2025 in Review

Advisory Services Network sold out of Safehold (SAFE) in Q4 2025, closing a stake of 3,712 shares — an estimated $57.5K sold.

Advisory Services Network first reported a position in SAFE in Q3 2017 and held it in 7 quarters. The position peaked at $228K in Q2 2021. 208 funds tracked by Wall St. Rank hold SAFE as of Q4 2025.

Advisory Services Network reported no remaining Safehold position as of Q4 2025 after selling out during the quarter.
Advisory Services Network sold 3,712 Safehold shares in Q4 2025, an estimated $57.5K.
Advisory Services Network first reported a position in Safehold in Q3 2017 and held it in 7 quarters.
Advisory Services Network's Safehold position peaked at $228K in Q2 2021.
208 funds tracked by Wall St. Rank held Safehold as of Q4 2025.

Based on Advisory Services Network's 13F filing for Q4 2025, filed 17 Feb 2026.