AWM
SAFE

AE Wealth Management’s Safehold SAFE Stock Holding History

AE Wealth Management’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
Q2 		$203K Buy
+12,925
New +$196K ﹤0.01% 1719

Other funds holding SAFE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MC
MSD Capital New York $102M AUM 2.45% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

AE Wealth Management's SAFE Position: Q2 2026 in Review

AE Wealth Management opened a new position in Safehold (SAFE) in Q2 2026: 12,925 shares worth $203K. The stake represents ﹤0.01% of the portfolio and ranks #1719 among its holdings.

215 funds tracked by Wall St. Rank hold SAFE as of Q2 2026.

  • AE Wealth Management held 12,925 shares of Safehold worth $203K as of Q2 2026.
  • Safehold was a new AE Wealth Management position in Q2 2026.
  • Safehold made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1719 holding.
  • 215 funds tracked by Wall St. Rank held Safehold as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.