ACM
SAFE

AEW Capital Management’s Safehold SAFE Stock Holding History

AEW Capital 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
2024
Q4 		– Sell
-1,102,841
Closed -$28.9M – 53
2024
Q3 		$28.9M Sell
1,102,841
-90,652
-8% -$2.14M 1.25% 26
2024
Q2 		$23M Buy
1,193,493
+5,050
+0.4% +$97.1K 1.11% 28
2024
Q1 		$24.5M Buy
1,188,443
+94,193
+9% +$1.96M 1.19% 27
2023
Q4 		$25.6M Buy
+1,094,250
New +$20.6M 0.93% 28

Other funds holding SAFE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MC
MSD Capital New York $102M AUM 2.45% 1-Year Est. Return
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
NW
NewEdge Wealth Pittsburgh, Pennsylvania $10B AUM 30.45% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AEW Capital Management's SAFE Position: Q4 2024 in Review

AEW Capital Management sold out of Safehold (SAFE) in Q4 2024, closing a stake of 1,102,841 shares — an estimated $28.9M sold.

AEW Capital Management first reported a position in SAFE in Q4 2023 and held it in 4 quarters. The position peaked at $28.9M in Q3 2024. 196 funds tracked by Wall St. Rank hold SAFE as of Q4 2024.

  • AEW Capital Management reported no remaining Safehold position as of Q4 2024 after selling out during the quarter.
  • AEW Capital Management sold 1,102,841 Safehold shares in Q4 2024, an estimated $28.9M.
  • AEW Capital Management first reported a position in Safehold in Q4 2023 and held it in 4 quarters.
  • AEW Capital Management's Safehold position peaked at $28.9M in Q3 2024.
  • 196 funds tracked by Wall St. Rank held Safehold as of Q4 2024.

Based on AEW Capital Management's 13F filing for Q4 2024, filed 5 Feb 2025.