ATIA
SAFE

American Trust Investment Advisors’s Safehold SAFE Stock Holding History

American Trust Investment Advisors’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
Q1 		– Sell
-32,195
Closed -$595K – 111
2024
Q4 		$595K Buy
32,195
+8,445
+36% +$184K 0.24% 75
2024
Q3 		$623K Buy
+23,750
New +$560K 0.25% 56

Other funds holding SAFE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MC
MSD Capital New York $87.3M AUM 21.75% 1-Year Est. Return
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
NW
NewEdge Wealth Pittsburgh, Pennsylvania $8.39B AUM 24.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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 $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

American Trust Investment Advisors's SAFE Position: Q1 2025 in Review

American Trust Investment Advisors sold out of Safehold (SAFE) in Q1 2025, closing a stake of 32,195 shares — an estimated $595K sold.

American Trust Investment Advisors first reported a position in SAFE in Q3 2024 and held it in 2 quarters. The position peaked at $623K in Q3 2024. 204 funds tracked by Wall St. Rank hold SAFE as of Q1 2025.

  • American Trust Investment Advisors reported no remaining Safehold position as of Q1 2025 after selling out during the quarter.
  • American Trust Investment Advisors sold 32,195 Safehold shares in Q1 2025, an estimated $595K.
  • American Trust Investment Advisors first reported a position in Safehold in Q3 2024 and held it in 2 quarters.
  • American Trust Investment Advisors's Safehold position peaked at $623K in Q3 2024.
  • 204 funds tracked by Wall St. Rank held Safehold as of Q1 2025.

Based on American Trust Investment Advisors's 13F filing for Q1 2025, filed 15 May 2025.