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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-32,195
Closed -$595K – 111
2024
Q4 		$595K Buy
32,195
+8,445
+36% +$156K 0.24% 75
2024
Q3 		$623K Buy
+23,750
New +$623K 0.25% 56