AWM
SAFE

Angeles Wealth Management’s Safehold SAFE Stock Holding History

Angeles 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
Q1 		$703K Hold
51,252
– – 0.04% 178
2025
Q4 		$711K Hold
51,252
– – 0.04% 165
2025
Q3 		$794K Sell
51,252
-93
-0.2% -$1.44K 0.05% 140
2025
Q2 		$799K Buy
51,345
+93
+0.2% +$1.44K 0.05% 129
2025
Q1 		$959K Hold
51,252
– – 0.08% 94
2024
Q4 		$947K Sell
51,252
-2,565
-5% -$55.7K 0.08% 94
2024
Q3 		$1.41M Buy
53,817
+23,498
+78% +$555K 0.12% 62
2024
Q2 		$585K Buy
+30,319
New +$583K 0.05% 119
2022
Q4 		– Sell
-8,377
Closed -$378K – 223
2022
Q3 		$378K Sell
8,377
-6,322
-43% -$439K 0.07% 110
2022
Q2 		$981K Sell
14,699
-1,676
-10% -$141K 0.2% 60
2022
Q1 		$1.87M Buy
+16,375
New +$1.92M 0.35% 35

Other funds holding SAFE

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
MC
MSD Capital New York $87.3M AUM 21.75% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 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 $1.47T AUM 27.86% 1-Year Est. Return