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 Q2	$814K	Hold	51,252	–	–	0.04%	184
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 New York $6.73T AUM 46.02% 1-Year Est. Return

MSD Capital New York $102M AUM 2.45% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

Angeles Wealth Management held its Safehold (SAFE) position steady in Q2 2026 at 51,252 shares worth $814K. The position accounts for 0.04% of the portfolio, ranked #184.

Angeles Wealth Management first reported a position in SAFE in Q1 2022 and has held it in 12 quarters since. The position peaked at $1.87M in Q1 2022. 216 funds tracked by Wall St. Rank hold SAFE as of Q2 2026.

Angeles Wealth Management held 51,252 shares of Safehold worth $814K as of Q2 2026.
Angeles Wealth Management left its Safehold share count unchanged in Q2 2026.
Safehold made up 0.04% of Angeles Wealth Management's portfolio in Q2 2026, its #184 holding.
Angeles Wealth Management first reported a position in Safehold in Q1 2022 and has held it in 12 quarters since.
Angeles Wealth Management's Safehold position peaked at $1.87M in Q1 2022.
216 funds tracked by Wall St. Rank held Safehold as of Q2 2026.

Based on Angeles Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.