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 Q3	$612K	Hold	51,252	–	–	0.03%	230
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

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.2B AUM 30.02% 1-Year Est. Return

Peregrine Capital Management Minneapolis, Minnesota $2.95B AUM 28.43% 1-Year Est. Return

Jupiter Asset Management London, United Kingdom $21.4B AUM 19.74% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return

Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada $45.4B AUM 34.02% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Angeles Wealth Management's SAFE Position: Q3 2026 in Review

Angeles Wealth Management held its Safehold (SAFE) position steady in Q3 2026 at 51,252 shares worth $612K. The position accounts for 0.03% of the portfolio, ranked #230.

Angeles Wealth Management first reported a position in SAFE in Q1 2022 and has held it in 13 quarters since. The position peaked at $1.87M in Q1 2022. 121 funds tracked by Wall St. Rank hold SAFE as of Q3 2026.

Angeles Wealth Management held 51,252 shares of Safehold worth $612K as of Q3 2026.
Angeles Wealth Management left its Safehold share count unchanged in Q3 2026.
Safehold made up 0.03% of Angeles Wealth Management's portfolio in Q3 2026, its #230 holding.
Angeles Wealth Management first reported a position in Safehold in Q1 2022 and has held it in 13 quarters since.
Angeles Wealth Management's Safehold position peaked at $1.87M in Q1 2022.
121 funds tracked by Wall St. Rank held Safehold as of Q3 2026.

Based on Angeles Wealth Management's 13F filing for Q3 2026, filed 26 Oct 2026.