BIA
SAFE

Bell Investment Advisors’s Safehold SAFE Stock Holding History

Bell 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
2026
Q2 		– Sell
-33
Closed -$447 – 1897
2026
Q1 		$447 Buy
+33
New +$489 ﹤0.01% 1790
2023
Q4 		– Sell
-24
Closed -$428 – 1980
2023
Q3 		$428 Buy
+24
New +$519 ﹤0.01% 1850
2023
Q2 		– Sell
-30
Closed -$872 – 1982
2023
Q1 		$872 Buy
+30
New +$1.51K ﹤0.01% 1624

Other funds holding SAFE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MC
MSD Capital New York $102M AUM 2.45% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Bell Investment Advisors's SAFE Position: Q2 2026 in Review

Bell Investment Advisors sold out of Safehold (SAFE) in Q2 2026, closing a stake of 33 shares — an estimated $447 sold.

Bell Investment Advisors first reported a position in SAFE in Q1 2023 and held it in 3 quarters. The position peaked at $872 in Q1 2023. 216 funds tracked by Wall St. Rank hold SAFE as of Q2 2026.

  • Bell Investment Advisors reported no remaining Safehold position as of Q2 2026 after selling out during the quarter.
  • Bell Investment Advisors sold 33 Safehold shares in Q2 2026, an estimated $447.
  • Bell Investment Advisors first reported a position in Safehold in Q1 2023 and held it in 3 quarters.
  • Bell Investment Advisors's Safehold position peaked at $872 in Q1 2023.
  • 216 funds tracked by Wall St. Rank held Safehold as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.