BCA
SAFE

Berman Capital Advisors’s Safehold Inc. SAFE Stock Holding History

Berman Capital 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
2021
Q3 		$10K Hold
145
– – ﹤0.01% 1209
2021
Q2 		$11K Hold
145
– – ﹤0.01% 1129
2021
Q1 		$10K Hold
145
– – ﹤0.01% 1045
2020
Q4 		$10K Buy
145
+1
+0.7% +$68 ﹤0.01% 940
2020
Q3 		$8K Buy
144
+71
+97% +$3.85K ﹤0.01% 907
2020
Q2 		$4K Sell
73
-54
-43% -$2.96K ﹤0.01% 1100
2020
Q1 		$8K Buy
127
+67
+112% +$3.38K ﹤0.01% 754
2019
Q4 		$2K Buy
+60
New +$2.2K ﹤0.01% 1285

Other funds holding SAFE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
NW
NewEdge Wealth Pittsburgh, Pennsylvania $8.39B AUM 24.47% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UIC
Uniplan Investment Counsel Milwaukee, Wisconsin $974M AUM 21.37% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return

Berman Capital Advisors's SAFE Position: Q3 2021 in Review

Berman Capital Advisors held its Safehold Inc. (SAFE) position steady in Q3 2021 at 145 shares worth $10K. The position accounts for ﹤0.01% of the portfolio, ranked #1209.

Berman Capital Advisors first reported a position in SAFE in Q4 2019 and has held it in 8 quarters since. The position peaked at $11K in Q2 2021. 183 funds tracked by Wall St. Rank hold SAFE as of Q3 2021.

  • Berman Capital Advisors held 145 shares of Safehold Inc. worth $10K as of Q3 2021.
  • Berman Capital Advisors left its Safehold Inc. share count unchanged in Q3 2021.
  • Safehold Inc. made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1209 holding.
  • Berman Capital Advisors first reported a position in Safehold Inc. in Q4 2019 and has held it in 8 quarters since.
  • Berman Capital Advisors's Safehold Inc. position peaked at $11K in Q2 2021.
  • 183 funds tracked by Wall St. Rank held Safehold Inc. as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.