CAL
SAFE

Capital Advisors Ltd’s Safehold SAFE Stock Holding History

Capital Advisors Ltd’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 		$2K Buy
+102
New +$1.55K ﹤0.01% 1142
2025
Q2 		– Sell
-49
Closed -$1K – 1601
2025
Q1 		$1K Hold
49
– – ﹤0.01% 1263
2024
Q4 		$1K Hold
49
– – ﹤0.01% 1292
2024
Q3 		$1K Hold
49
– – ﹤0.01% 1286
2024
Q2 		$1K Hold
49
– – ﹤0.01% 1282
2024
Q1 		$1K Hold
49
– – ﹤0.01% 1263
2023
Q4 		$1K Hold
49
– – ﹤0.01% 1215
2023
Q3 		$1K Hold
49
– – ﹤0.01% 1208
2023
Q2 		$1K Hold
49
– – ﹤0.01% 1213
2023
Q1 		$1K Buy
+49
New +$2.46K ﹤0.01% 1105

Other funds holding SAFE

PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
CWP
Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BCG
Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Capital Advisors Ltd's SAFE Position: Q2 2026 in Review

Capital Advisors Ltd opened a new position in Safehold (SAFE) in Q2 2026: 102 shares worth $2K. The stake represents ﹤0.01% of the portfolio and ranks #1142 among its holdings. This is a return to the name: Capital Advisors Ltd previously reported a position in SAFE as recently as Q1 2025.

Capital Advisors Ltd first reported a position in SAFE in Q1 2023 and has held it in 10 quarters since. 16 funds tracked by Wall St. Rank hold SAFE as of Q2 2026.

  • Capital Advisors Ltd held 102 shares of Safehold worth $2K as of Q2 2026.
  • Safehold was a new Capital Advisors Ltd position in Q2 2026.
  • Safehold made up ﹤0.01% of Capital Advisors Ltd's portfolio in Q2 2026, its #1142 holding.
  • Capital Advisors Ltd first reported a position in Safehold in Q1 2023 and has held it in 10 quarters since.
  • 16 funds tracked by Wall St. Rank held Safehold as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.