Cerity Partners
SAFE

Cerity Partners’s Safehold SAFE Stock Holding History

Cerity Partners’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 		$1.29M Buy
81,944
+613
+0.8% +$9.29K ﹤0.01% 1841
2026
Q1 		$1.1M Sell
81,331
-7,977
-9% -$118K ﹤0.01% 1806
2025
Q4 		$1.22M Sell
89,308
-6,276
-7% -$89.2K ﹤0.01% 1618
2025
Q3 		$1.48M Sell
95,584
-7,144
-7% -$110K ﹤0.01% 1423
2025
Q2 		$1.6M Buy
102,728
+8,206
+9% +$127K ﹤0.01% 1318
2025
Q1 		$1.77M Sell
94,522
-3,001
-3% -$52.7K ﹤0.01% 1179
2024
Q4 		$1.85M Sell
97,523
-8,843
-8% -$192K ﹤0.01% 1137
2024
Q3 		$2.79M Sell
106,366
-20,419
-16% -$482K 0.01% 944
2024
Q2 		$2.45M Sell
126,785
-5,727
-4% -$110K 0.01% 832
2024
Q1 		$2.73M Buy
132,512
+14,360
+12% +$298K 0.01% 856
2023
Q4 		$2.76M Buy
+118,152
New +$2.23M 0.01% 673
2023
Q3 		– Sell
-117,504
Closed -$2.79M – 1662
2023
Q2 		$2.79M Buy
117,504
+69,688
+146% +$1.85M 0.01% 640
2023
Q1 		$1.28M Buy
47,816
+30,679
+179% +$1.54M ﹤0.01% 879
2022
Q4 		$817K Sell
17,137
-4,594
-21% -$221K 0.01% 758
2022
Q3 		$979K Buy
21,731
+20
+0.1% +$1.39K 0.01% 524
2022
Q2 		$1.45M Buy
21,711
+5,058
+30% +$426K 0.02% 473
2022
Q1 		$1.9M Buy
16,653
+21
+0.1% +$2.46K 0.03% 340
2021
Q4 		$2.09M Buy
16,632
+1,115
+7% +$136K 0.03% 312
2021
Q3 		$1.89M Buy
15,517
+3
+0% +$362 0.04% 273
2021
Q2 		$1.56M Sell
15,514
-1,324
-8% -$117K 0.03% 304
2021
Q1 		$1.46M Buy
+16,838
New +$1.35M 0.03% 293
2020
Q4 		– Sell
-30,023
Closed -$1.73M – 655
2020
Q3 		$1.73M Sell
30,023
-5,929
-16% -$350K 0.07% 187
2020
Q2 		$2.16M Sell
35,952
-1,877
-5% -$94.5K 0.12% 128
2020
Q1 		$1.95M Sell
37,829
-24,871
-40% -$1.68M 0.12% 133
2019
Q4 		$4.43M Buy
+62,700
New +$3.97M 0.23% 88

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

Cerity Partners's SAFE Position: Q2 2026 in Review

Cerity Partners increased its Safehold (SAFE) stake by 0.75% in Q2 2026, buying an estimated $9.29K and bringing the position to 81,944 shares worth $1.29M. The position accounts for ﹤0.01% of the portfolio, ranked #1841.

Cerity Partners first reported a position in SAFE in Q4 2019 and has held it in 25 quarters since. The position peaked at $4.43M in Q4 2019. 216 funds tracked by Wall St. Rank hold SAFE as of Q2 2026.

  • Cerity Partners held 81,944 shares of Safehold worth $1.29M as of Q2 2026.
  • Cerity Partners bought 613 Safehold shares in Q2 2026, an estimated $9.29K.
  • Safehold made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #1841 holding.
  • Cerity Partners first reported a position in Safehold in Q4 2019 and has held it in 25 quarters since.
  • Cerity Partners's Safehold position peaked at $4.43M in Q4 2019.
  • 216 funds tracked by Wall St. Rank held Safehold as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.