CA
SAFE

Clearstead Advisors’s Safehold SAFE Stock Holding History

Clearstead 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 		$283 Buy
+18
New +$273 ﹤0.01% 3088
2025
Q4 		– Sell
-339
Closed -$5.25K – 3177
2025
Q3 		$5.25K Buy
+339
New +$5.24K ﹤0.01% 2141

Other funds holding SAFE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
BCP
Berkeley Capital Partners Milton, Georgia $486M AUM 24.56% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Clearstead Advisors's SAFE Position: Q2 2026 in Review

Clearstead Advisors opened a new position in Safehold (SAFE) in Q2 2026: 18 shares worth $283. The stake represents ﹤0.01% of the portfolio and ranks #3088 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in SAFE as recently as Q3 2025.

Clearstead Advisors first reported a position in SAFE in Q3 2025 and has held it in 2 quarters since. The position peaked at $5.25K in Q3 2025. 85 funds tracked by Wall St. Rank hold SAFE as of Q2 2026.

  • Clearstead Advisors held 18 shares of Safehold worth $283 as of Q2 2026.
  • Safehold was a new Clearstead Advisors position in Q2 2026.
  • Safehold made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #3088 holding.
  • Clearstead Advisors first reported a position in Safehold in Q3 2025 and has held it in 2 quarters since.
  • Clearstead Advisors's Safehold position peaked at $5.25K in Q3 2025.
  • 85 funds tracked by Wall St. Rank held Safehold as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.