Clearstead Advisors’s Safehold Inc. 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
2021 Q3	–	Sell	-25	Closed	-$2K	–	1447
2021 Q2	$2K	Buy	+25	New	+$1.8K	﹤0.01%	1113

Other funds holding SAFE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

NewEdge Wealth Pittsburgh, Pennsylvania $8.39B AUM 24.47% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Clearstead Advisors's SAFE Position: Q3 2021 in Review

Clearstead Advisors sold out of Safehold Inc. (SAFE) in Q3 2021, closing a stake of 25 shares — an estimated $2K sold.

Clearstead Advisors first reported a position in SAFE in Q2 2021 and held it in 1 quarter. The position peaked at $2K in Q2 2021. 183 funds tracked by Wall St. Rank hold SAFE as of Q3 2021.

Clearstead Advisors reported no remaining Safehold Inc. position as of Q3 2021 after selling out during the quarter.
Clearstead Advisors sold 25 Safehold Inc. shares in Q3 2021, an estimated $2K.
Clearstead Advisors first reported a position in Safehold Inc. in Q2 2021 and held it in 1 quarter.
Clearstead Advisors's Safehold Inc. position peaked at $2K in Q2 2021.
183 funds tracked by Wall St. Rank held Safehold Inc. as of Q3 2021.

Based on Clearstead Advisors's 13F filing for Q3 2021, filed 12 Nov 2021.