Clearstead Trust’s Safehold SAFE Stock Holding History

Clearstead Trust’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
2025 Q4	–	Sell	-14	Closed	-$217	–	1442
2025 Q3	$217	Hold	14	–	–	﹤0.01%	1492
2025 Q2	$218	Buy	+14	New	+$217	﹤0.01%	1467

Other funds holding SAFE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

MSD Capital New York $102M AUM 2.45% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

NewEdge Wealth Pittsburgh, Pennsylvania $10B AUM 30.45% 1-Year Est. Return

LPC

Long Pond Capital New York $1.04B AUM 2.38% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Algert Global San Francisco, California $8.43B AUM 80.94% 1-Year Est. Return

Clearstead Trust's SAFE Position: Q4 2025 in Review

Clearstead Trust sold out of Safehold (SAFE) in Q4 2025, closing a stake of 14 shares — an estimated $217 sold.

Clearstead Trust first reported a position in SAFE in Q2 2025 and held it in 2 quarters. The position peaked at $218 in Q2 2025. 208 funds tracked by Wall St. Rank hold SAFE as of Q4 2025.

Clearstead Trust reported no remaining Safehold position as of Q4 2025 after selling out during the quarter.
Clearstead Trust sold 14 Safehold shares in Q4 2025, an estimated $217.
Clearstead Trust first reported a position in Safehold in Q2 2025 and held it in 2 quarters.
Clearstead Trust's Safehold position peaked at $218 in Q2 2025.
208 funds tracked by Wall St. Rank held Safehold as of Q4 2025.

Based on Clearstead Trust's 13F filing for Q4 2025, filed 9 Feb 2026.