Corient Private Wealth
SAFE

Corient Private Wealth’s Safehold SAFE Stock Holding History

Corient Private Wealth’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 		$241K Buy
15,273
+4,171
+38% +$63.2K ﹤0.01% 2696
2026
Q1 		$130K Buy
+11,102
New +$164K ﹤0.01% 2644
2025
Q2 		– Sell
-12,044
Closed -$225K – 2521
2025
Q1 		$225K Sell
12,044
-2,216
-16% -$38.9K ﹤0.01% 2004
2024
Q4 		$67.6K Buy
14,260
+924
+7% +$20.1K ﹤0.01% 2259
2024
Q3 		$350K Buy
13,336
+84
+0.6% +$1.98K ﹤0.01% 1943
2024
Q2 		$256K Buy
+13,252
New +$255K ﹤0.01% 2000
2023
Q4 		– Sell
-33,979
Closed -$605K – 2334
2023
Q3 		$605K Buy
33,979
+12,022
+55% +$260K ﹤0.01% 1383
2023
Q2 		$521K Buy
21,957
+2,810
+15% +$74.5K ﹤0.01% 1432
2023
Q1 		$562K Buy
+19,147
New +$961K ﹤0.01% 1322

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

Corient Private Wealth's SAFE Position: Q2 2026 in Review

Corient Private Wealth increased its Safehold (SAFE) stake by 38% in Q2 2026, buying an estimated $63.2K and bringing the position to 15,273 shares worth $241K. The position accounts for ﹤0.01% of the portfolio, ranked #2696.

Corient Private Wealth first reported a position in SAFE in Q1 2023 and has held it in 9 quarters since. The position peaked at $605K in Q3 2023. 215 funds tracked by Wall St. Rank hold SAFE as of Q2 2026.

  • Corient Private Wealth held 15,273 shares of Safehold worth $241K as of Q2 2026.
  • Corient Private Wealth bought 4,171 Safehold shares in Q2 2026, an estimated $63.2K.
  • Safehold made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #2696 holding.
  • Corient Private Wealth first reported a position in Safehold in Q1 2023 and has held it in 9 quarters since.
  • Corient Private Wealth's Safehold position peaked at $605K in Q3 2023.
  • 215 funds tracked by Wall St. Rank held Safehold as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.