C
SAFE

Covestor’s Safehold SAFE Stock Holding History

Covestor’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 		$1K Buy
76
+24
+46% +$364 ﹤0.01% 2310
2026
Q1 		$1K Sell
52
-33
-39% -$489 ﹤0.01% 2133
2025
Q4 		$1K Sell
85
-36
-30% -$512 ﹤0.01% 2155
2025
Q3 		$2K Buy
121
+40
+49% +$618 ﹤0.01% 1983
2025
Q2 		$1K Buy
81
+42
+108% +$652 ﹤0.01% 2089
2025
Q1 		$1K Buy
39
+33
+550% +$580 ﹤0.01% 2086
2024
Q4 		$0 Buy
6
+1
+20% +$22 ﹤0.01% 2668
2024
Q3 		$0 Sell
5
-1
-17% -$24 ﹤0.01% 2684
2024
Q2 		$0 Hold
6
– – ﹤0.01% 2681
2024
Q1 		$0 Hold
6
– – ﹤0.01% 2664
2023
Q4 		$0 Buy
6
+2
+50% +$38 ﹤0.01% 2638
2023
Q3 		$0 Sell
4
-1
-20% -$22 ﹤0.01% 2629
2023
Q2 		$0 Sell
5
-2,522
-100% -$66.9K ﹤0.01% 2577
2023
Q1 		$74K Buy
2,527
+2,526
+252,600% +$127K 0.06% 541
2022
Q4 		$0 Sell
1
-1
-50% -$48 ﹤0.01% 2523
2022
Q3 		$0 Sell
2
-1
-33% -$69 ﹤0.01% 2505
2022
Q2 		$0 Hold
3
– – ﹤0.01% 2301
2022
Q1 		$0 Sell
3
-1
-25% -$117 ﹤0.01% 2403
2021
Q4 		$0 Buy
+4
New +$488 ﹤0.01% 2281

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

Covestor's SAFE Position: Q2 2026 in Review

Covestor increased its Safehold (SAFE) stake by 46% in Q2 2026, buying an estimated $364 and bringing the position to 76 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #2310.

Covestor first reported a position in SAFE in Q4 2021 and has held it in 19 quarters since. The position peaked at $74K in Q1 2023. 215 funds tracked by Wall St. Rank hold SAFE as of Q2 2026.

  • Covestor held 76 shares of Safehold worth $1K as of Q2 2026.
  • Covestor bought 24 Safehold shares in Q2 2026, an estimated $364.
  • Safehold made up ﹤0.01% of Covestor's portfolio in Q2 2026, its #2310 holding.
  • Covestor first reported a position in Safehold in Q4 2021 and has held it in 19 quarters since.
  • Covestor's Safehold position peaked at $74K in Q1 2023.
  • 215 funds tracked by Wall St. Rank held Safehold as of Q2 2026.

Based on Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.