Creative Planning
SAFE

Creative Planning’s Safehold SAFE Stock Holding History

Creative Planning’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 		$174K Sell
11,107
-2,487
-18% -$37.7K ﹤0.01% 3913
2026
Q1 		$184K Buy
13,594
+3,407
+33% +$50.5K ﹤0.01% 3763
2025
Q4 		$139K Sell
10,187
-17,353
-63% -$247K ﹤0.01% 3650
2025
Q3 		$427K Buy
27,540
+12,679
+85% +$196K ﹤0.01% 2858
2025
Q2 		$231K Buy
+14,861
New +$231K ﹤0.01% 3112
2020
Q2 		– Sell
-2,670
Closed -$138K – 2117
2020
Q1 		$138K Buy
2,670
+156
+6% +$10.5K ﹤0.01% 1474
2019
Q4 		$178K Sell
2,514
-1,019
-29% -$64.5K ﹤0.01% 1665
2019
Q3 		$224K Buy
+3,533
New +$222K ﹤0.01% 1536
2017
Q3 		– Sell
-1,371
Closed -$80K – 3364
2017
Q2 		$80K Hold
1,371
– – ﹤0.01% 2152
2017
Q1 		$79K Hold
1,371
– – ﹤0.01% 2121
2016
Q4 		$83K Buy
1,371
+1,017
+287% +$58K ﹤0.01% 1995
2016
Q3 		$19K Sell
354
-61
-15% -$3.12K ﹤0.01% 3099
2016
Q2 		$19K Hold
415
– – ﹤0.01% 2847
2016
Q1 		$20K Sell
415
-145
-26% -$6.67K ﹤0.01% 2761
2015
Q4 		$32K Sell
560
-41
-7% -$2.51K ﹤0.01% 2483
2015
Q3 		$37K Buy
+601
New +$37.6K ﹤0.01% 2274
2015
Q2 		– Sell
-642
Closed -$41K – 2638
2015
Q1 		$41K Hold
642
– – ﹤0.01% 2168
2014
Q4 		$43K Hold
642
– – ﹤0.01% 2109
2014
Q3 		$42K Buy
642
+236
+58% +$16.7K ﹤0.01% 2038
2014
Q2 		$30K Sell
406
-340
-46% -$24.1K ﹤0.01% 2230
2014
Q1 		$54K Buy
746
+340
+84% +$25K ﹤0.01% 1754
2013
Q4 		$28K Hold
406
– – ﹤0.01% 1999
2013
Q3 		$24K Hold
406
– – ﹤0.01% 1992
2013
Q2 		$22K Buy
+406
New +$22.7K ﹤0.01% 1877

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

Creative Planning's SAFE Position: Q2 2026 in Review

Creative Planning reduced its Safehold (SAFE) stake by 18% in Q2 2026, selling an estimated $37.7K and leaving 11,107 shares worth $174K. The position accounts for ﹤0.01% of the portfolio, ranked #3913.

Creative Planning first reported a position in SAFE in Q2 2013 and has held it in 24 quarters since. The position peaked at $427K in Q3 2025. 216 funds tracked by Wall St. Rank hold SAFE as of Q2 2026.

  • Creative Planning held 11,107 shares of Safehold worth $174K as of Q2 2026.
  • Creative Planning sold 2,487 Safehold shares in Q2 2026, an estimated $37.7K.
  • Safehold made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3913 holding.
  • Creative Planning first reported a position in Safehold in Q2 2013 and has held it in 24 quarters since.
  • Creative Planning's Safehold position peaked at $427K in Q3 2025.
  • 216 funds tracked by Wall St. Rank held Safehold as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.