Envestnet Portfolio Solutions
SAFE

Envestnet Portfolio Solutions’s Safehold SAFE Stock Holding History

Envestnet Portfolio Solutions’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 		– Sell
-20,185
Closed -$273K – 1427
2026
Q1 		$273K Buy
20,185
+111
+0.6% +$1.65K ﹤0.01% 1150
2025
Q4 		$275K Sell
20,074
-8,447
-30% -$120K ﹤0.01% 1330
2025
Q3 		$442K Sell
28,521
-1,170
-4% -$18.1K ﹤0.01% 1078
2025
Q2 		$462K Buy
+29,691
New +$461K ﹤0.01% 1129

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

Envestnet Portfolio Solutions's SAFE Position: Q2 2026 in Review

Envestnet Portfolio Solutions sold out of Safehold (SAFE) in Q2 2026, closing a stake of 20,185 shares — an estimated $273K sold.

Envestnet Portfolio Solutions first reported a position in SAFE in Q2 2025 and held it in 4 quarters. The position peaked at $462K in Q2 2025. 215 funds tracked by Wall St. Rank hold SAFE as of Q2 2026.

  • Envestnet Portfolio Solutions reported no remaining Safehold position as of Q2 2026 after selling out during the quarter.
  • Envestnet Portfolio Solutions sold 20,185 Safehold shares in Q2 2026, an estimated $273K.
  • Envestnet Portfolio Solutions first reported a position in Safehold in Q2 2025 and held it in 4 quarters.
  • Envestnet Portfolio Solutions's Safehold position peaked at $462K in Q2 2025.
  • 215 funds tracked by Wall St. Rank held Safehold as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.