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
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 $5.7T AUM 30.48% 1-Year Est. Return
MC
MSD Capital New York $87.3M AUM 21.75% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return