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Essential Partners’s Safehold SAFE Stock Holding History

Essential Partners’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 		$8.65K Buy
551
+130
+31% +$1.97K ﹤0.01% 1288
2026
Q1 		$5.7K Sell
421
-126
-23% -$1.87K ﹤0.01% 1516
2025
Q4 		$7.49K Sell
547
-2,170
-80% -$30.8K ﹤0.01% 1268
2025
Q3 		$42.1K Buy
2,717
+2,304
+558% +$35.6K 0.01% 643
2025
Q2 		$6.43K Buy
+413
New +$6.41K ﹤0.01% 976

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 $3.38T AUM 44.17% 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

Essential Partners's SAFE Position: Q2 2026 in Review

Essential Partners increased its Safehold (SAFE) stake by 31% in Q2 2026, buying an estimated $1.97K and bringing the position to 551 shares worth $8.65K. The position accounts for ﹤0.01% of the portfolio, ranked #1288.

Essential Partners first reported a position in SAFE in Q2 2025 and has held it in 5 quarters since. The position peaked at $42.1K in Q3 2025. 215 funds tracked by Wall St. Rank hold SAFE as of Q2 2026.

  • Essential Partners held 551 shares of Safehold worth $8.65K as of Q2 2026.
  • Essential Partners bought 130 Safehold shares in Q2 2026, an estimated $1.97K.
  • Safehold made up ﹤0.01% of Essential Partners's portfolio in Q2 2026, its #1288 holding.
  • Essential Partners first reported a position in Safehold in Q2 2025 and has held it in 5 quarters since.
  • Essential Partners's Safehold position peaked at $42.1K in Q3 2025.
  • 215 funds tracked by Wall St. Rank held Safehold as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.