EverSource Wealth Advisors’s Safehold SAFE Stock Holding History

EverSource Wealth Advisors’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	$7.87K	Buy	501 +184	+58%	+$2.79K	﹤0.01%	3048
2026 Q1	$4.29K	Sell	317 -3	-0.9%	-$44	﹤0.01%	3339
2025 Q4	$4.38K	Sell	320 -125	-28%	-$1.78K	﹤0.01%	3172
2025 Q3	$6.89K	Buy	445 +138	+45%	+$2.13K	﹤0.01%	3003
2025 Q2	$4.78K	Sell	307 -39	-11%	-$606	﹤0.01%	3178
2025 Q1	$6.48K	Buy	346 +73	+27%	+$1.28K	﹤0.01%	2364
2024 Q4	$5.04K	Sell	273 -134	-33%	-$2.91K	﹤0.01%	2340
2024 Q3	$10.7K	Hold	407	–	–	﹤0.01%	1825
2024 Q2	$9.42K	Hold	407	–	–	﹤0.01%	1891
2024 Q1	$7.42K	Sell	407 -165	-29%	-$3.43K	﹤0.01%	1845
2023 Q4	$13.4K	Buy	572 +86	+18%	+$1.62K	﹤0.01%	1429
2023 Q3	$8.65K	Buy	+486	New	+$10.5K	﹤0.01%	1481
2023 Q2	–	Sell	-230	Closed	-$6.75K	–	2589
2023 Q1	$6.75K	Sell	230 -298	-56%	-$15K	﹤0.01%	1536
2022 Q4	$25.2K	Buy	528 +500	+1,786%	+$24.1K	﹤0.01%	991
2022 Q3	$1K	Buy	28 +3	+12%	+$208	﹤0.01%	1882
2022 Q2	$2K	Sell	25 -79	-76%	-$6.65K	﹤0.01%	1556
2022 Q1	$12K	Sell	104 -23	-18%	-$2.69K	﹤0.01%	916
2021 Q4	$16K	Buy	+127	New	+$15.5K	﹤0.01%	781

Other funds holding SAFE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

MSD Capital New York $102M AUM 2.45% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

EverSource Wealth Advisors's SAFE Position: Q2 2026 in Review

EverSource Wealth Advisors increased its Safehold (SAFE) stake by 58% in Q2 2026, buying an estimated $2.79K and bringing the position to 501 shares worth $7.87K. The position accounts for ﹤0.01% of the portfolio, ranked #3048.

EverSource Wealth Advisors first reported a position in SAFE in Q4 2021 and has held it in 18 quarters since. The position peaked at $25.2K in Q4 2022. 215 funds tracked by Wall St. Rank hold SAFE as of Q2 2026.

EverSource Wealth Advisors held 501 shares of Safehold worth $7.87K as of Q2 2026.
EverSource Wealth Advisors bought 184 Safehold shares in Q2 2026, an estimated $2.79K.
Safehold made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3048 holding.
EverSource Wealth Advisors first reported a position in Safehold in Q4 2021 and has held it in 18 quarters since.
EverSource Wealth Advisors's Safehold position peaked at $25.2K in Q4 2022.
215 funds tracked by Wall St. Rank held Safehold as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.