FMII
SAFE

Farmers & Merchants Investments Inc’s Safehold SAFE Stock Holding History

Farmers & Merchants Investments Inc’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 		$632K Sell
40,240
-1,663
-4% -$25.2K 0.02% 237
2026
Q1 		$567K Sell
41,903
-1,444
-3% -$21.4K 0.02% 232
2025
Q4 		$593K Sell
43,347
-1,795
-4% -$25.5K 0.02% 232
2025
Q3 		$699K Sell
45,142
-15,504
-26% -$240K 0.02% 219
2025
Q2 		$944K Sell
60,646
-4,970
-8% -$77.2K 0.03% 200
2025
Q1 		$1.23M Sell
65,616
-34,719
-35% -$610K 0.04% 188
2024
Q4 		$1.85M Buy
100,335
+5,133
+5% +$112K 0.06% 169
2024
Q3 		$2.5M Sell
95,202
-224
-0.2% -$5.29K 0.08% 156
2024
Q2 		$1.84M Sell
95,426
-215
-0.2% -$4.13K 0.06% 166
2024
Q1 		$1.97M Buy
95,641
+10,768
+13% +$224K 0.07% 164
2023
Q4 		$1.99M Sell
84,873
-314
-0.4% -$5.92K 0.07% 158
2023
Q3 		$1.52M Buy
85,187
+1,663
+2% +$35.9K 0.06% 165
2023
Q2 		$1.98M Buy
83,524
+752
+0.9% +$19.9K 0.07% 158
2023
Q1 		$2.43M Buy
82,772
+82,762
+827,620% +$4.15M 0.1% 151
2022
Q4 		$458 Sell
10
-2
-17% -$96 ﹤0.01% 1621
2022
Q3 		$1K Buy
+12
New +$833 ﹤0.01% 1417

Other funds holding SAFE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
BCP
Berkeley Capital Partners Milton, Georgia $486M AUM 24.56% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Farmers & Merchants Investments Inc's SAFE Position: Q2 2026 in Review

Farmers & Merchants Investments Inc reduced its Safehold (SAFE) stake by 4% in Q2 2026, selling an estimated $25.2K and leaving 40,240 shares worth $632K. The position accounts for 0.02% of the portfolio, ranked #237.

Farmers & Merchants Investments Inc first reported a position in SAFE in Q3 2022 and has held it in 16 quarters since. The position peaked at $2.5M in Q3 2024. 85 funds tracked by Wall St. Rank hold SAFE as of Q2 2026.

  • Farmers & Merchants Investments Inc held 40,240 shares of Safehold worth $632K as of Q2 2026.
  • Farmers & Merchants Investments Inc sold 1,663 Safehold shares in Q2 2026, an estimated $25.2K.
  • Safehold made up 0.02% of Farmers & Merchants Investments Inc's portfolio in Q2 2026, its #237 holding.
  • Farmers & Merchants Investments Inc first reported a position in Safehold in Q3 2022 and has held it in 16 quarters since.
  • Farmers & Merchants Investments Inc's Safehold position peaked at $2.5M in Q3 2024.
  • 85 funds tracked by Wall St. Rank held Safehold as of Q2 2026.

Based on Farmers & Merchants Investments Inc's 13F filing for Q2 2026, filed 20 Jul 2026.