FMII
SAFE

Farmers & Merchants Investments Inc’s Safehold Inc. 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
2023
Q1 		– Sell
-78,897
Closed -$2.26M – 1820
2022
Q4 		$2.26M Buy
78,897
+3,600
+5% +$103K 0.09% 155
2022
Q3 		$1.99M Buy
75,297
+4,558
+6% +$178K 0.09% 157
2022
Q2 		$2.5M Buy
70,739
+20,244
+40% +$881K 0.11% 153
2022
Q1 		$2.8M Buy
+50,495
New +$3.13M 0.11% 155

Other funds holding SAFE

LAMC
Lubert-Adler Management Company Philadelphia, Pennsylvania $49.3M AUM 17.46% 1-Year Est. Return
Nomura Asset Management
Nomura Asset Management Tokyo, Japan $38.8B AUM 30.94% 1-Year Est. Return
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.45B AUM 39.53% 1-Year Est. Return
MIM
MetLife Investment Management Whippany, New Jersey $19.6B AUM 32.64% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $46.3B AUM 43.9% 1-Year Est. Return
RTC
Riverview Trust Company Vancouver, Washington $83.9M AUM 32.6% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Farmers & Merchants Investments Inc's SAFE Position: Q1 2023 in Review

Farmers & Merchants Investments Inc sold out of Safehold Inc. (SAFE) in Q1 2023, closing a stake of 78,897 shares — an estimated $2.26M sold.

Farmers & Merchants Investments Inc first reported a position in SAFE in Q1 2022 and held it in 4 quarters. The position peaked at $2.8M in Q1 2022. 11 funds tracked by Wall St. Rank hold SAFE as of Q1 2023.

  • Farmers & Merchants Investments Inc reported no remaining Safehold Inc. position as of Q1 2023 after selling out during the quarter.
  • Farmers & Merchants Investments Inc sold 78,897 Safehold Inc. shares in Q1 2023, an estimated $2.26M.
  • Farmers & Merchants Investments Inc first reported a position in Safehold Inc. in Q1 2022 and held it in 4 quarters.
  • Farmers & Merchants Investments Inc's Safehold Inc. position peaked at $2.8M in Q1 2022.
  • 11 funds tracked by Wall St. Rank held Safehold Inc. as of Q1 2023.

Based on Farmers & Merchants Investments Inc's 13F filing for Q1 2023, filed 12 May 2023.