Franklin Resources
SAFE

Franklin Resources’s Safehold SAFE Stock Holding History

Franklin Resources’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 		$536K Buy
39,647
+70
+0.2% +$1.04K ﹤0.01% 2440
2025
Q4 		$542K Sell
39,577
-270
-0.7% -$3.84K ﹤0.01% 2363
2025
Q3 		$617K Buy
39,847
+23,385
+142% +$361K ﹤0.01% 2329
2025
Q2 		$256K Buy
16,462
+878
+6% +$13.6K ﹤0.01% 2625
2025
Q1 		$292K Sell
15,584
-847
-5% -$14.9K ﹤0.01% 2500
2024
Q4 		$304K Sell
16,431
-200
-1% -$4.35K ﹤0.01% 2497
2024
Q3 		$407K Buy
16,631
+2,472
+17% +$58.3K ﹤0.01% 2367
2024
Q2 		$273K Sell
14,159
-9,131
-39% -$176K ﹤0.01% 2464
2024
Q1 		$480K Buy
23,290
+8,278
+55% +$172K ﹤0.01% 2265
2023
Q4 		$351K Buy
15,012
+186
+1% +$3.51K ﹤0.01% 2102
2023
Q3 		$264K Buy
+14,826
New +$320K ﹤0.01% 2206
2022
Q3 		– Sell
-2,419
Closed -$162K – 2391
2022
Q2 		$162K Buy
+2,419
New +$204K ﹤0.01% 2065

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