Frazier Financial Advisors’s Safehold SAFE Stock Holding History

Frazier Financial 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
2025 Q2	–	Sell	-17	Closed	-$319	–	661
2025 Q1	$319	Hold	17	–	–	﹤0.01%	550
2024 Q4	$312	Buy	+17	New	+$369	﹤0.01%	586

Other funds holding SAFE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

MSD Capital New York $87.3M AUM 21.75% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

NewEdge Wealth Pittsburgh, Pennsylvania $8.39B AUM 24.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Frazier Financial Advisors's SAFE Position: Q2 2025 in Review

Frazier Financial Advisors sold out of Safehold (SAFE) in Q2 2025, closing a stake of 17 shares — an estimated $319 sold.

Frazier Financial Advisors first reported a position in SAFE in Q4 2024 and held it in 2 quarters. The position peaked at $319 in Q1 2025. 200 funds tracked by Wall St. Rank hold SAFE as of Q2 2025.

Frazier Financial Advisors reported no remaining Safehold position as of Q2 2025 after selling out during the quarter.
Frazier Financial Advisors sold 17 Safehold shares in Q2 2025, an estimated $319.
Frazier Financial Advisors first reported a position in Safehold in Q4 2024 and held it in 2 quarters.
Frazier Financial Advisors's Safehold position peaked at $319 in Q1 2025.
200 funds tracked by Wall St. Rank held Safehold as of Q2 2025.

Based on Frazier Financial Advisors's 13F filing for Q2 2025, filed 28 Jul 2025.