GI
SAFE

GAMMA Investing’s Safehold SAFE Stock Holding History

GAMMA Investing’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 		$170K Sell
10,850
-404
-4% -$6.12K 0.01% 1388
2026
Q1 		$152K Buy
11,254
+254
+2% +$3.76K 0.01% 1318
2025
Q4 		$151K Buy
11,000
+5,139
+88% +$73K 0.01% 1250
2025
Q3 		$90.8K Buy
5,861
+1,938
+49% +$29.9K 0.01% 1569
2025
Q2 		$61K Buy
3,923
+2,117
+117% +$32.9K ﹤0.01% 1801
2025
Q1 		$33.8K Buy
1,806
+494
+38% +$8.68K ﹤0.01% 2066
2024
Q4 		$24.2K Sell
1,312
-454
-26% -$9.87K ﹤0.01% 2161
2024
Q3 		$46.3K Buy
1,766
+920
+109% +$21.7K ﹤0.01% 1541
2024
Q2 		$16.3K Sell
846
-1,280
-60% -$24.6K ﹤0.01% 1990
2024
Q1 		$43.8K Buy
2,126
+702
+49% +$14.6K 0.01% 1128
2023
Q4 		$28.3K Buy
+1,424
New +$26.8K 0.01% 1261

Other funds holding SAFE

CAMG
CWA Asset Management Group Naples, Florida $3.25B AUM 34.07% 1-Year Est. Return
CWP
Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return
BCG
Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
AWM
Abound Wealth Management Franklin, Tennessee $504M AUM 23.73% 1-Year Est. Return