GI
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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
Q3 		$94.1K Sell
7,993
-2,857
-26% -$43.4K ﹤0.01% 1917
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

BCG
Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
GWM
Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return

GAMMA Investing's SAFE Position: Q3 2026 in Review

GAMMA Investing reduced its Safehold (SAFE) stake by 26% in Q3 2026, selling an estimated $43.4K and leaving 7,993 shares worth $94.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1917.

GAMMA Investing first reported a position in SAFE in Q4 2023 and has held it in 12 quarters since. The position peaked at $170K in Q2 2026. 8 funds tracked by Wall St. Rank hold SAFE as of Q3 2026.

  • GAMMA Investing held 7,993 shares of Safehold worth $94.1K as of Q3 2026.
  • GAMMA Investing sold 2,857 Safehold shares in Q3 2026, an estimated $43.4K.
  • Safehold made up ﹤0.01% of GAMMA Investing's portfolio in Q3 2026, its #1917 holding.
  • GAMMA Investing first reported a position in Safehold in Q4 2023 and has held it in 12 quarters since.
  • GAMMA Investing's Safehold position peaked at $170K in Q2 2026.
  • 8 funds tracked by Wall St. Rank held Safehold as of Q3 2026.

Based on GAMMA Investing's 13F filing for Q3 2026, filed 8 Oct 2026.