GWS
SAFE

Glassman Wealth Services’s Safehold Inc. SAFE Stock Holding History

Glassman Wealth Services’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
-102
Closed -$2.92K – 2049
2022
Q4 		$2.92K Buy
102
+13
+15% +$370 ﹤0.01% 1166
2022
Q3 		$2K Buy
89
+70
+368% +$2.73K ﹤0.01% 1300
2022
Q2 		$1K Buy
+19
New +$827 ﹤0.01% 1622

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 $60.6B AUM 23.27% 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 $39.9B AUM 29.7% 1-Year Est. Return
RTC
Riverview Trust Company Vancouver, Washington $81.2M AUM 18.57% 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

Glassman Wealth Services's SAFE Position: Q1 2023 in Review

Glassman Wealth Services sold out of Safehold Inc. (SAFE) in Q1 2023, closing a stake of 102 shares — an estimated $2.92K sold.

Glassman Wealth Services first reported a position in SAFE in Q2 2022 and held it in 3 quarters. The position peaked at $2.92K in Q4 2022. 11 funds tracked by Wall St. Rank hold SAFE as of Q1 2023.

  • Glassman Wealth Services reported no remaining Safehold Inc. position as of Q1 2023 after selling out during the quarter.
  • Glassman Wealth Services sold 102 Safehold Inc. shares in Q1 2023, an estimated $2.92K.
  • Glassman Wealth Services first reported a position in Safehold Inc. in Q2 2022 and held it in 3 quarters.
  • Glassman Wealth Services's Safehold Inc. position peaked at $2.92K in Q4 2022.
  • 11 funds tracked by Wall St. Rank held Safehold Inc. as of Q1 2023.

Based on Glassman Wealth Services's 13F filing for Q1 2023, filed 4 May 2023.