IA
SAFE

IFP Advisors’s Safehold SAFE Stock Holding History

IFP 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
2026
Q1 		$1.12K Buy
83
+35
+73% +$519 ﹤0.01% 4170
2025
Q4 		$657 Sell
48
-235
-83% -$3.34K ﹤0.01% 4208
2025
Q3 		$4.38K Sell
283
-44
-13% -$680 ﹤0.01% 3327
2025
Q2 		$5.09K Buy
+327
New +$5.08K ﹤0.01% 3368
2023
Q1 		– Sell
-8
Closed -$1K – 4253
2022
Q4 		$1K Buy
8
+6
+300% +$289 ﹤0.01% 4464
2022
Q3 		$11K Hold
2
– – ﹤0.01% 3597
2022
Q2 		$11K Hold
2
– – ﹤0.01% 3348
2022
Q1 		$11K Buy
+2
New +$234 ﹤0.01% 3347
2021
Q3 		– Hold
0
– – – 4424
2021
Q2 		– Hold
0
– – – 4180
2021
Q1 		– Hold
0
– – – 4084
2020
Q4 		– Hold
0
– – – 3894
2020
Q3 		– Hold
0
– – – 3758
2020
Q2 		– Sell
-20
Closed -$1.01K – 3585
2020
Q1 		$1K Sell
20
-9
-31% -$607 ﹤0.01% 2599
2019
Q4 		$1K Buy
29
+9
+45% +$569 ﹤0.01% 2714
2019
Q3 		$1K Buy
+20
New +$1.26K ﹤0.01% 2920
2016
Q3 		– Sell
-21
Closed -$1K – 4018
2016
Q2 		$1K Buy
+21
New +$988 ﹤0.01% 3662

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