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
Q2 		$11.7K Buy
743
+660
+795% +$10K ﹤0.01% 3297
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 – 4251
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
2020
Q2 		– Sell
-20
Closed -$1.01K – 2916
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 – 4016
2016
Q2 		$1K Buy
+21
New +$988 ﹤0.01% 3662

Other funds holding SAFE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MC
MSD Capital New York $102M AUM 2.45% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

IFP Advisors's SAFE Position: Q2 2026 in Review

IFP Advisors increased its Safehold (SAFE) stake by 795% in Q2 2026, buying an estimated $10K and bringing the position to 743 shares worth $11.7K. The position accounts for ﹤0.01% of the portfolio, ranked #3297.

IFP Advisors first reported a position in SAFE in Q2 2016 and has held it in 13 quarters since. 215 funds tracked by Wall St. Rank hold SAFE as of Q2 2026.

  • IFP Advisors held 743 shares of Safehold worth $11.7K as of Q2 2026.
  • IFP Advisors bought 660 Safehold shares in Q2 2026, an estimated $10K.
  • Safehold made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #3297 holding.
  • IFP Advisors first reported a position in Safehold in Q2 2016 and has held it in 13 quarters since.
  • 215 funds tracked by Wall St. Rank held Safehold as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.