I
SAFE

InceptionR’s Safehold SAFE Stock Holding History

InceptionR’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 		– Sell
-42,148
Closed -$570K – 887
2026
Q1 		$570K Buy
42,148
+13,034
+45% +$193K 0.14% 273
2025
Q4 		$399K Buy
+29,114
New +$414K 0.11% 346
2025
Q1 		– Sell
-15,173
Closed -$280K – 797
2024
Q4 		$280K Buy
15,173
+5,116
+51% +$111K 0.06% 475
2024
Q3 		$264K Buy
+10,057
New +$237K 0.06% 492

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

InceptionR's SAFE Position: Q2 2026 in Review

InceptionR sold out of Safehold (SAFE) in Q2 2026, closing a stake of 42,148 shares — an estimated $570K sold.

InceptionR first reported a position in SAFE in Q3 2024 and held it in 4 quarters. The position peaked at $570K in Q1 2026. 216 funds tracked by Wall St. Rank hold SAFE as of Q2 2026.

  • InceptionR reported no remaining Safehold position as of Q2 2026 after selling out during the quarter.
  • InceptionR sold 42,148 Safehold shares in Q2 2026, an estimated $570K.
  • InceptionR first reported a position in Safehold in Q3 2024 and held it in 4 quarters.
  • InceptionR's Safehold position peaked at $570K in Q1 2026.
  • 216 funds tracked by Wall St. Rank held Safehold as of Q2 2026.

Based on InceptionR's 13F filing for Q2 2026, filed 11 Aug 2026.