IA
SAFE

IndexIQ Advisors’s Safehold Inc. SAFE Stock Holding History

IndexIQ 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
2021
Q2 		– Sell
-6,584
Closed -$462K – 1177
2021
Q1 		$462K Sell
6,584
-2,796
-30% -$211K 0.02% 393
2020
Q4 		$680K Buy
9,380
+627
+7% +$42.8K 0.03% 291
2020
Q3 		$543K Sell
8,753
-1,206
-12% -$65.3K 0.02% 260
2020
Q2 		$573K Sell
9,959
-661
-6% -$36.2K 0.03% 233
2020
Q1 		$671K Buy
+10,620
New +$536K 0.03% 216

Other funds holding SAFE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UIC
Uniplan Investment Counsel Milwaukee, Wisconsin $974M AUM 21.37% 1-Year Est. Return
NW
NewEdge Wealth Pittsburgh, Pennsylvania $8.39B AUM 24.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LAMC
Lubert-Adler Management Company Philadelphia, Pennsylvania $49.3M AUM 17.46% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

IndexIQ Advisors's SAFE Position: Q2 2021 in Review

IndexIQ Advisors sold out of Safehold Inc. (SAFE) in Q2 2021, closing a stake of 6,584 shares — an estimated $462K sold.

IndexIQ Advisors first reported a position in SAFE in Q1 2020 and held it in 5 quarters. The position peaked at $680K in Q4 2020. 158 funds tracked by Wall St. Rank hold SAFE as of Q2 2021.

  • IndexIQ Advisors reported no remaining Safehold Inc. position as of Q2 2021 after selling out during the quarter.
  • IndexIQ Advisors sold 6,584 Safehold Inc. shares in Q2 2021, an estimated $462K.
  • IndexIQ Advisors first reported a position in Safehold Inc. in Q1 2020 and held it in 5 quarters.
  • IndexIQ Advisors's Safehold Inc. position peaked at $680K in Q4 2020.
  • 158 funds tracked by Wall St. Rank held Safehold Inc. as of Q2 2021.

Based on IndexIQ Advisors's 13F filing for Q2 2021, filed 4 Aug 2021.