J. Safra Asset Management’s Safehold SAFE Stock Holding History

J. Safra Asset Management’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
2025 Q2	–	Sell	-10,005	Closed	-$187K	–	395
2025 Q1	$187K	Buy	+10,005	New	+$176K	0.02%	143

Other funds holding SAFE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

MSD Capital New York $87.3M AUM 21.75% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

NewEdge Wealth Pittsburgh, Pennsylvania $8.39B AUM 24.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

J. Safra Asset Management's SAFE Position: Q2 2025 in Review

J. Safra Asset Management sold out of Safehold (SAFE) in Q2 2025, closing a stake of 10,005 shares — an estimated $187K sold.

J. Safra Asset Management first reported a position in SAFE in Q1 2025 and held it in 1 quarter. The position peaked at $187K in Q1 2025. 200 funds tracked by Wall St. Rank hold SAFE as of Q2 2025.

J. Safra Asset Management reported no remaining Safehold position as of Q2 2025 after selling out during the quarter.
J. Safra Asset Management sold 10,005 Safehold shares in Q2 2025, an estimated $187K.
J. Safra Asset Management first reported a position in Safehold in Q1 2025 and held it in 1 quarter.
J. Safra Asset Management's Safehold position peaked at $187K in Q1 2025.
200 funds tracked by Wall St. Rank held Safehold as of Q2 2025.

Based on J. Safra Asset Management's 13F filing for Q2 2025, filed 28 Jul 2025.