JCIA
SAFE

Jackson Creek Investment Advisors’s Safehold SAFE Stock Holding History

Jackson Creek Investment 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
2024
Q4 		– Sell
-63,171
Closed -$1.66M – 354
2024
Q3 		$1.66M Buy
+63,171
New +$1.49M 0.49% 65
2021
Q3 		– Sell
-11,706
Closed -$1.18M – 338
2021
Q2 		$1.18M Buy
+11,706
New +$1.04M 0.44% 71

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
MC
MSD Capital New York $87.3M AUM 21.75% 1-Year Est. Return
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
NW
NewEdge Wealth Pittsburgh, Pennsylvania $8.39B AUM 24.47% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jackson Creek Investment Advisors's SAFE Position: Q4 2024 in Review

Jackson Creek Investment Advisors sold out of Safehold (SAFE) in Q4 2024, closing a stake of 63,171 shares — an estimated $1.66M sold.

Jackson Creek Investment Advisors first reported a position in SAFE in Q2 2021 and held it in 2 quarters. The position peaked at $1.66M in Q3 2024. 197 funds tracked by Wall St. Rank hold SAFE as of Q4 2024.

  • Jackson Creek Investment Advisors reported no remaining Safehold position as of Q4 2024 after selling out during the quarter.
  • Jackson Creek Investment Advisors sold 63,171 Safehold shares in Q4 2024, an estimated $1.66M.
  • Jackson Creek Investment Advisors first reported a position in Safehold in Q2 2021 and held it in 2 quarters.
  • Jackson Creek Investment Advisors's Safehold position peaked at $1.66M in Q3 2024.
  • 197 funds tracked by Wall St. Rank held Safehold as of Q4 2024.

Based on Jackson Creek Investment Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.