Lindbrook Capital’s Safehold SAFE Stock Holding History

Lindbrook Capital’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 Q1	$4.04K	Buy	+216	New	+$3.79K	﹤0.01%	2045
2023 Q3	–	Sell	-161	Closed	-$3.82K	–	2804
2023 Q2	$3.82K	Sell	161 -55	-25%	-$1.46K	﹤0.01%	1922
2023 Q1	$6.34K	Buy	216 +169	+360%	+$8.48K	﹤0.01%	1745
2022 Q4	$2.25K	Buy	47 +44	+1,467%	+$2.12K	﹤0.01%	2181
2022 Q3	$0	Sell	3 -45	-94%	-$3.13K	﹤0.01%	2873
2022 Q2	$3K	Buy	+48	New	+$4.04K	﹤0.01%	1832
2020 Q2	–	Sell	-82	Closed	-$4K	–	1865
2020 Q1	$4K	Buy	+82	New	+$5.53K	﹤0.01%	1111

Other funds holding SAFE

BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Lindbrook Capital's SAFE Position: Q1 2025 in Review

Lindbrook Capital opened a new position in Safehold (SAFE) in Q1 2025: 216 shares worth $4.04K. The stake represents ﹤0.01% of the portfolio and ranks #2045 among its holdings. This is a return to the name: Lindbrook Capital previously reported a position in SAFE as recently as Q2 2023.

Lindbrook Capital first reported a position in SAFE in Q1 2020 and has held it in 7 quarters since. The position peaked at $6.34K in Q1 2023. 204 funds tracked by Wall St. Rank hold SAFE as of Q1 2025.

Lindbrook Capital held 216 shares of Safehold worth $4.04K as of Q1 2025.
Safehold was a new Lindbrook Capital position in Q1 2025.
Safehold made up ﹤0.01% of Lindbrook Capital's portfolio in Q1 2025, its #2045 holding.
Lindbrook Capital first reported a position in Safehold in Q1 2020 and has held it in 7 quarters since.
Lindbrook Capital's Safehold position peaked at $6.34K in Q1 2023.
204 funds tracked by Wall St. Rank held Safehold as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.