LPC
SAFE

Long Pond Capital’s Safehold SAFE Stock Holding History

Long Pond 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
2026
Q2 		– Sell
-553,703
Closed -$7.49M – 40
2026
Q1 		$7.49M Sell
553,703
-391,236
-41% -$5.8M 0.72% 30
2025
Q4 		$12.9M Buy
+944,939
New +$13.4M 1.52% 20
2025
Q1 		– Sell
-765,465
Closed -$14.1M – 43
2024
Q4 		$14.1M Sell
765,465
-971,260
-56% -$21.1M 0.72% 27
2024
Q3 		$45.6M Sell
1,736,725
-925,854
-35% -$21.8M 2.04% 18
2024
Q2 		$51.4M Buy
2,662,579
+345,661
+15% +$6.64M 2.74% 12
2024
Q1 		$47.7M Sell
2,316,918
-173,638
-7% -$3.61M 2.73% 14
2023
Q4 		$58.3M Sell
2,490,556
-2,127,226
-46% -$40.1M 4.69% 5
2023
Q3 		$82.2M Buy
4,617,782
+482,287
+12% +$10.4M 4.69% 7
2023
Q2 		$98.1M Buy
4,135,495
+876,136
+27% +$23.2M 5.79% 6
2023
Q1 		$95.7M Buy
+3,259,359
New +$164M 5.14% 7
2022
Q1 		– Sell
-135,052
Closed -$17M – 46
2021
Q4 		$17M Buy
+135,052
New +$16.5M 0.61% 31
2020
Q1 		– Sell
-223,491
Closed -$15.8M – 42
2019
Q4 		$15.8M Buy
+223,491
New +$14.1M 0.4% 33
2014
Q4 		– Sell
-536,938
Closed -$35.3M – 40
2014
Q3 		$35.3M Buy
536,938
+377,722
+237% +$26.7M 2.43% 15
2014
Q2 		$11.6M Buy
+159,216
New +$11.3M 0.8% 29

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

Long Pond Capital's SAFE Position: Q2 2026 in Review

Long Pond Capital sold out of Safehold (SAFE) in Q2 2026, closing a stake of 553,703 shares — an estimated $7.49M sold.

Long Pond Capital first reported a position in SAFE in Q2 2014 and held it in 14 quarters. The position peaked at $98.1M in Q2 2023. 215 funds tracked by Wall St. Rank hold SAFE as of Q2 2026.

  • Long Pond Capital reported no remaining Safehold position as of Q2 2026 after selling out during the quarter.
  • Long Pond Capital sold 553,703 Safehold shares in Q2 2026, an estimated $7.49M.
  • Long Pond Capital first reported a position in Safehold in Q2 2014 and held it in 14 quarters.
  • Long Pond Capital's Safehold position peaked at $98.1M in Q2 2023.
  • 215 funds tracked by Wall St. Rank held Safehold as of Q2 2026.

Based on Long Pond Capital's 13F filing for Q2 2026, filed 13 Aug 2026.