MPWT
SAFE

MassMutual Private Wealth & Trust’s Safehold SAFE Stock Holding History

MassMutual Private Wealth & Trust’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 		$2.12K Hold
135
– – ﹤0.01% 1987
2026
Q1 		$1.83K Sell
135
-24
-15% -$356 ﹤0.01% 1996
2025
Q4 		$2.18K Sell
159
-161
-50% -$2.29K ﹤0.01% 1974
2025
Q3 		$4.96K Sell
320
-91
-22% -$1.41K ﹤0.01% 1674
2025
Q2 		$6.39K Buy
411
+95
+30% +$1.48K ﹤0.01% 1537
2025
Q1 		$5.92K Sell
316
-89
-22% -$1.56K ﹤0.01% 1524
2024
Q4 		$7.48K Hold
405
– – ﹤0.01% 1372
2024
Q3 		$10.6K Hold
405
– – ﹤0.01% 1114
2024
Q2 		$7.81K Sell
405
-70
-15% -$1.35K ﹤0.01% 1167
2024
Q1 		$9.79K Hold
475
– – ﹤0.01% 1050
2023
Q4 		$11.1K Buy
475
+345
+265% +$6.5K ﹤0.01% 977
2023
Q3 		$2.31K Buy
130
+92
+242% +$1.99K ﹤0.01% 1465
2023
Q2 		$902 Sell
38
-131
-78% -$3.48K ﹤0.01% 1684
2023
Q1 		$2.53K Buy
169
+154
+1,027% +$7.73K ﹤0.01% 1344
2022
Q4 		$1K Buy
15
+2
+15% +$96 ﹤0.01% 1530
2022
Q3 		$1K Buy
+13
New +$903 ﹤0.01% 1505
2018
Q4 		– Sell
-6
Closed -$313 – 1036
2018
Q3 		$313 Hold
6
– – ﹤0.01% 933
2018
Q2 		$302 Hold
6
– – ﹤0.01% 1080
2018
Q1 		$285 Hold
6
– – ﹤0.01% 955
2017
Q4 		$316 Buy
+6
New +$338 ﹤0.01% 874

Other funds holding SAFE

PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
AWM
Angeles Wealth Management Santa Monica, California $2.19B AUM 23.13% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

MassMutual Private Wealth & Trust's SAFE Position: Q2 2026 in Review

MassMutual Private Wealth & Trust held its Safehold (SAFE) position steady in Q2 2026 at 135 shares worth $2.12K. The position accounts for ﹤0.01% of the portfolio, ranked #1987.

MassMutual Private Wealth & Trust first reported a position in SAFE in Q4 2017 and has held it in 20 quarters since. The position peaked at $11.1K in Q4 2023. 56 funds tracked by Wall St. Rank hold SAFE as of Q2 2026.

  • MassMutual Private Wealth & Trust held 135 shares of Safehold worth $2.12K as of Q2 2026.
  • MassMutual Private Wealth & Trust left its Safehold share count unchanged in Q2 2026.
  • Safehold made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #1987 holding.
  • MassMutual Private Wealth & Trust first reported a position in Safehold in Q4 2017 and has held it in 20 quarters since.
  • MassMutual Private Wealth & Trust's Safehold position peaked at $11.1K in Q4 2023.
  • 56 funds tracked by Wall St. Rank held Safehold as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.