MPWT
SAFE

MassMutual Private Wealth & Trust’s Safehold Inc. 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
2023
Q1 		– Sell
-64
Closed -$2K – 1941
2022
Q4 		$2K Sell
64
-17
-21% -$484 ﹤0.01% 1374
2022
Q3 		$2K Buy
+81
New +$3.15K ﹤0.01% 1330
2020
Q4 		– Sell
-20
Closed -$1K – 982
2020
Q3 		$1K Buy
+20
New +$1.08K ﹤0.01% 719

Other funds holding SAFE

LAMC
Lubert-Adler Management Company Philadelphia, Pennsylvania $49.3M AUM 17.46% 1-Year Est. Return
Nomura Asset Management
Nomura Asset Management Tokyo, Japan $38.8B AUM 30.94% 1-Year Est. Return
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.45B AUM 39.53% 1-Year Est. Return
MIM
MetLife Investment Management Whippany, New Jersey $19.6B AUM 32.64% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $39.9B AUM 29.7% 1-Year Est. Return
RTC
Riverview Trust Company Vancouver, Washington $81.2M AUM 18.57% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

MassMutual Private Wealth & Trust's SAFE Position: Q1 2023 in Review

MassMutual Private Wealth & Trust sold out of Safehold Inc. (SAFE) in Q1 2023, closing a stake of 64 shares — an estimated $2K sold.

MassMutual Private Wealth & Trust first reported a position in SAFE in Q3 2020 and held it in 3 quarters. The position peaked at $2K in Q4 2022. 11 funds tracked by Wall St. Rank hold SAFE as of Q1 2023.

  • MassMutual Private Wealth & Trust reported no remaining Safehold Inc. position as of Q1 2023 after selling out during the quarter.
  • MassMutual Private Wealth & Trust sold 64 Safehold Inc. shares in Q1 2023, an estimated $2K.
  • MassMutual Private Wealth & Trust first reported a position in Safehold Inc. in Q3 2020 and held it in 3 quarters.
  • MassMutual Private Wealth & Trust's Safehold Inc. position peaked at $2K in Q4 2022.
  • 11 funds tracked by Wall St. Rank held Safehold Inc. as of Q1 2023.

Based on MassMutual Private Wealth & Trust's 13F filing for Q1 2023, filed 11 Apr 2023.