Mercer Global Advisors
SAFE

Mercer Global Advisors’s Safehold SAFE Stock Holding History

Mercer Global 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
2026
Q2 		$386K Buy
24,583
+8,641
+54% +$131K ﹤0.01% 2543
2026
Q1 		$216K Buy
15,942
+2,407
+18% +$35.7K ﹤0.01% 2766
2025
Q4 		$185K Sell
13,535
-5,258
-28% -$74.7K ﹤0.01% 2591
2025
Q3 		$291K Buy
18,793
+8,748
+87% +$135K ﹤0.01% 2109
2025
Q2 		$156K Buy
+10,045
New +$156K ﹤0.01% 2113
2023
Q1 		– Sell
-2,473
Closed -$118K – 2033
2022
Q4 		$118K Sell
2,473
-1,408
-36% -$67.8K ﹤0.01% 1796
2022
Q3 		$175K Sell
3,881
-975
-20% -$67.7K ﹤0.01% 1644
2022
Q2 		$324K Sell
4,856
-2,638
-35% -$222K ﹤0.01% 1387
2022
Q1 		$854K Sell
7,494
-109
-1% -$12.8K 0.01% 957
2021
Q4 		$956K Sell
7,603
-580
-7% -$70.7K 0.01% 905
2021
Q3 		$999K Sell
8,183
-2,927
-26% -$353K 0.01% 863
2021
Q2 		$1.12M Buy
11,110
+285
+3% +$25.3K 0.01% 781
2021
Q1 		$937K Buy
10,825
+4,699
+77% +$377K 0.01% 812
2020
Q4 		$443K Buy
6,126
+324
+6% +$21.1K 0.01% 913
2020
Q3 		$334K Sell
5,802
-3,685
-39% -$218K 0.01% 917
2020
Q2 		$569K Sell
9,487
-5,351
-36% -$269K 0.01% 640
2020
Q1 		$766K Buy
14,838
+649
+5% +$43.8K 0.02% 551
2019
Q4 		$1M Buy
14,189
+1,857
+15% +$117K 0.02% 523
2019
Q3 		$783K Buy
12,332
+1,187
+11% +$74.6K 0.02% 555
2019
Q2 		$674K Buy
11,145
+2,239
+25% +$107K 0.02% 583
2019
Q1 		$365K Buy
+8,906
New +$393K 0.01% 753

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

Mercer Global Advisors's SAFE Position: Q2 2026 in Review

Mercer Global Advisors increased its Safehold (SAFE) stake by 54% in Q2 2026, buying an estimated $131K and bringing the position to 24,583 shares worth $386K. The position accounts for ﹤0.01% of the portfolio, ranked #2543.

Mercer Global Advisors first reported a position in SAFE in Q1 2019 and has held it in 21 quarters since. The position peaked at $1.12M in Q2 2021. 215 funds tracked by Wall St. Rank hold SAFE as of Q2 2026.

  • Mercer Global Advisors held 24,583 shares of Safehold worth $386K as of Q2 2026.
  • Mercer Global Advisors bought 8,641 Safehold shares in Q2 2026, an estimated $131K.
  • Safehold made up ﹤0.01% of Mercer Global Advisors's portfolio in Q2 2026, its #2543 holding.
  • Mercer Global Advisors first reported a position in Safehold in Q1 2019 and has held it in 21 quarters since.
  • Mercer Global Advisors's Safehold position peaked at $1.12M in Q2 2021.
  • 215 funds tracked by Wall St. Rank held Safehold as of Q2 2026.

Based on Mercer Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.