MIIM
SAFE

Mesirow Institutional Investment Management’s Safehold SAFE Stock Holding History

Mesirow Institutional Investment Management’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
2024
Q3 		– Sell
-485,945
Closed -$9.37M – 134
2024
Q2 		$9.37M Sell
485,945
-178,238
-27% -$3.43M 0.82% 71
2024
Q1 		$13.7M Sell
664,183
-359
-0.1% -$7.46K 1.22% 39
2023
Q4 		$15.6M Buy
664,542
+166,846
+34% +$3.14M 1.45% 17
2023
Q3 		$8.86M Buy
497,696
+18,730
+4% +$405K 0.9% 65
2023
Q2 		$11.4M Buy
478,966
+66,126
+16% +$1.75M 1.17% 38
2023
Q1 		$12.1M Buy
+412,840
New +$20.7M 1.32% 16

Other funds holding SAFE

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MC
MSD Capital New York $87.3M AUM 21.75% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
NW
NewEdge Wealth Pittsburgh, Pennsylvania $8.38B AUM 24.47% 1-Year Est. Return
LPC
Long Pond Capital New York $978M AUM 16.49% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ACM
AEW Capital Management Boston, Massachusetts $1.38B AUM 4.64% 1-Year Est. Return