MMRF
SAFE

Michelson Medical Research Foundation’s Safehold SAFE Stock Holding History

Michelson Medical Research Foundation’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 		$4.67M Hold
297,477
– – 4.32% 10
2026
Q1 		$4.02M Hold
297,477
– – 4.09% 10
2025
Q4 		$4.07M Hold
297,477
– – 4.08% 10
2025
Q3 		$4.61M Hold
297,477
– – 4.01% 10
2025
Q2 		$4.63M Buy
+297,477
New +$4.62M 4.44% 8

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

Michelson Medical Research Foundation's SAFE Position: Q2 2026 in Review

Michelson Medical Research Foundation held its Safehold (SAFE) position steady in Q2 2026 at 297,477 shares worth $4.67M. The position accounts for 4.32% of the portfolio, ranked #10.

Michelson Medical Research Foundation first reported a position in SAFE in Q2 2025 and has held it in 5 quarters since. 214 funds tracked by Wall St. Rank hold SAFE as of Q2 2026.

  • Michelson Medical Research Foundation held 297,477 shares of Safehold worth $4.67M as of Q2 2026.
  • Michelson Medical Research Foundation left its Safehold share count unchanged in Q2 2026.
  • Safehold made up 4.32% of Michelson Medical Research Foundation's portfolio in Q2 2026, its #10 holding.
  • Michelson Medical Research Foundation first reported a position in Safehold in Q2 2025 and has held it in 5 quarters since.
  • 214 funds tracked by Wall St. Rank held Safehold as of Q2 2026.

Based on Michelson Medical Research Foundation's 13F filing for Q2 2026, filed 14 Aug 2026.