NYLIM
SAFE

New York Life Investment Management’s Safehold SAFE Stock Holding History

New York Life 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
2023
Q1 		– Sell
-65,721
Closed -$3.13M – 1358
2022
Q4 		$3.13M Buy
65,721
+61,304
+1,388% +$2.95M 0.04% 425
2022
Q3 		$199K Sell
4,417
-4,513
-51% -$313K ﹤0.01% 1186
2022
Q2 		$596K Buy
+8,930
New +$752K 0.01% 675

Other funds holding SAFE

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
LPC
Long Pond Capital New York $1.05B AUM 16.49% 1-Year Est. Return
NW
NewEdge Wealth Pittsburgh, Pennsylvania $8.39B AUM 24.47% 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 $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GA
GRS Advisors Chicago, Illinois $1.01B AUM 13.12% 1-Year Est. Return

New York Life Investment Management's SAFE Position: Q1 2023 in Review

New York Life Investment Management sold out of Safehold (SAFE) in Q1 2023, closing a stake of 65,721 shares — an estimated $3.13M sold.

New York Life Investment Management first reported a position in SAFE in Q2 2022 and held it in 3 quarters. The position peaked at $3.13M in Q4 2022. 166 funds tracked by Wall St. Rank hold SAFE as of Q1 2023.

  • New York Life Investment Management reported no remaining Safehold position as of Q1 2023 after selling out during the quarter.
  • New York Life Investment Management sold 65,721 Safehold shares in Q1 2023, an estimated $3.13M.
  • New York Life Investment Management first reported a position in Safehold in Q2 2022 and held it in 3 quarters.
  • New York Life Investment Management's Safehold position peaked at $3.13M in Q4 2022.
  • 166 funds tracked by Wall St. Rank held Safehold as of Q1 2023.

Based on New York Life Investment Management's 13F filing for Q1 2023, filed 8 May 2023.