NewEdge Advisors’s Safehold SAFE Stock Holding History

NewEdge 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	$1.66K	Hold	106	–	–	﹤0.01%	3944
2026 Q1	$1.43K	Hold	106	–	–	﹤0.01%	3859
2025 Q4	$1.45K	Sell	106 -10	-9%	-$142	﹤0.01%	3939
2025 Q3	$1.8K	Hold	116	–	–	﹤0.01%	3794
2025 Q2	$1.8K	Hold	116	–	–	﹤0.01%	3635
2025 Q1	$2.17K	Hold	116	–	–	﹤0.01%	3491
2024 Q4	$2.14K	Hold	116	–	–	﹤0.01%	3434
2024 Q3	$3.04K	Hold	116	–	–	﹤0.01%	3306
2024 Q2	$2.24K	Hold	116	–	–	﹤0.01%	3308
2024 Q1	$2.39K	Hold	116	–	–	﹤0.01%	3333
2023 Q4	$2.71K	Hold	116	–	–	﹤0.01%	3282
2023 Q3	$2.06K	Hold	116	–	–	﹤0.01%	3040
2023 Q2	$2.75K	Buy	116 +79	+214%	+$2.1K	﹤0.01%	3004
2023 Q1	$1.09K	Sell	37 -52	-58%	-$2.61K	﹤0.01%	3145
2022 Q4	$424	Buy	+89	New	+$4.29K	﹤0.01%	3195
2017 Q3	–	Sell	-92	Closed	-$5.37K	–	976
2017 Q2	$5.37K	Buy	+92	New	+$5.44K	﹤0.01%	1127

Other funds holding SAFE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

MSD Capital New York $102M AUM 2.45% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

NewEdge Advisors's SAFE Position: Q2 2026 in Review

NewEdge Advisors held its Safehold (SAFE) position steady in Q2 2026 at 106 shares worth $1.66K. The position accounts for ﹤0.01% of the portfolio, ranked #3944.

NewEdge Advisors first reported a position in SAFE in Q2 2017 and has held it in 16 quarters since. The position peaked at $5.37K in Q2 2017. 216 funds tracked by Wall St. Rank hold SAFE as of Q2 2026.

NewEdge Advisors held 106 shares of Safehold worth $1.66K as of Q2 2026.
NewEdge Advisors left its Safehold share count unchanged in Q2 2026.
Safehold made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #3944 holding.
NewEdge Advisors first reported a position in Safehold in Q2 2017 and has held it in 16 quarters since.
NewEdge Advisors's Safehold position peaked at $5.37K in Q2 2017.
216 funds tracked by Wall St. Rank held Safehold as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.