NA
SAFE

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
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
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
MC
MSD Capital New York $87.3M AUM 21.75% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return