Nisa Investment Advisors
SAFE

Nisa Investment Advisors’s Safehold SAFE Stock Holding History

Nisa Investment 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 		$14.6K Sell
917
-3,041
-77% -$46.1K ﹤0.01% 2361
2026
Q1 		$54.8K Sell
3,958
-2,896
-42% -$42.9K ﹤0.01% 1629
2025
Q4 		$95.6K Sell
6,854
-3,171
-32% -$45.1K ﹤0.01% 1451
2025
Q3 		$157K Sell
10,025
-1,954
-16% -$30.2K ﹤0.01% 1311
2025
Q2 		$189K Sell
11,979
-3,750
-24% -$58.2K ﹤0.01% 1234
2025
Q1 		$298K Sell
15,729
-1,783
-10% -$31.3K ﹤0.01% 1133
2024
Q4 		$327K Sell
17,512
-2,086
-11% -$45.3K ﹤0.01% 1164
2024
Q3 		$518K Sell
19,598
-4,076
-17% -$96.2K ﹤0.01% 1035
2024
Q2 		$461K Buy
23,674
+45
+0.2% +$865 ﹤0.01% 1108
2024
Q1 		$491K Buy
23,629
+856
+4% +$17.8K ﹤0.01% 1091
2023
Q4 		$533K Sell
22,773
-440
-2% -$8.29K ﹤0.01% 1033
2023
Q3 		$413K Sell
23,213
-6,774
-23% -$146K ﹤0.01% 1117
2023
Q2 		$712K Sell
29,987
-540
-2% -$14.3K 0.01% 971
2023
Q1 		$897K Buy
30,527
+23,087
+310% +$1.16M 0.01% 892
2022
Q4 		$355K Sell
7,440
-2,125
-22% -$102K ﹤0.01% 1214
2022
Q3 		$434K Buy
9,565
+1,208
+14% +$83.9K ﹤0.01% 1075
2022
Q2 		$558K Sell
8,357
-210
-2% -$17.7K ﹤0.01% 1015
2022
Q1 		$976K Sell
8,567
-572
-6% -$66.9K 0.01% 878
2021
Q4 		$955K Sell
9,139
-702
-7% -$85.6K 0.01% 846
2021
Q3 		$1.2M Sell
9,841
-668
-6% -$80.5K 0.01% 853
2021
Q2 		$1.06M Sell
10,509
-368
-3% -$32.6K 0.01% 917
2021
Q1 		$941K Sell
10,877
-712
-6% -$57.1K 0.01% 978
2020
Q4 		$838K Buy
11,589
+686
+6% +$44.7K 0.01% 1003
2020
Q3 		$627K Buy
10,903
+1,754
+19% +$104K 0.01% 966
2020
Q2 		$549K Buy
9,149
+1,448
+19% +$72.9K 0.01% 992
2020
Q1 		$398K Buy
7,701
+3,694
+92% +$249K ﹤0.01% 1001
2019
Q4 		$283K Buy
4,007
+594
+17% +$37.6K ﹤0.01% 1246
2019
Q3 		$217K Buy
3,413
+493
+17% +$31K ﹤0.01% 1300
2019
Q2 		$177K Buy
2,920
+480
+20% +$23K ﹤0.01% 1343
2019
Q1 		$100K Sell
2,440
-25
-1% -$1.1K ﹤0.01% 1432
2018
Q4 		$110K Hold
2,465
– – ﹤0.01% 1357
2018
Q3 		$134K Sell
2,465
-904
-27% -$47.7K ﹤0.01% 1371
2018
Q2 		$177K Hold
3,369
– – ﹤0.01% 1283
2018
Q1 		$167K Hold
3,369
– – ﹤0.01% 1275
2017
Q4 		$185K Hold
3,369
– – ﹤0.01% 1286
2017
Q3 		$194K Hold
3,369
– – ﹤0.01% 1258
2017
Q2 		$197K Hold
3,369
– – ﹤0.01% 1238
2017
Q1 		$194K Hold
3,369
– – ﹤0.01% 1259
2016
Q4 		$203K Sell
3,369
-411
-11% -$23.4K ﹤0.01% 1243
2016
Q3 		$197K Hold
3,780
– – ﹤0.01% 1226
2016
Q2 		$176K Hold
3,780
– – ﹤0.01% 1246
2016
Q1 		$178K Buy
3,780
+1,315
+53% +$60.5K ﹤0.01% 1239
2015
Q4 		$141K Sell
2,465
-288
-10% -$17.6K ﹤0.01% 1217
2015
Q3 		$169K Buy
2,753
+555
+25% +$34.8K ﹤0.01% 1230
2015
Q2 		$143K Hold
2,198
– – ﹤0.01% 1274
2015
Q1 		$139K Sell
2,198
-123
-5% -$7.89K ﹤0.01% 1309
2014
Q4 		$154K Hold
2,321
– – ﹤0.01% 1268
2014
Q3 		$153K Hold
2,321
– – ﹤0.01% 1277
2014
Q2 		$169K Hold
2,321
– – ﹤0.01% 1285
2014
Q1 		$167K Hold
2,321
– – ﹤0.01% 1292
2013
Q4 		$161K Hold
2,321
– – ﹤0.01% 1291
2013
Q3 		$136K Sell
2,321
-494
-18% -$27.7K ﹤0.01% 1285
2013
Q2 		$155K Buy
+2,815
New +$158K ﹤0.01% 1264

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

Nisa Investment Advisors's SAFE Position: Q2 2026 in Review

Nisa Investment Advisors reduced its Safehold (SAFE) stake by 77% in Q2 2026, selling an estimated $46.1K and leaving 917 shares worth $14.6K. The position accounts for ﹤0.01% of the portfolio, ranked #2361.

Nisa Investment Advisors first reported a position in SAFE in Q2 2013 and has held it in 53 quarters since. The position peaked at $1.2M in Q3 2021. 215 funds tracked by Wall St. Rank hold SAFE as of Q2 2026.

  • Nisa Investment Advisors held 917 shares of Safehold worth $14.6K as of Q2 2026.
  • Nisa Investment Advisors sold 3,041 Safehold shares in Q2 2026, an estimated $46.1K.
  • Safehold made up ﹤0.01% of Nisa Investment Advisors's portfolio in Q2 2026, its #2361 holding.
  • Nisa Investment Advisors first reported a position in Safehold in Q2 2013 and has held it in 53 quarters since.
  • Nisa Investment Advisors's Safehold position peaked at $1.2M in Q3 2021.
  • 215 funds tracked by Wall St. Rank held Safehold as of Q2 2026.

Based on Nisa Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.