PL
SAFE

Perpetual Ltd’s Safehold SAFE Stock Holding History

Perpetual Ltd’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
2024
Q4 		– Sell
-47,508
Closed -$1.25M – 452
2024
Q3 		$1.25M Sell
47,508
-22,160
-32% -$523K 0.01% 240
2024
Q2 		$1.34M Sell
69,668
-4,190
-6% -$80.5K 0.01% 243
2024
Q1 		$1.52M Buy
73,858
+9,988
+16% +$208K 0.01% 243
2023
Q4 		$1.49M Buy
+63,870
New +$1.2M 0.02% 229

Other funds holding SAFE

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
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
NW
NewEdge Wealth Pittsburgh, Pennsylvania $8.39B AUM 24.47% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Perpetual Ltd's SAFE Position: Q4 2024 in Review

Perpetual Ltd sold out of Safehold (SAFE) in Q4 2024, closing a stake of 47,508 shares — an estimated $1.25M sold.

Perpetual Ltd first reported a position in SAFE in Q4 2023 and held it in 4 quarters. The position peaked at $1.52M in Q1 2024. 197 funds tracked by Wall St. Rank hold SAFE as of Q4 2024.

  • Perpetual Ltd reported no remaining Safehold position as of Q4 2024 after selling out during the quarter.
  • Perpetual Ltd sold 47,508 Safehold shares in Q4 2024, an estimated $1.25M.
  • Perpetual Ltd first reported a position in Safehold in Q4 2023 and held it in 4 quarters.
  • Perpetual Ltd's Safehold position peaked at $1.52M in Q1 2024.
  • 197 funds tracked by Wall St. Rank held Safehold as of Q4 2024.

Based on Perpetual Ltd's 13F filing for Q4 2024, filed 17 Jan 2025.