PWA
SAFE

Physician Wealth Advisors’s Safehold SAFE Stock Holding History

Physician Wealth 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
2025
Q4 		– Sell
-135
Closed -$2.09K – 2137
2025
Q3 		$2.09K Hold
135
– – ﹤0.01% 1205
2025
Q2 		$2.1K Buy
+135
New +$2.1K ﹤0.01% 1030

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 $102M AUM 2.45% 1-Year Est. Return
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
NW
NewEdge Wealth Pittsburgh, Pennsylvania $10B AUM 30.45% 1-Year Est. Return
LPC
Long Pond Capital New York $1.04B AUM 2.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AG
Algert Global San Francisco, California $8.43B AUM 80.94% 1-Year Est. Return

Physician Wealth Advisors's SAFE Position: Q4 2025 in Review

Physician Wealth Advisors sold out of Safehold (SAFE) in Q4 2025, closing a stake of 135 shares — an estimated $2.09K sold.

Physician Wealth Advisors first reported a position in SAFE in Q2 2025 and held it in 2 quarters. The position peaked at $2.1K in Q2 2025. 208 funds tracked by Wall St. Rank hold SAFE as of Q4 2025.

  • Physician Wealth Advisors reported no remaining Safehold position as of Q4 2025 after selling out during the quarter.
  • Physician Wealth Advisors sold 135 Safehold shares in Q4 2025, an estimated $2.09K.
  • Physician Wealth Advisors first reported a position in Safehold in Q2 2025 and held it in 2 quarters.
  • Physician Wealth Advisors's Safehold position peaked at $2.1K in Q2 2025.
  • 208 funds tracked by Wall St. Rank held Safehold as of Q4 2025.

Based on Physician Wealth Advisors's 13F filing for Q4 2025, filed 29 Jan 2026.