PA
SAFE

Pineridge Advisors’s Safehold SAFE Stock Holding History

Pineridge 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
2024
Q1 		– Sell
-157
Closed -$3.67K – 792
2023
Q4 		$3.67K Buy
+157
New +$2.96K ﹤0.01% 547

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
LPC
Long Pond Capital New York $1.05B AUM 16.49% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
ACM
AEW Capital Management Boston, Massachusetts $1.38B AUM 4.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Pineridge Advisors's SAFE Position: Q1 2024 in Review

Pineridge Advisors sold out of Safehold (SAFE) in Q1 2024, closing a stake of 157 shares — an estimated $3.67K sold.

Pineridge Advisors first reported a position in SAFE in Q4 2023 and held it in 1 quarter. The position peaked at $3.67K in Q4 2023. 184 funds tracked by Wall St. Rank hold SAFE as of Q1 2024.

  • Pineridge Advisors reported no remaining Safehold position as of Q1 2024 after selling out during the quarter.
  • Pineridge Advisors sold 157 Safehold shares in Q1 2024, an estimated $3.67K.
  • Pineridge Advisors first reported a position in Safehold in Q4 2023 and held it in 1 quarter.
  • Pineridge Advisors's Safehold position peaked at $3.67K in Q4 2023.
  • 184 funds tracked by Wall St. Rank held Safehold as of Q1 2024.

Based on Pineridge Advisors's 13F filing for Q1 2024, filed 16 May 2024.