Principal Financial Group
SAFE

Principal Financial Group’s Safehold Inc. SAFE Stock Holding History

Principal Financial Group’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
2023
Q1 		– Sell
-149,252
Closed -$4.27M – 2542
2022
Q4 		$4.27M Buy
149,252
+40,937
+38% +$1.17M ﹤0.01% 1588
2022
Q3 		$2.87M Buy
108,315
+11,026
+11% +$430K ﹤0.01% 1652
2022
Q2 		$3.44M Buy
97,289
+3,932
+4% +$171K ﹤0.01% 1676
2022
Q1 		$5.18M Sell
93,357
-3,845
-4% -$238K ﹤0.01% 1646
2021
Q4 		$7.76M Buy
97,202
+3,217
+3% +$237K ﹤0.01% 1517
2021
Q3 		$6.76M Sell
93,985
-8,139
-8% -$690K ﹤0.01% 1575
2021
Q2 		$8.02M Buy
102,124
+377
+0.4% +$27.2K 0.01% 1529
2021
Q1 		$7.13M Buy
101,747
+93
+0.1% +$7.02K 0.01% 1537
2020
Q4 		$7.37M Sell
101,654
-21,584
-18% -$1.47M 0.01% 1395
2020
Q3 		$7.65M Buy
123,238
+11,104
+10% +$601K 0.01% 1231
2020
Q2 		$6.45M Sell
112,134
-731
-0.6% -$40K 0.01% 1313
2020
Q1 		$7.14M Buy
112,865
+2,280
+2% +$115K 0.01% 1098
2019
Q4 		$4.46M Buy
+110,585
New +$4.06M ﹤0.01% 1566

Other funds holding SAFE

LAMC
Lubert-Adler Management Company Philadelphia, Pennsylvania $49.3M AUM 17.46% 1-Year Est. Return
Nomura Asset Management
Nomura Asset Management Tokyo, Japan $46.7B AUM 50.59% 1-Year Est. Return
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.74B AUM 36.19% 1-Year Est. Return
MIM
MetLife Investment Management Whippany, New Jersey $22.1B AUM 45.54% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $46.3B AUM 43.9% 1-Year Est. Return
RTC
Riverview Trust Company Vancouver, Washington $83.9M AUM 32.6% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Principal Financial Group's SAFE Position: Q1 2023 in Review

Principal Financial Group sold out of Safehold Inc. (SAFE) in Q1 2023, closing a stake of 149,252 shares — an estimated $4.27M sold.

Principal Financial Group first reported a position in SAFE in Q4 2019 and held it in 13 quarters. The position peaked at $8.02M in Q2 2021. 11 funds tracked by Wall St. Rank hold SAFE as of Q1 2023.

  • Principal Financial Group reported no remaining Safehold Inc. position as of Q1 2023 after selling out during the quarter.
  • Principal Financial Group sold 149,252 Safehold Inc. shares in Q1 2023, an estimated $4.27M.
  • Principal Financial Group first reported a position in Safehold Inc. in Q4 2019 and held it in 13 quarters.
  • Principal Financial Group's Safehold Inc. position peaked at $8.02M in Q2 2021.
  • 11 funds tracked by Wall St. Rank held Safehold Inc. as of Q1 2023.

Based on Principal Financial Group's 13F filing for Q1 2023, filed 9 May 2023.