PWMG
SAFE icon

Private Wealth Management Group’s Safehold SAFE Stock Holding History

Private Wealth Management 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
2025
Q4 		– Sell
-36
Closed -$558 – 1525
2025
Q3 		$558 Hold
36
– – ﹤0.01% 1411
2025
Q2 		$561 Sell
36
-19
-35% -$295 ﹤0.01% 1409
2025
Q1 		$1.03K Hold
55
– – ﹤0.01% 1258
2024
Q4 		$1.02K Hold
55
– – ﹤0.01% 1301
2024
Q3 		$1.44K Hold
55
– – ﹤0.01% 1183
2024
Q2 		$1.06K Hold
55
– – ﹤0.01% 1263
2024
Q1 		$1.13K Hold
55
– – ﹤0.01% 1213
2023
Q4 		$1.29K Buy
+55
New +$1.04K ﹤0.01% 1175

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 $3.38T AUM 44.17% 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

Private Wealth Management Group's SAFE Position: Q4 2025 in Review

Private Wealth Management Group sold out of Safehold (SAFE) in Q4 2025, closing a stake of 36 shares — an estimated $558 sold.

Private Wealth Management Group first reported a position in SAFE in Q4 2023 and held it in 8 quarters. The position peaked at $1.44K in Q3 2024. 208 funds tracked by Wall St. Rank hold SAFE as of Q4 2025.

  • Private Wealth Management Group reported no remaining Safehold position as of Q4 2025 after selling out during the quarter.
  • Private Wealth Management Group sold 36 Safehold shares in Q4 2025, an estimated $558.
  • Private Wealth Management Group first reported a position in Safehold in Q4 2023 and held it in 8 quarters.
  • Private Wealth Management Group's Safehold position peaked at $1.44K in Q3 2024.
  • 208 funds tracked by Wall St. Rank held Safehold as of Q4 2025.

Based on Private Wealth Management Group's 13F filing for Q4 2025, filed 23 Jan 2026.