PWMG
SAFE

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 $5.7T 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
NW
NewEdge Wealth Pittsburgh, Pennsylvania $8.38B AUM 24.47% 1-Year Est. Return
LPC
Long Pond Capital New York $978M AUM 16.49% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AG
Algert Global San Francisco, California $6.65B AUM 53.68% 1-Year Est. Return