Raymond James Financial
SAFE

Raymond James Financial’s Safehold SAFE Stock Holding History

Raymond James Financial’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
2026
Q1 		$453K Buy
33,450
+19
+0.1% +$282 ﹤0.01% 4412
2025
Q4 		$458K Buy
+33,431
New +$475K ﹤0.01% 4327
2025
Q3 		– Sell
-1,177
Closed -$18.3K – 6419
2025
Q2 		$18.3K Sell
1,177
-13,035
-92% -$202K ﹤0.01% 5638
2025
Q1 		$266K Buy
+14,212
New +$250K ﹤0.01% 4278

Other funds holding SAFE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MC
MSD Capital New York $87.3M AUM 21.75% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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 $3.37T AUM 44.26% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Raymond James Financial's SAFE Position: Q1 2026 in Review

Raymond James Financial increased its Safehold (SAFE) stake by 0.06% in Q1 2026, buying an estimated $282 and bringing the position to 33,450 shares worth $453K. The position accounts for ﹤0.01% of the portfolio, ranked #4412.

Raymond James Financial first reported a position in SAFE in Q1 2025 and has held it in 4 quarters since. The position peaked at $458K in Q4 2025. 216 funds tracked by Wall St. Rank hold SAFE as of Q1 2026.

  • Raymond James Financial held 33,450 shares of Safehold worth $453K as of Q1 2026.
  • Raymond James Financial bought 19 Safehold shares in Q1 2026, an estimated $282.
  • Safehold made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #4412 holding.
  • Raymond James Financial first reported a position in Safehold in Q1 2025 and has held it in 4 quarters since.
  • Raymond James Financial's Safehold position peaked at $458K in Q4 2025.
  • 216 funds tracked by Wall St. Rank held Safehold as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.