RWM
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Rialto Wealth Management’s Safehold SAFE Stock Holding History

Rialto Wealth Management’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 – 1789
2025
Q3 		$558 Buy
36
+3
+9% +$46 ﹤0.01% 1172
2025
Q2 		$514 Buy
33
+6
+22% +$93 ﹤0.01% 1141
2025
Q1 		$506 Buy
+27
New +$474 ﹤0.01% 836

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

Rialto Wealth Management's SAFE Position: Q4 2025 in Review

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

Rialto Wealth Management first reported a position in SAFE in Q1 2025 and held it in 3 quarters. The position peaked at $558 in Q3 2025. 208 funds tracked by Wall St. Rank hold SAFE as of Q4 2025.

  • Rialto Wealth Management reported no remaining Safehold position as of Q4 2025 after selling out during the quarter.
  • Rialto Wealth Management sold 36 Safehold shares in Q4 2025, an estimated $558.
  • Rialto Wealth Management first reported a position in Safehold in Q1 2025 and held it in 3 quarters.
  • Rialto Wealth Management's Safehold position peaked at $558 in Q3 2025.
  • 208 funds tracked by Wall St. Rank held Safehold as of Q4 2025.

Based on Rialto Wealth Management's 13F filing for Q4 2025, filed 12 Jan 2026.