Rise Advisors’s Safehold SAFE Stock Holding History

Rise Advisors’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 Q3	–	Sell	-65	Closed	-$1.01K	–	1597
2025 Q2	$1.01K	Buy	65 +9	+16%	+$140	﹤0.01%	1282
2025 Q1	$1.05K	Buy	+56	New	+$984	﹤0.01%	1245

Other funds holding SAFE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

MSD Capital New York $87.3M AUM 21.75% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

NewEdge Wealth Pittsburgh, Pennsylvania $8.39B AUM 24.47% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Rise Advisors's SAFE Position: Q3 2025 in Review

Rise Advisors sold out of Safehold (SAFE) in Q3 2025, closing a stake of 65 shares — an estimated $1.01K sold.

Rise Advisors first reported a position in SAFE in Q1 2025 and held it in 2 quarters. The position peaked at $1.05K in Q1 2025. 201 funds tracked by Wall St. Rank hold SAFE as of Q3 2025.

Rise Advisors reported no remaining Safehold position as of Q3 2025 after selling out during the quarter.
Rise Advisors sold 65 Safehold shares in Q3 2025, an estimated $1.01K.
Rise Advisors first reported a position in Safehold in Q1 2025 and held it in 2 quarters.
Rise Advisors's Safehold position peaked at $1.05K in Q1 2025.
201 funds tracked by Wall St. Rank held Safehold as of Q3 2025.

Based on Rise Advisors's 13F filing for Q3 2025, filed 8 Oct 2025.