RFP
SAFE

Root Financial Partners’s Safehold SAFE Stock Holding History

Root Financial Partners’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 		$230 Buy
+17
New +$252 ﹤0.01% 3116

Other funds holding SAFE

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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

Root Financial Partners's SAFE Position: Q1 2026 in Review

Root Financial Partners opened a new position in Safehold (SAFE) in Q1 2026: 17 shares worth $230. The stake represents ﹤0.01% of the portfolio and ranks #3116 among its holdings.

216 funds tracked by Wall St. Rank hold SAFE as of Q1 2026.

  • Root Financial Partners held 17 shares of Safehold worth $230 as of Q1 2026.
  • Safehold was a new Root Financial Partners position in Q1 2026.
  • Safehold made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #3116 holding.
  • 216 funds tracked by Wall St. Rank held Safehold as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.