RIL
SAFE

Rothschild Investment LLC’s Safehold SAFE Stock Holding History

Rothschild Investment LLC’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 		$3.33K Sell
246
-12
-5% -$178 ﹤0.01% 2276
2025
Q4 		$3.53K Sell
258
-30
-10% -$426 ﹤0.01% 2068
2025
Q3 		$4.46K Buy
288
+198
+220% +$3.06K ﹤0.01% 1756
2025
Q2 		$1.4K Buy
90
+10
+13% +$155 ﹤0.01% 2277
2025
Q1 		$1.5K Buy
80
+20
+33% +$351 ﹤0.01% 2082
2024
Q4 		$1.11K Buy
60
+5
+9% +$109 ﹤0.01% 2158
2024
Q3 		$1.44K Buy
55
+30
+120% +$708 ﹤0.01% 1912
2024
Q2 		$482 Buy
25
+20
+400% +$384 ﹤0.01% 2040
2024
Q1 		$103 Buy
+5
New +$104 ﹤0.01% 2202

Other funds holding SAFE

BlackRock
BlackRock New York $5.7T 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 $431B 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 $1.47T AUM 27.86% 1-Year Est. Return