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
Q2 		$3.71K Sell
236
-10
-4% -$152 ﹤0.01% 2445
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 $6.73T AUM 46.02% 1-Year Est. Return
MC
MSD Capital New York $102M AUM 2.45% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Rothschild Investment LLC's SAFE Position: Q2 2026 in Review

Rothschild Investment LLC reduced its Safehold (SAFE) stake by 4.1% in Q2 2026, selling an estimated $152 and leaving 236 shares worth $3.71K. The position accounts for ﹤0.01% of the portfolio, ranked #2445.

Rothschild Investment LLC first reported a position in SAFE in Q1 2024 and has held it in 10 quarters since. The position peaked at $4.46K in Q3 2025. 215 funds tracked by Wall St. Rank hold SAFE as of Q2 2026.

  • Rothschild Investment LLC held 236 shares of Safehold worth $3.71K as of Q2 2026.
  • Rothschild Investment LLC sold 10 Safehold shares in Q2 2026, an estimated $152.
  • Safehold made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #2445 holding.
  • Rothschild Investment LLC first reported a position in Safehold in Q1 2024 and has held it in 10 quarters since.
  • Rothschild Investment LLC's Safehold position peaked at $4.46K in Q3 2025.
  • 215 funds tracked by Wall St. Rank held Safehold as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.