SIC
SAFE

Sage Investment Counsel’s Safehold SAFE Stock Holding History

Sage Investment Counsel’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
-14,300
Closed -$222K – 129
2025
Q3 		$222K Sell
14,300
-2,100
-13% -$32.4K 0.25% 100
2025
Q2 		$255K Buy
16,400
+2,300
+16% +$35.7K 0.3% 87
2025
Q1 		$264K Buy
14,100
+4,060
+40% +$71.3K 0.33% 87
2024
Q4 		$186K Buy
+10,040
New +$218K 0.24% 107

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

Sage Investment Counsel's SAFE Position: Q4 2025 in Review

Sage Investment Counsel sold out of Safehold (SAFE) in Q4 2025, closing a stake of 14,300 shares — an estimated $222K sold.

Sage Investment Counsel first reported a position in SAFE in Q4 2024 and held it in 4 quarters. The position peaked at $264K in Q1 2025. 208 funds tracked by Wall St. Rank hold SAFE as of Q4 2025.

  • Sage Investment Counsel reported no remaining Safehold position as of Q4 2025 after selling out during the quarter.
  • Sage Investment Counsel sold 14,300 Safehold shares in Q4 2025, an estimated $222K.
  • Sage Investment Counsel first reported a position in Safehold in Q4 2024 and held it in 4 quarters.
  • Sage Investment Counsel's Safehold position peaked at $264K in Q1 2025.
  • 208 funds tracked by Wall St. Rank held Safehold as of Q4 2025.

Based on Sage Investment Counsel's 13F filing for Q4 2025, filed 23 Jan 2026.