SAM
SAFE

Smartleaf Asset Management’s Safehold SAFE Stock Holding History

Smartleaf Asset Management’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 		$395 Buy
29
+7
+32% +$104 ﹤0.01% 3258
2025
Q4 		$299 Hold
22
– – ﹤0.01% 3324
2025
Q3 		$342 Buy
+22
New +$340 ﹤0.01% 2902
2025
Q2 		– Sell
-58
Closed -$1.05K – 2939
2025
Q1 		$1.05K Sell
58
-1,342
-96% -$23.6K ﹤0.01% 2588
2024
Q4 		$25.7K Buy
1,400
+1,020
+268% +$22.2K ﹤0.01% 1511
2024
Q3 		$10K Buy
380
+248
+188% +$5.85K ﹤0.01% 1759
2024
Q2 		$2.53K Buy
+132
New +$2.54K ﹤0.01% 2132

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