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
Q2 		$472 Hold
29
– – ﹤0.01% 3212
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 $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 $3.37T AUM 44.26% 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

Smartleaf Asset Management's SAFE Position: Q2 2026 in Review

Smartleaf Asset Management held its Safehold (SAFE) position steady in Q2 2026 at 29 shares worth $472. The position accounts for ﹤0.01% of the portfolio, ranked #3212.

Smartleaf Asset Management first reported a position in SAFE in Q2 2024 and has held it in 8 quarters since. The position peaked at $25.7K in Q4 2024. 215 funds tracked by Wall St. Rank hold SAFE as of Q2 2026.

  • Smartleaf Asset Management held 29 shares of Safehold worth $472 as of Q2 2026.
  • Smartleaf Asset Management left its Safehold share count unchanged in Q2 2026.
  • Safehold made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q2 2026, its #3212 holding.
  • Smartleaf Asset Management first reported a position in Safehold in Q2 2024 and has held it in 8 quarters since.
  • Smartleaf Asset Management's Safehold position peaked at $25.7K in Q4 2024.
  • 215 funds tracked by Wall St. Rank held Safehold as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.