SIG
SAFE

Spinnaker Investment Group’s Safehold SAFE Stock Holding History

Spinnaker Investment Group’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 		– Sell
-14,351
Closed -$194K – 191
2026
Q1 		$194K Hold
14,351
– – 0.04% 144
2025
Q4 		$196K Buy
+14,351
New +$204K 0.04% 166

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

Spinnaker Investment Group's SAFE Position: Q2 2026 in Review

Spinnaker Investment Group sold out of Safehold (SAFE) in Q2 2026, closing a stake of 14,351 shares — an estimated $194K sold.

Spinnaker Investment Group first reported a position in SAFE in Q4 2025 and held it in 2 quarters. The position peaked at $196K in Q4 2025. 215 funds tracked by Wall St. Rank hold SAFE as of Q2 2026.

  • Spinnaker Investment Group reported no remaining Safehold position as of Q2 2026 after selling out during the quarter.
  • Spinnaker Investment Group sold 14,351 Safehold shares in Q2 2026, an estimated $194K.
  • Spinnaker Investment Group first reported a position in Safehold in Q4 2025 and held it in 2 quarters.
  • Spinnaker Investment Group's Safehold position peaked at $196K in Q4 2025.
  • 215 funds tracked by Wall St. Rank held Safehold as of Q2 2026.

Based on Spinnaker Investment Group's 13F filing for Q2 2026, filed 10 Jul 2026.