Steward Partners Investment Advisory’s Safehold SAFE Stock Holding History

Steward Partners Investment Advisory’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	$224K	Buy	+14,275	New	+$216K	﹤0.01%	2171
2023 Q1	–	Sell	-383	Closed	-$18.2K	–	3406
2022 Q4	$18.2K	Sell	383 -177	-32%	-$8.53K	﹤0.01%	2277
2022 Q3	$25K	Sell	560 -453	-45%	-$31.5K	﹤0.01%	2117
2022 Q2	$68K	Sell	1,013 -2,867	-74%	-$241K	﹤0.01%	1655
2022 Q1	$442K	Sell	3,880 -464	-11%	-$54.3K	0.01%	971
2021 Q4	$546K	Buy	+4,344	New	+$530K	0.01%	907
2021 Q2	–	Sell	-21	Closed	-$1.78K	–	7354
2021 Q1	$1.78K	Buy	+21	New	+$1.69K	﹤0.01%	3245

Other funds holding SAFE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

MSD Capital New York $102M AUM 2.45% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Steward Partners Investment Advisory's SAFE Position: Q2 2026 in Review

Steward Partners Investment Advisory opened a new position in Safehold (SAFE) in Q2 2026: 14,275 shares worth $224K. The stake represents ﹤0.01% of the portfolio and ranks #2171 among its holdings. This is a return to the name: Steward Partners Investment Advisory previously reported a position in SAFE as recently as Q4 2022.

Steward Partners Investment Advisory first reported a position in SAFE in Q1 2021 and has held it in 7 quarters since. The position peaked at $546K in Q4 2021. 215 funds tracked by Wall St. Rank hold SAFE as of Q2 2026.

Steward Partners Investment Advisory held 14,275 shares of Safehold worth $224K as of Q2 2026.
Safehold was a new Steward Partners Investment Advisory position in Q2 2026.
Safehold made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #2171 holding.
Steward Partners Investment Advisory first reported a position in Safehold in Q1 2021 and has held it in 7 quarters since.
Steward Partners Investment Advisory's Safehold position peaked at $546K in Q4 2021.
215 funds tracked by Wall St. Rank held Safehold as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.