Sumitomo Mitsui Trust Group
SAFE

Sumitomo Mitsui Trust Group’s Safehold SAFE Stock Holding History

Sumitomo Mitsui Trust 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 		$829K Sell
52,799
-338
-0.6% -$5.12K ﹤0.01% 903
2026
Q1 		$719K Buy
53,137
+5,548
+12% +$82.2K ﹤0.01% 888
2025
Q4 		$651K Sell
47,589
-1,012
-2% -$14.4K ﹤0.01% 906
2025
Q3 		$753K Sell
48,601
-852
-2% -$13.2K ﹤0.01% 885
2025
Q2 		$769K Buy
49,453
+338
+0.7% +$5.25K ﹤0.01% 876
2025
Q1 		$919K Sell
49,115
-378
-0.8% -$6.64K ﹤0.01% 865
2024
Q4 		$915K Sell
49,493
-1,697
-3% -$36.9K ﹤0.01% 891
2024
Q3 		$1.34M Buy
51,190
+3,812
+8% +$90K ﹤0.01% 871
2024
Q2 		$914K Sell
47,378
-918
-2% -$17.6K ﹤0.01% 907
2024
Q1 		$995K Sell
48,296
-4,817
-9% -$100K ﹤0.01% 964
2023
Q4 		$1.24M Buy
53,113
+5,460
+11% +$103K ﹤0.01% 953
2023
Q3 		$848K Buy
47,653
+1,331
+3% +$28.8K ﹤0.01% 1002
2023
Q2 		$1.1M Buy
46,322
+38,535
+495% +$1.02M ﹤0.01% 986
2023
Q1 		$229K Sell
7,787
-7,503
-49% -$377K ﹤0.01% 1128
2022
Q4 		$729K Sell
15,290
-5,435
-26% -$262K ﹤0.01% 1058
2022
Q3 		$934K Buy
+20,725
New +$1.44M ﹤0.01% 1039
2018
Q3 		– Sell
-14,147
Closed -$743K – 908
2018
Q2 		$743K Buy
14,147
+452
+3% +$23.3K ﹤0.01% 829
2018
Q1 		$678K Buy
13,695
+115
+0.8% +$5.88K ﹤0.01% 824
2017
Q4 		$747K Sell
13,580
-186
-1% -$10.5K ﹤0.01% 825
2017
Q3 		$791K Sell
13,766
-33
-0.2% -$1.9K ﹤0.01% 824
2017
Q2 		$809K Sell
13,799
-33
-0.2% -$1.95K ﹤0.01% 813
2017
Q1 		$794K Sell
13,832
-73
-0.5% -$4.19K ﹤0.01% 791
2016
Q4 		$837K Buy
13,905
+3,183
+30% +$181K ﹤0.01% 788
2016
Q3 		$560K Buy
+10,722
New +$548K ﹤0.01% 792

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

Sumitomo Mitsui Trust Group's SAFE Position: Q2 2026 in Review

Sumitomo Mitsui Trust Group reduced its Safehold (SAFE) stake by 0.64% in Q2 2026, selling an estimated $5.12K and leaving 52,799 shares worth $829K. The position accounts for ﹤0.01% of the portfolio, ranked #903.

Sumitomo Mitsui Trust Group first reported a position in SAFE in Q3 2016 and has held it in 24 quarters since. The position peaked at $1.34M in Q3 2024. 216 funds tracked by Wall St. Rank hold SAFE as of Q2 2026.

  • Sumitomo Mitsui Trust Group held 52,799 shares of Safehold worth $829K as of Q2 2026.
  • Sumitomo Mitsui Trust Group sold 338 Safehold shares in Q2 2026, an estimated $5.12K.
  • Safehold made up ﹤0.01% of Sumitomo Mitsui Trust Group's portfolio in Q2 2026, its #903 holding.
  • Sumitomo Mitsui Trust Group first reported a position in Safehold in Q3 2016 and has held it in 24 quarters since.
  • Sumitomo Mitsui Trust Group's Safehold position peaked at $1.34M in Q3 2024.
  • 216 funds tracked by Wall St. Rank held Safehold as of Q2 2026.

Based on Sumitomo Mitsui Trust Group's 13F filing for Q2 2026, filed 30 Jul 2026.