Sumitomo Mitsui Trust Group
SAFE

Sumitomo Mitsui Trust Group’s Safehold Inc. 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
2023
Q1 		– Sell
-27,292
Closed -$781K – 1211
2022
Q4 		$781K Buy
27,292
+8,415
+45% +$240K ﹤0.01% 1053
2022
Q3 		$499K Sell
18,877
-12
-0.1% -$467 ﹤0.01% 1115
2022
Q2 		$668K Sell
18,889
-241
-1% -$10.5K ﹤0.01% 1090
2022
Q1 		$1.06M Sell
19,130
-164
-0.9% -$10.2K ﹤0.01% 1041
2021
Q4 		$1.54M Sell
19,294
-567
-3% -$41.8K ﹤0.01% 983
2021
Q3 		$1.43M Sell
19,861
-851
-4% -$72.2K ﹤0.01% 992
2021
Q2 		$1.63M Sell
20,712
-1,934
-9% -$139K ﹤0.01% 980
2021
Q1 		$1.59M Sell
22,646
-2,575
-10% -$194K ﹤0.01% 956
2020
Q4 		$1.83M Sell
25,221
-4,126
-14% -$281K ﹤0.01% 914
2020
Q3 		$1.82M Buy
29,347
+1,307
+5% +$70.8K ﹤0.01% 903
2020
Q2 		$1.61M Buy
28,040
+275
+1% +$15.1K ﹤0.01% 908
2020
Q1 		$1.76M Buy
27,765
+7,019
+34% +$355K ﹤0.01% 884
2019
Q4 		$833K Buy
20,746
+7,093
+52% +$260K ﹤0.01% 976
2019
Q3 		$416K Buy
13,653
+3,954
+41% +$120K ﹤0.01% 1008
2019
Q2 		$293K Buy
+9,699
New +$258K ﹤0.01% 965

Other funds holding SAFE

LAMC
Lubert-Adler Management Company Philadelphia, Pennsylvania $49.3M AUM 17.46% 1-Year Est. Return
Nomura Asset Management
Nomura Asset Management Tokyo, Japan $38.8B AUM 30.94% 1-Year Est. Return
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.45B AUM 39.53% 1-Year Est. Return
MIM
MetLife Investment Management Whippany, New Jersey $19.6B AUM 32.64% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $39.9B AUM 29.7% 1-Year Est. Return
RTC
Riverview Trust Company Vancouver, Washington $81.2M AUM 18.57% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Sumitomo Mitsui Trust Group's SAFE Position: Q1 2023 in Review

Sumitomo Mitsui Trust Group sold out of Safehold Inc. (SAFE) in Q1 2023, closing a stake of 27,292 shares — an estimated $781K sold.

Sumitomo Mitsui Trust Group first reported a position in SAFE in Q2 2019 and held it in 15 quarters. The position peaked at $1.83M in Q4 2020. 11 funds tracked by Wall St. Rank hold SAFE as of Q1 2023.

  • Sumitomo Mitsui Trust Group reported no remaining Safehold Inc. position as of Q1 2023 after selling out during the quarter.
  • Sumitomo Mitsui Trust Group sold 27,292 Safehold Inc. shares in Q1 2023, an estimated $781K.
  • Sumitomo Mitsui Trust Group first reported a position in Safehold Inc. in Q2 2019 and held it in 15 quarters.
  • Sumitomo Mitsui Trust Group's Safehold Inc. position peaked at $1.83M in Q4 2020.
  • 11 funds tracked by Wall St. Rank held Safehold Inc. as of Q1 2023.

Based on Sumitomo Mitsui Trust Group's 13F filing for Q1 2023, filed 27 Apr 2023.