SS
SAFE

Sunbelt Securities’s Safehold SAFE Stock Holding History

Sunbelt Securities’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
Q1 		$649 Sell
48
-11
-19% -$163 ﹤0.01% 2213
2025
Q4 		$808 Buy
59
+26
+79% +$369 ﹤0.01% 2117
2025
Q3 		$511 Buy
+33
New +$510 ﹤0.01% 2215

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Sunbelt Securities's SAFE Position: Q1 2026 in Review

Sunbelt Securities reduced its Safehold (SAFE) stake by 19% in Q1 2026, selling an estimated $163 and leaving 48 shares worth $649. The position accounts for ﹤0.01% of the portfolio, ranked #2213.

Sunbelt Securities first reported a position in SAFE in Q3 2025 and has held it in 3 quarters since. The position peaked at $808 in Q4 2025. 217 funds tracked by Wall St. Rank hold SAFE as of Q1 2026.

  • Sunbelt Securities held 48 shares of Safehold worth $649 as of Q1 2026.
  • Sunbelt Securities sold 11 Safehold shares in Q1 2026, an estimated $163.
  • Safehold made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #2213 holding.
  • Sunbelt Securities first reported a position in Safehold in Q3 2025 and has held it in 3 quarters since.
  • Sunbelt Securities's Safehold position peaked at $808 in Q4 2025.
  • 217 funds tracked by Wall St. Rank held Safehold as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.