Tilson Financial Group’s Safehold SAFE Stock Holding History

Tilson Financial 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
2025 Q2	–	Sell	-34,837	Closed	-$652K	–	76
2025 Q1	$652K	Buy	34,837 +359	+1%	+$6.31K	0.26%	43
2024 Q4	$640K	Buy	+34,478	New	+$749K	0.26%	46

Other funds holding SAFE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

MSD Capital New York $87.3M AUM 21.75% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

NewEdge Wealth Pittsburgh, Pennsylvania $8.39B AUM 24.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Tilson Financial Group's SAFE Position: Q2 2025 in Review

Tilson Financial Group sold out of Safehold (SAFE) in Q2 2025, closing a stake of 34,837 shares — an estimated $652K sold.

Tilson Financial Group first reported a position in SAFE in Q4 2024 and held it in 2 quarters. The position peaked at $652K in Q1 2025. 200 funds tracked by Wall St. Rank hold SAFE as of Q2 2025.

Tilson Financial Group reported no remaining Safehold position as of Q2 2025 after selling out during the quarter.
Tilson Financial Group sold 34,837 Safehold shares in Q2 2025, an estimated $652K.
Tilson Financial Group first reported a position in Safehold in Q4 2024 and held it in 2 quarters.
Tilson Financial Group's Safehold position peaked at $652K in Q1 2025.
200 funds tracked by Wall St. Rank held Safehold as of Q2 2025.

Based on Tilson Financial Group's 13F filing for Q2 2025, filed 7 Aug 2025.