TC
SAFE

Truvestments Capital’s Safehold SAFE Stock Holding History

Truvestments Capital’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
Q1 		– Sell
-10
Closed -$185 – 1131
2024
Q4 		$185 Hold
10
– – ﹤0.01% 974
2024
Q3 		$262 Buy
+10
New +$236 ﹤0.01% 895
2024
Q2 		– Sell
-10
Closed -$206 – 595
2024
Q1 		$206 Hold
10
– – ﹤0.01% 699
2023
Q4 		$234 Sell
10
-364
-97% -$6.86K ﹤0.01% 764
2023
Q3 		$6.66K Buy
+374
New +$8.08K ﹤0.01% 480

Other funds holding SAFE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MC
MSD Capital New York $87.3M AUM 21.75% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
NW
NewEdge Wealth Pittsburgh, Pennsylvania $8.39B AUM 24.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Truvestments Capital's SAFE Position: Q1 2025 in Review

Truvestments Capital sold out of Safehold (SAFE) in Q1 2025, closing a stake of 10 shares — an estimated $185 sold.

Truvestments Capital first reported a position in SAFE in Q3 2023 and held it in 5 quarters. The position peaked at $6.66K in Q3 2023. 204 funds tracked by Wall St. Rank hold SAFE as of Q1 2025.

  • Truvestments Capital reported no remaining Safehold position as of Q1 2025 after selling out during the quarter.
  • Truvestments Capital sold 10 Safehold shares in Q1 2025, an estimated $185.
  • Truvestments Capital first reported a position in Safehold in Q3 2023 and held it in 5 quarters.
  • Truvestments Capital's Safehold position peaked at $6.66K in Q3 2023.
  • 204 funds tracked by Wall St. Rank held Safehold as of Q1 2025.

Based on Truvestments Capital's 13F filing for Q1 2025, filed 14 May 2025.