Vision Retirement’s Safehold SAFE Stock Holding History

Vision Retirement’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	$13.7K	Buy	874 +10	+1%	+$152	﹤0.01%	395
2026 Q1	$11.7K	Buy	864 +10	+1%	+$148	﹤0.01%	393
2025 Q4	$11.7K	Buy	+854	New	+$12.1K	﹤0.01%	393

Other funds holding SAFE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

MSD Capital New York $102M AUM 2.45% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Vision Retirement's SAFE Position: Q2 2026 in Review

Vision Retirement increased its Safehold (SAFE) stake by 1.2% in Q2 2026, buying an estimated $152 and bringing the position to 874 shares worth $13.7K. The position accounts for ﹤0.01% of the portfolio, ranked #395.

Vision Retirement first reported a position in SAFE in Q4 2025 and has held it in 3 quarters since. 196 funds tracked by Wall St. Rank hold SAFE as of Q2 2026.

Vision Retirement held 874 shares of Safehold worth $13.7K as of Q2 2026.
Vision Retirement bought 10 Safehold shares in Q2 2026, an estimated $152.
Safehold made up ﹤0.01% of Vision Retirement's portfolio in Q2 2026, its #395 holding.
Vision Retirement first reported a position in Safehold in Q4 2025 and has held it in 3 quarters since.
196 funds tracked by Wall St. Rank held Safehold as of Q2 2026.

Based on Vision Retirement's 13F filing for Q2 2026, filed 21 Jul 2026.