Wealth Enhancement Advisory Services
SAFE icon

Wealth Enhancement Advisory Services’s Safehold SAFE Stock Holding History

Wealth Enhancement Advisory Services’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
Q3 		$206K Buy
17,022
+1,167
+7% +$17.7K ﹤0.01% 3719
2026
Q2 		$255K Buy
15,855
+1,540
+11% +$23.3K ﹤0.01% 3355
2026
Q1 		$193K Sell
14,315
-2,021
-12% -$29.9K ﹤0.01% 3147
2025
Q4 		$234K Sell
16,336
-10,456
-39% -$149K ﹤0.01% 3143
2025
Q3 		$402K Buy
26,792
+13,370
+100% +$207K ﹤0.01% 2546
2025
Q2 		$211K Buy
+13,422
New +$208K ﹤0.01% 2949

Other funds holding SAFE

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.2B AUM 30.02% 1-Year Est. Return
Peregrine Capital Management
Peregrine Capital Management Minneapolis, Minnesota $2.95B AUM 28.43% 1-Year Est. Return
Jupiter Asset Management
Jupiter Asset Management London, United Kingdom $21.4B AUM 19.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Wealth Enhancement Advisory Services's SAFE Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its Safehold (SAFE) stake by 7.4% in Q3 2026, buying an estimated $17.7K and bringing the position to 17,022 shares worth $206K. The position accounts for ﹤0.01% of the portfolio, ranked #3719.

Wealth Enhancement Advisory Services first reported a position in SAFE in Q2 2025 and has held it in 6 quarters since. The position peaked at $402K in Q3 2025. 141 funds tracked by Wall St. Rank hold SAFE as of Q3 2026.

  • Wealth Enhancement Advisory Services held 17,022 shares of Safehold worth $206K as of Q3 2026.
  • Wealth Enhancement Advisory Services bought 1,167 Safehold shares in Q3 2026, an estimated $17.7K.
  • Safehold made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #3719 holding.
  • Wealth Enhancement Advisory Services first reported a position in Safehold in Q2 2025 and has held it in 6 quarters since.
  • Wealth Enhancement Advisory Services's Safehold position peaked at $402K in Q3 2025.
  • 141 funds tracked by Wall St. Rank held Safehold as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.