Wealth Preservation Advisors’s Safehold SAFE Stock Holding History

Wealth Preservation Advisors’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	–	Sell	-24	Closed	-$325	–	780
2026 Q1	$325	Buy	+24	New	+$356	﹤0.01%	829

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

Wealth Preservation Advisors's SAFE Position: Q2 2026 in Review

Wealth Preservation Advisors sold out of Safehold (SAFE) in Q2 2026, closing a stake of 24 shares — an estimated $325 sold.

Wealth Preservation Advisors first reported a position in SAFE in Q1 2026 and held it in 1 quarter. The position peaked at $325 in Q1 2026. 215 funds tracked by Wall St. Rank hold SAFE as of Q2 2026.

Wealth Preservation Advisors reported no remaining Safehold position as of Q2 2026 after selling out during the quarter.
Wealth Preservation Advisors sold 24 Safehold shares in Q2 2026, an estimated $325.
Wealth Preservation Advisors first reported a position in Safehold in Q1 2026 and held it in 1 quarter.
Wealth Preservation Advisors's Safehold position peaked at $325 in Q1 2026.
215 funds tracked by Wall St. Rank held Safehold as of Q2 2026.

Based on Wealth Preservation Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.