WealthTrak Capital Management’s Safehold SAFE Stock Holding History

WealthTrak Capital Management’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	-5	Closed	-$93	–	1095
2024 Q4	$93	Buy	+5	New	+$109	﹤0.01%	922

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

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

WealthTrak Capital Management's SAFE Position: Q1 2025 in Review

WealthTrak Capital Management sold out of Safehold (SAFE) in Q1 2025, closing a stake of 5 shares — an estimated $93 sold.

WealthTrak Capital Management first reported a position in SAFE in Q4 2024 and held it in 1 quarter. The position peaked at $93 in Q4 2024. 204 funds tracked by Wall St. Rank hold SAFE as of Q1 2025.

WealthTrak Capital Management reported no remaining Safehold position as of Q1 2025 after selling out during the quarter.
WealthTrak Capital Management sold 5 Safehold shares in Q1 2025, an estimated $93.
WealthTrak Capital Management first reported a position in Safehold in Q4 2024 and held it in 1 quarter.
WealthTrak Capital Management's Safehold position peaked at $93 in Q4 2024.
204 funds tracked by Wall St. Rank held Safehold as of Q1 2025.

Based on WealthTrak Capital Management's 13F filing for Q1 2025, filed 15 May 2025.