WFA
SAFE

Wipfli Financial Advisors’s Safehold Inc. SAFE Stock Holding History

Wipfli Financial 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
2022
Q3 		$2K Buy
+89
New +$3.47K ﹤0.01% 2355

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
LPC
Long Pond Capital New York $1.05B AUM 16.49% 1-Year Est. Return
NW
NewEdge Wealth Pittsburgh, Pennsylvania $8.39B AUM 24.47% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GA
GRS Advisors Chicago, Illinois $1.01B AUM 13.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wipfli Financial Advisors's SAFE Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Safehold Inc. (SAFE) in Q3 2022: 89 shares worth $2K. The stake represents ﹤0.01% of the portfolio and ranks #2355 among its holdings.

152 funds tracked by Wall St. Rank hold SAFE as of Q3 2022.

  • Wipfli Financial Advisors held 89 shares of Safehold Inc. worth $2K as of Q3 2022.
  • Safehold Inc. was a new Wipfli Financial Advisors position in Q3 2022.
  • Safehold Inc. made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #2355 holding.
  • 152 funds tracked by Wall St. Rank held Safehold Inc. as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.