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SAFE

Safehold

197 hedge funds and large institutions have $919M invested in Safehold in 2024 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 80 increasing their positions, 52 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more call options, than puts

Call options by funds: $2.56M | Put options by funds: $1.39M

54% more repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 52

1.13% less ownership

Funds ownership: 70.68%69.55% (-1.1%)

5% less funds holding

Funds holding: 208197 (-11)

29% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 35

31% less capital invested

Capital invested by funds: $1.32B → $919M (-$406M)

60% less funds holding in top 10

Funds holding in top 10: 52 (-3)

Holders
197
Holders Change
-11
Holders Change %
-5.29%
% of All Funds
2.59%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.03%
New
25
Increased
80
Reduced
52
Closed
35
Calls
$2.56M
Puts
$1.39M
Net Calls
+$1.17M
Net Calls Change
-$623K
Name Holding Trade Value Shares
Change
Change in
Stake
Allspring Global Investments
26
Allspring Global Investments
North Carolina
$4.21M +$4.67M +214,979 +1,683%
MP
27
MSD Partners
New York
$4.11M
Principal Financial Group
28
Principal Financial Group
Iowa
$4.1M +$132K +6,093 +3%
SEI Investments
29
SEI Investments
Pennsylvania
$3.85M -$8.56M -393,701 -65%
State of New Jersey Common Pension Fund D
30
State of New Jersey Common Pension Fund D
New Jersey
$3.77M
Renaissance Technologies
31
Renaissance Technologies
New York
$3.41M +$4.02M +184,762 New
RhumbLine Advisers
32
RhumbLine Advisers
Massachusetts
$3.02M +$14.4K +663 +0.4%
UIC
33
Uniplan Investment Counsel
Wisconsin
$2.95M -$71.9K -3,308 -2%
AFM
34
Anson Funds Management
Texas
$2.9M +$853K +39,229 +33%
AC
35
Addison Capital
Pennsylvania
$2.7M -$53K -2,439 -2%
ECM
36
ExodusPoint Capital Management
New York
$2.7M +$1.86M +85,584 +141%
UBS Group
37
UBS Group
Switzerland
$2.63M +$698K +32,128 +29%
Ameriprise
38
Ameriprise
Minnesota
$2.57M +$336K +15,465 +13%
Norges Bank
39
Norges Bank
Norway
$2.55M -$1.31M -60,047 -30%
N
40
Nuveen
North Carolina
$2.49M
Bank of America
41
Bank of America
North Carolina
$2.26M -$290K -13,362 -10%
EP
42
Edgestream Partners
New Jersey
$2.22M +$2.61M +119,956 New
Public Sector Pension Investment Board (PSP Investments)
43
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$2.11M +$368K +16,930 +17%
FMII
44
Farmers & Merchants Investments Inc
Nebraska
$1.85M +$112K +5,133 +5%
Cerity Partners
45
Cerity Partners
New York
$1.85M -$192K -8,843 -8%
BNP Paribas Financial Markets
46
BNP Paribas Financial Markets
France
$1.78M +$2.1M +96,394 New
Barclays
47
Barclays
United Kingdom
$1.69M +$124K +5,720 +7%
Swiss National Bank
48
Swiss National Bank
Switzerland
$1.68M
AC
49
Allstate Corporation
Illinois
$1.66M -$158K -7,286 -7%
AIMCA
50
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$1.57M +$182K +8,395 +11%

SAFE Hedge Fund Activity: Q4 2024 in Review

197 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Safehold (SAFE) for Q4 2024, worth a combined $919M — down 31% from $1.32B a quarter earlier.

Sellers outnumbered buyers: 35 funds closed out of SAFE and 25 opened new positions — a net loss of 10 holders — while 52 trimmed existing stakes and 80 added.

The largest buyer was Invesco, adding an estimated $10.6M. The largest seller was AEW Capital Management, exiting entirely with an estimated $28.9M sold.

  • 197 institutional investors held Safehold (SAFE) as of Q4 2024, down from 208 in Q3 2024.
  • Funds reported $919M of Safehold stock for Q4 2024, down 31% quarter-over-quarter.
  • 25 funds opened new Safehold positions in Q4 2024 and 35 closed out, a net change of -10 holders.
  • The largest Safehold buyer in Q4 2024 was Invesco, an estimated $10.6M added.
  • The largest Safehold seller in Q4 2024 was AEW Capital Management, an estimated $28.9M sold.

Based on aggregated 13F filings for Q4 2024.