SAFE

Safehold
SAFE

Overview Fund Activity

184 hedge funds and large institutions have $949M invested in Safehold in 2024 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 64 increasing their positions, 58 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
184
Holders Change
+1
Holders Change %
+0.55%
% of All Funds
2.68%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
25
Increased
64
Reduced
58
Closed
23
Calls
$3.94M
Puts
$4.55M
Net Calls
-$610K
Net Calls Change
+$1.13M

Top Buyers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$71.9M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$11M
3
LPC
Long Pond Capital
New York
$51.4M
4
BlackRock
BlackRock
New York
$170M
5
UIC
Uniplan Investment Counsel
Wisconsin
$3.44M

Top Sellers

1
UBS Group
UBS Group
Switzerland
$1.97M
2
American Century Companies
American Century Companies
Missouri
$0
3
EP
Edgestream Partners
New Jersey
$0
4
MIIM
Mesirow Institutional Investment Management
Illinois
$9.37M
5
UBS AM
UBS AM
Illinois
$1.84M
Name Holding Trade Value Shares
Change 		Shares
Change %
Mirae Asset Global Investments
151
Mirae Asset Global Investments
South Korea
$25.5K +$25.5K +1,331 New
Osaic Holdings
152
Osaic Holdings
Arizona
$24.1K +$13.9K +721 +136%
VCM
153
Versant Capital Management
Arizona
$19.3K -$7.79K -404 -29%
FFA
154
Farther Finance Advisors
California
$16.6K +$2.05K +110 +14%
GI
155
GAMMA Investing
California
$16.3K -$24.7K -1,280 -60%
US Bancorp
156
US Bancorp
Minnesota
$11.5K -$12.2K -630 -51%
AAP
157
Arax Advisory Partners
Colorado
$10K +$10K +519 New
EWA
158
EverSource Wealth Advisors
Alabama
$9.42K – – –
MPWT
159
MassMutual Private Wealth & Trust
Connecticut
$7.81K -$1.35K -70 -15%
CAL
160
Capital Analysts LLC
Pennsylvania
$7K +$20 +1 +0.3%
NS
161
NBC Securities
Alabama
$5K – – –
SAM
162
Smartleaf Asset Management
Massachusetts
$2.53K +$2.53K +132 New
NA
163
NewEdge Advisors
Louisiana
$2.24K – – –
UB
164
UMB Bank
Missouri
$1.79K +$1.49K +77 +481%
QCG
165
Quadrant Capital Group
Ohio
$1.74K – – –
Northwestern Mutual Wealth Management
166
Northwestern Mutual Wealth Management
Wisconsin
$1.25K -$1.16K -60 -48%
PWMG
167
Private Wealth Management Group
New Jersey
$1.06K – – –
S
168
SignatureFD
Georgia
$1.02K – – –
CAL
169
Capital Advisors Ltd
Ohio
$1K – – –
AF
170
Advisornet Financial
Minnesota
$965 +$965 +50 New
AF
171
Allworth Financial
California
$860 – – –
PA
172
Parallel Advisors
California
$656 – – –
PFBT
173
Parkside Financial Bank & Trust
Missouri
$521 – – –
RIL
174
Rothschild Investment LLC
Illinois
$482 +$386 +20 +400%
ACM
175
Accent Capital Management
Ohio
$424 +$424 +22 New
5 6
7
8 9