SAFE

Safehold

206 hedge funds and large institutions have $653M invested in Safehold in 2025 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 66 increasing their positions, 80 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more funds holding in top 10

Funds holding in top 10:

less ownership

Funds ownership:

12% less capital invested

Capital invested by funds: $741M → $653M (-$88.1M)

18% less repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 80

64% less call options, than puts

Call options by funds: $2.06M | Put options by funds: $5.68M

Holders
206
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$2.06M
Puts
$5.68M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EWA
176
EverSource Wealth Advisors
Alabama
$4.38K
AF
177
Allworth Financial
California
$4.22K
AAP
178
Arax Advisory Partners
Colorado
$3.77K
RIL
179
Rothschild Investment LLC
Illinois
$3.53K
LFG
180
Larson Financial Group
Missouri
$3.33K
FC
181
Financial Consulate
Maryland
$3.23K
CAM
182
Costello Asset Management
Pennsylvania
$2.74K
FFO
183
Fortitude Family Office
Arizona
$2.71K
MPWT
184
MassMutual Private Wealth & Trust
Connecticut
$2.18K
NA
185
NewEdge Advisors
Louisiana
$1.45K
C
186
Covestor
United Kingdom
$1K
Northwestern Mutual Wealth Management
187
Northwestern Mutual Wealth Management
Wisconsin
$890
PWPS
188
Pinnacle Wealth Planning Services
Ohio
$862
SS
189
Sunbelt Securities
Texas
$808
UB
190
UMB Bank
Missouri
$767
IA
191
IFP Advisors
Florida
$657
GRP
192
Global Retirement Partners
California
$630
NSIM
193
North Star Investment Management
Illinois
$493
CFFP
194
Center for Financial Planning
Michigan
$356
B
195
Bayban
Minnesota
$315
SAM
196
Smartleaf Asset Management
Massachusetts
$299
TFA
197
Transamerica Financial Advisors
Florida
$194
Rockefeller Capital Management
198
Rockefeller Capital Management
New York
$151
PFBT
199
Parkside Financial Bank & Trust
Missouri
$151
CIBC Private Wealth Group
200
CIBC Private Wealth Group
Georgia
$151