SAFE

Safehold

204 hedge funds and large institutions have $651M invested in Safehold in 2025 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 65 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 → $651M (-$89.7M)

19% less repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 80

64% less call options, than puts

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

Holders
204
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
AF
176
Allworth Financial
California
$4.22K
AAP
177
Arax Advisory Partners
Colorado
$3.77K
RIL
178
Rothschild Investment LLC
Illinois
$3.53K
LFG
179
Larson Financial Group
Missouri
$3.33K
FC
180
Financial Consulate
Maryland
$3.23K
CAM
181
Costello Asset Management
Pennsylvania
$2.74K
FFO
182
Fortitude Family Office
Arizona
$2.71K
MPWT
183
MassMutual Private Wealth & Trust
Connecticut
$2.18K
NA
184
NewEdge Advisors
Louisiana
$1.45K
C
185
Covestor
United Kingdom
$1K
Northwestern Mutual Wealth Management
186
Northwestern Mutual Wealth Management
Wisconsin
$890
PWPS
187
Pinnacle Wealth Planning Services
Ohio
$862
SS
188
Sunbelt Securities
Texas
$808
UB
189
UMB Bank
Missouri
$767
IA
190
IFP Advisors
Florida
$657
GRP
191
Global Retirement Partners
California
$630
NSIM
192
North Star Investment Management
Illinois
$493
CFFP
193
Center for Financial Planning
Michigan
$356
SAM
194
Smartleaf Asset Management
Massachusetts
$299
TFA
195
Transamerica Financial Advisors
Florida
$194
Rockefeller Capital Management
196
Rockefeller Capital Management
New York
$151
PFBT
197
Parkside Financial Bank & Trust
Missouri
$151
CIBC Private Wealth Group
198
CIBC Private Wealth Group
Georgia
$151
MCM
199
MAI Capital Management
Ohio
$83
AW
200
Ankerstar Wealth
Texas
$69