SAFE

Safehold

208 hedge funds and large institutions have $653M invested in Safehold in 2025 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 66 increasing their positions, 81 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)

19% less repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 81

64% less call options, than puts

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

Holders
208
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
PFBT
201
Parkside Financial Bank & Trust
Missouri
$151
CIBC Private Wealth Group
202
CIBC Private Wealth Group
Georgia
$151
MCM
203
MAI Capital Management
Ohio
$83
AW
204
Ankerstar Wealth
Texas
$69
DF
205
Dunhill Financial
United Kingdom
$40
Toronto Dominion Bank
206
Toronto Dominion Bank
Ontario, Canada
$26
GWM
207
Gilpin Wealth Management
Colorado
$14
HNB
208
Huntington National Bank
Ohio
$8
BIC
209
B&I Capital
Switzerland
CAMG
210
CWA Asset Management Group
Florida
Simplex Trading
211
Simplex Trading
Illinois
SSA
212
Schonfeld Strategic Advisors
New York
Squarepoint
213
Squarepoint
New York
IMPI
214
Ilmarinen Mutual Pension Insurance
Finland
Handelsbanken Fonder
215
Handelsbanken Fonder
Sweden
AHL
216
Abel Hall LLC
Louisiana
Natixis Advisors
217
Natixis Advisors
Massachusetts
SIC
218
Sage Investment Counsel
Tennessee
VPIM
219
Vanguard Personalized Indexing Management
California
NSEDCP
220
NJ State Employees Deferred Compensation Plan
New Jersey
ASN
221
Advisory Services Network
Georgia
CA
222
Clearstead Advisors
Ohio
PWA
223
Physician Wealth Advisors
Utah
WSFS
224
Wilmington Savings Fund Society
Delaware
WANY
225
Wealthspire Advisors (New York)
New York