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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

42% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 24

3% more funds holding

Funds holding: 201208 (+7)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0.34% less ownership

Funds ownership: 66.74%66.4% (-0.34%)

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
+7
Holders Change %
+3.48%
% of All Funds
2.53%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
34
Increased
66
Reduced
81
Closed
24
Calls
$2.06M
Puts
$5.68M
Net Calls
-$3.63M
Net Calls Change
-$5.86M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$132M +$2.77M +194,692 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$103M -$851K -59,890 -0.8%
MC
3
MSD Capital
New York
$79.2M
T. Rowe Price Investment Management
4
T. Rowe Price Investment Management
Maryland
$53.4M -$4.67M -328,355 -8%
State Street
5
State Street
Massachusetts
$36.5M -$792K -55,741 -2%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$18.6M +$88.9K +6,255 +0.5%
NW
7
NewEdge Wealth
Pennsylvania
$13M -$4.31M -303,002 -24%
LPC
8
Long Pond Capital
New York
$12.9M +$13.4M +944,939 New
Morgan Stanley
9
Morgan Stanley
New York
$10.7M -$2.05M -144,136 -16%
AG
10
Algert Global
California
$10.3M +$3.81M +268,143 +55%
Charles Schwab
11
Charles Schwab
California
$9.84M -$267K -18,807 -3%
Northern Trust
12
Northern Trust
Illinois
$7.71M -$4.79M -337,334 -37%
JP Morgan Chase
13
JP Morgan Chase
New York
$7.7M -$12.1M -848,559 -60%
AQR Capital Management
14
AQR Capital Management
Connecticut
$6.06M -$1.71M -120,115 -21%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$5.54M +$105K +7,397 +2%
Deutsche Bank
16
Deutsche Bank
Germany
$5.07M +$4.06M +285,920 +340%
PCM
17
Peregrine Capital Management
Minnesota
$4.75M +$337K +23,699 +7%
Legal & General Group
18
Legal & General Group
United Kingdom
$4.66M +$339K +23,879 +8%
Prudential Financial
19
Prudential Financial
New Jersey
$4.61M +$672K +47,312 +16%
MMRF
20
Michelson Medical Research Foundation
California
$4.07M
Balyasny Asset Management
21
Balyasny Asset Management
Illinois
$3.89M +$2.62M +184,532 +185%
Principal Financial Group
22
Principal Financial Group
Iowa
$3.86M +$256K +17,998 +7%
Goldman Sachs
23
Goldman Sachs
New York
$3.81M -$2.89M -203,104 -42%
Ameriprise
24
Ameriprise
Minnesota
$3.61M +$2.42M +170,206 +182%
Invesco
25
Invesco
Georgia
$3.57M -$5.1M -358,740 -58%