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SAFE

Safehold

216 hedge funds and large institutions have $655M invested in Safehold in 2026 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 79 increasing their positions, 67 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 20

18% more repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 67

4% more funds holding

Funds holding: 208216 (+8)

0.98% more ownership

Funds ownership: 66.4%67.37% (+0.98%)

0% more capital invested

Capital invested by funds: $653M → $655M (+$1.82M)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

24% less call options, than puts

Call options by funds: $1.99M | Put options by funds: $2.61M

Holders
216
Holders Change
+8
Holders Change %
+3.85%
% of All Funds
2.66%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
33
Increased
79
Reduced
67
Closed
20
Calls
$1.99M
Puts
$2.61M
Net Calls
-$622K
Net Calls Change
+$3M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$132M +$1.03M +69,694 +0.7%
MC
2
MSD Capital
New York
$78.2M
VPM
3
Vanguard Portfolio Management
Pennsylvania
$67.6M +$74M +4,996,020 New
T. Rowe Price Investment Management
4
T. Rowe Price Investment Management
Maryland
$52.8M +$22.9K +1,543 +0%
State Street
5
State Street
Massachusetts
$35.7M -$377K -25,430 -1%
VCM
6
Vanguard Capital Management
Pennsylvania
$30.7M +$33.6M +2,267,206 New
Geode Capital Management
7
Geode Capital Management
Massachusetts
$18.3M -$2.15K -145 -0%
Ameriprise
8
Ameriprise
Minnesota
$13.6M +$11M +744,573 +282%
Morgan Stanley
9
Morgan Stanley
New York
$11.6M +$1.08M +73,171 +9%
JP Morgan Chase
10
JP Morgan Chase
New York
$11.1M +$3.74M +252,246 +45%
AG
11
Algert Global
California
$10.8M +$685K +46,200 +6%
Charles Schwab
12
Charles Schwab
California
$10.8M +$1.18M +79,512 +11%
NW
13
NewEdge Wealth
Pennsylvania
$10.4M -$2.76M -186,089 -20%
Northern Trust
14
Northern Trust
Illinois
$8.33M +$771K +52,018 +9%
LPC
15
Long Pond Capital
New York
$7.49M -$5.8M -391,236 -41%
AQR Capital Management
16
AQR Capital Management
Connecticut
$6.04M +$52.7K +3,555 +0.8%
UBS AM
17
UBS AM
Illinois
$5.67M +$6.18M +417,033 +18,235%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$5.36M -$126K -8,485 -2%
Bank of America
19
Bank of America
North Carolina
$4.56M +$2.62M +177,001 +110%
Prudential Financial
20
Prudential Financial
New Jersey
$4.55M -$6.96K -470 -0.1%
First Trust Advisors
21
First Trust Advisors
Illinois
$4.29M +$1.59M +107,544 +51%
PCM
22
Peregrine Capital Management
Minnesota
$4.28M -$452K -30,528 -9%
DA
23
Denali Advisors
California
$4.19M +$3.23M +217,700 +237%
VFT
24
Vanguard Fiduciary Trust
Pennsylvania
$4.18M +$4.57M +308,652 New
Legal & General Group
25
Legal & General Group
United Kingdom
$4.12M -$523K -35,302 -10%