SAFE

Safehold Inc
Real EstateUSCUSIP 78646V107◍ Confluence graph
Tracked 13F Holders
192
-103 QoQ
13F Value (tracked)
$507.2M
Insider Net · 180d
$0
0↑ 0↓
Recent Filings
15
Smart-money sentimentMixed
BearishBullish
13F funds (latest Q)21 adding · 13 trimming
Insider net (180d)$0

Who owns SAFE?

192 tracked 13F filers

192 tracked 13F filers disclose a position in SAFE as of the latest SEC 13F filings, a combined $507.2M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

All quarters use one ordinary-share-equivalent series. Historical ADS are converted at 2 ADS = 1 ordinary share. Expand a row for the exact calculation; the residual is not classified as a trade.
3 source-reported value rows are withheld because the reported units do not agree with same-security peers. Share counts remain visible and unchanged.
#FundPosition valueSharesLast moveAs ofHistory
1BlackRock, Inc.
$131.8M
9.7M
+0.7%
Added · +70K sh
Q1 2026
2VANGUARD PORTFOLIO MANAGEMENT LLC
$67.6M
5.0M
First observed position
No prior filed position
Q1 2026
3T. Rowe Price Investment Management, Inc.
Withheld
3.9M
~0%
Added · +2K sh
Q1 2026
4STATE STREET CORP
$41.2M
2.6M
−0.4%
Reduced · −11K sh
Q2 2026
5VANGUARD CAPITAL MANAGEMENT LLC
$30.7M
2.3M
First observed position
No prior filed position
Q1 2026
6GEODE CAPITAL MANAGEMENT, LLC
$23.1M
1.5M
+8.4%
Added · +114K sh
Q2 2026
7AMERIPRISE FINANCIAL INC
$13.6M
1.0M
+282%
Added · +745K sh
Q1 2026
8MORGAN STANLEY
$11.6M
857K
+9.3%
Added · +73K sh
Q1 2026
9JPMORGAN CHASE & CO
$11.1M
815K
+45%
Added · +252K sh
Q1 2026
10CHARLES SCHWAB INVESTMENT MANAGEMENT INC
$10.8M
798K
+11%
Added · +80K sh
Q1 2026
11NewEdge Wealth, LLC
$10.5M
671K
−13%
Reduced · −96K sh
Q2 2026
12NORTHERN TRUST CORP
$8.3M
616K
+9.2%
Added · +52K sh
Q1 2026
13ALGERT GLOBAL LLC
$9.5M
608K
−24%
Reduced · −192K sh
Q2 2026
14AQR CAPITAL MANAGEMENT LLC
$6.0M
446K
+0.8%
Added · +4K sh
Q1 2026
15UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME
$5.7M
419K
183×
Added · +417K sh
Q1 2026
16Bank of New York Mellon Corp
$5.4M
396K
−2.1%
Reduced · −8K sh
Q1 2026
17BANK OF AMERICA CORP /DE/
$4.6M
337K
+110%
Added · +177K sh
Q1 2026
18PRUDENTIAL FINANCIAL INC
$4.5M
336K
−0.1%
Reduced · −470 sh
Q1 2026
19FIRST TRUST ADVISORS LP
$4.3M
317K
+51%
Added · +108K sh
Q1 2026
20PEREGRINE CAPITAL MANAGEMENT LLC
$4.3M
316K
−8.8%
Reduced · −31K sh
Q1 2026
21DENALI ADVISORS LLC
$4.9M
310K
Held
Q2 2026
22VANGUARD FIDUCIARY TRUST CO
$4.2M
309K
First observed position
No prior filed position
Q1 2026
23Legal & General Group Plc
$4.1M
305K
−10%
Reduced · −35K sh
Q1 2026
24State of New Jersey Common Pension Fund D
$4.7M
302K
+35%
Added · +78K sh
Q2 2026
25PRINCIPAL FINANCIAL GROUP INC
$3.9M
289K
+2.5%
Added · +7K sh
Q1 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Is SAFE being bought or sold by institutions?

Last quarter, 5 funds opened a new position in SAFE and 16 added to an existing one, while 13 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened (NEW)
5
funds
Added
16
funds
Reduced
13
funds
Exited
0
funds

Funds that own SAFE also own

CompanyCo-held byCombined value
APPLE INCAAPL93 funds$213.1B
MICROSOFT CORPMSFT93 funds$188.3B
ELI LILLY & COLLY93 funds$55.2B
NVIDIA CORPNVDA92 funds$279.9B
AMAZON.COM INCAMZN92 funds$136.0B
ALPHABET INC-CL AGOOGL92 funds$105.2B
META PLATFORMS INC-CLASS AMETA92 funds$80.0B
MICRON TECHNOLOGY INCMU92 funds$25.3B
LAM RESEARCH CORPLRCX91 funds$23.6B
BROADCOM INCAVGO90 funds$111.5B
NETFLIX INCNFLX90 funds$32.4B
COSTCO WHOLESALE CORPCOST90 funds$25.8B

Ranked by how many of SAFE's institutional holders also hold each name, a cross-fund conviction signal.

Insider activity (Form 4)

Full insider page →
Buys · 180d
$0
0 insiders
Sells · 180d
$0
0 insiders
Net
$0
0 P/S txns
Signal
Mixed
open-market
DateInsiderRoleActionSharesValue
Dec 19, 2023NYDICK JAY SDirectorSell (S)8K$185K
Dec 18, 2023NYDICK JAY SDirectorSell (S)11K$242K
Dec 12, 2023JOSEPHS ROBINDirectorSell (S)1K$25K
Aug 8, 2023SUGARMAN JAYCHAIRMAN AND CEO, DirectorBuy (P)65K$1.4M
May 26, 2023SUGARMAN JAYCHAIRMAN AND CEO, DirectorBuy (P)8K$205K
May 26, 2023SUGARMAN JAYCHAIRMAN AND CEO, DirectorBuy (P)2K$41K
May 11, 2023RIDINGS BARRY WDirectorBuy (P)2K$50K
May 11, 2023RIDINGS BARRY WDirectorBuy (P)2K$50K
May 11, 2023RIDINGS BARRY WDirectorBuy (P)3K$75K
May 5, 2023SUGARMAN JAYCHAIRMAN AND CEO, DirectorBuy (P)1K$28K
May 4, 2023SUGARMAN JAYCHAIRMAN AND CEO, DirectorBuy (P)1K$32K
May 3, 2023SUGARMAN JAYCHAIRMAN AND CEO, DirectorBuy (P)1K$30K

Institutional ownership over time

78 funds-75 since Q3 2024
091181Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
funds holding aggregate valuelatest $113.9M · 1 values withheld

Recent filings

15 shown

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Connected entities for SAFE

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Ask your agent what changed in SAFE

This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/SAFE/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for SAFE.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for SAFE. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.