SAFE SAFEHOLD INC

Ownership history in Berkeley Capital Partners, LLC  ·  10 quarters on record

This page tracks every 13F SEC filing in which Berkeley Capital Partners, LLC reported a position in SAFEHOLD INC (SAFE). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.66% (2025 Q1)
Avg. % of fund
0.39%
First filed
2023 Q3
Last filed
2025 Q4
Quarters held
10
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 157,073 +3,673 +2.4% 0.51% $2.2M $13.69
2025 Q3 ADDED 153,400 +21,201 +16.0% 0.56% $2.4M $15.29
2025 Q2 ADDED 132,199 +4,730 +3.7% 0.52% $2.1M $15.19
2025 Q1 ADDED 127,469 +62,172 +95.2% 0.66% $2.4M $18.06
2024 Q4 ADDED 65,297 +10,789 +19.8% 0.34% $1.2M $17.66
2024 Q3 ADDED 54,508 +18,060 +49.6% 0.41% $1.4M $24.82
2024 Q2 ADDED 36,448 +1,606 +4.6% 0.21% $703K $18.13
2024 Q1 ADDED 34,842 +2,206 +6.8% 0.22% $718K $19.19
2023 Q4 ADDED 32,636 +144 +0.4% 0.25% $764K $21.60
2023 Q3 INITIATED 32,492 0.21% $578K
% of Fund (quarterly)    SAFE price (monthly, adj. close)
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