SAFE Safehold Inc

Ownership history in MassMutual Private Wealth & Trust, FSB  ·  16 quarters on record

AI Ownership Summary

MassMutual Private Wealth & Trust, FSB reported Safehold Inc (SAFE) in 16 quarterly 13F filings from 2023 Q4 through 2026 Q1. The latest visible filing shows SAFE at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this SAFE ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was MassMutual Private Wealth & Trust, FSB's position in Safehold Inc, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

SAFE was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How MassMutual Private Wealth & Trust, FSB held SAFE — position size vs. price
% of Fund (quarterly)    SAFE price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 135 -24 -15.1% 0.00% $2K 2026-04-13 $15.12
2025 Q4 REDUCED 159 -161 -50.3% 0.00% $2K 2026-01-07 $14.20
2025 Q3 REDUCED 320 -91 -22.1% 0.00% $5K 2025-10-22 $15.43
2025 Q2 ADDED 411 +95 +30.1% 0.00% $6K 2025-07-09 $14.91
2025 Q1 REDUCED 316 -89 -22.0% 0.00% $6K 2025-04-01 $17.42
2024 Q4 UNCHANGED 405 0% 0.00% $7K 2025-01-16 $16.12
2024 Q3 UNCHANGED 405 0% 0.00% $11K 2024-10-02 $24.18
2024 Q2 REDUCED 405 -70 -14.7% 0.00% $8K 2024-07-02 $17.16
2024 Q1 UNCHANGED 475 0% 0.00% $10K 2024-04-09 $19.35
2023 Q4 ADDED 475 +345 +265.4% 0.00% $11K 2024-01-03 $20.97
6 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About MassMutual Private Wealth & Trust, FSB and SAFE

These are the practical questions this page is built to answer before you even open the full history table.

How long has MassMutual Private Wealth & Trust, FSB reported owning SAFE?

MassMutual Private Wealth & Trust, FSB reported SAFE across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported SAFE position in MassMutual Private Wealth & Trust, FSB's portfolio?

The largest reported portfolio weight for SAFE was 0.00% in 2023 Q4.

What is the latest reported SAFE position on this page?

The most recent filing on this page is 2026 Q1, when MassMutual Private Wealth & Trust, FSB reported 135 shares, equal to 0.00% of portfolio, with an estimated market value of $2K.

What does the chart on this SAFE ownership page compare?

The chart compares MassMutual Private Wealth & Trust, FSB's quarterly SAFE portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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