SAFE — SAFEHOLD INC

Ownership history in NewEdge Wealth, LLC  ·  19 quarters on record

This page tracks every 13F SEC filing in which NewEdge Wealth, 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
5.47% (2021 Q3)
Avg. % of fund
2.01%
First filed
2021 Q2
Last filed
2025 Q4
Quarters held
19
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 953,198 -303,002 -24.1% 0.15% $13.0M $13.69
2025 Q3 REDUCED 1,256,200 -473,226 -27.4% 0.26% $18.1M $15.29
2025 Q2 REDUCED 1,729,426 -395,861 -18.6% 0.37% $23.7M $15.19
2025 Q1 REDUCED 2,125,287 -218,073 -9.3% 0.72% $39.8M $18.06
15 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    SAFE price (monthly, adj. close)

Other funds also holding SAFE

As of 2025 Q4 — sorted by position size

MSD CAPITAL, L.P. 3Y 7Y 89.11% Michelson Medical Research Foundation, Inc. 3Y 4.08% MSD Partners, L.P. 3Y 7Y 2.81% Long Pond Capital, LP 3Y 7Y 1.52% Addison Capital Co 3Y 7Y 0.61% Berkeley Capital Partners, LLC 3Y 7Y 0.51% Aristotle Capital Boston, LLC 3Y 7Y 0.19% ALGERT GLOBAL LLC 3Y 7Y 0.16% PEREGRINE CAPITAL MANAGEMENT LLC 3Y 7Y 0.15% DENALI ADVISORS LLC 3Y 7Y 0.14%
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