Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Safehold Inc (SAFE)

213 + Investors. Track Smart Money conviction in SAFE. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +6
Streak
2Q ▲
Buyers last Q
55%

Smart Money Signals — SAFE

Based on 214 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added SAFE than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
214 hedge funds hold SAFE right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +5% more funds vs a year ago

fund count last 6Q
+10 new funds entered over the past year (+5% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 55% buying

113 buying92 selling
Last quarter: 113 funds bought or added vs 92 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~32 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 28 → 21 → 35 → 32. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

59% of holders stayed for 2+ years

■ 59% conviction (2yr+) ■ 22% medium ■ 19% new
126 out of 214 hedge funds have held SAFE for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
📈

Growing discovery — still being found

38 → 28 → 21 → 35 → 32 new funds/Q
New funds entering each quarter: 28 → 21 → 35 → 32. A growing number of institutions are discovering SAFE each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 66% veterans vs 23% newcomers

■ 66% veterans ■ 10% 1-2yr ■ 23% new
Entry-cohort mix of 220 holders: 146 (66%) are 2+ year veterans, 23 entered 1–2 years ago, and 51 (23%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 28% AUM from major funds

28% from top-100 AUM funds
41 of 214 holders rank in the top 100 by AUM, accounting for 28% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.6
out of 10
Low Exit Risk
Exit risk score 3.6/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — SAFE

In 2026 Q1, 113 hedge funds were net buyers of SAFE (32 opened a new position, 81 added to an existing one), while 92 reduced or exited (66 trimmed, 26 sold completely) — a 55% buyer ratio, indicating a slight buying edge. Net buying has persisted for two consecutive quarters, a positive momentum signal. 28% of total institutional value in SAFE is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +6 funds (more new holders than closures). Total institutional holders: 214.

Hedge Fund Ownership: SAFE

How many hedge funds hold SAFE — quarterly history vs. share price
Quarterly hedge fund ownership of SAFE vs. share price

Market Analysis: SAFE

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: SAFE

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Safehold Inc (SAFE) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much SAFE has moved relative to its sector benchmark (XLRE) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 80d ago
SAFE
nan%
XLRE
+7.7%

SAFE outperformed XLRE by nan% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 35d ago
SAFE
nan%
XLRE
+1.7%

Since the filing became public, SAFE outperformed XLRE by nan% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

23 top-rated funds 1 high-conviction
Consensus
6.0
/ 10
breadth
×
Elite
0.9
/ 10
conviction
Hedge Fund Positioning: SAFE
213 + Investors

Track Smart Money conviction in SAFE. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 213 208 2.4%
13F Shares 48M 46M 4.73%
Total Value $574M $625M -8.14%
New Positions 31 35 -4
Increased Positions 79 65 +14
Closed Positions 26 26 -
Reduced Positions 65 82 -17
Total Calls 3 3 -
Total Puts 3 4 -25.0%
PUT/CALL Ratio 1.0 1.33 Neutral

Statistics: SAFE

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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

213 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in SAFE. Verified SEC 13F-HR filings.

QUARTER:
Top 25 SAFE holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Msd Capital, L.P. 89.59% 5,782,745 $78.2M
2 Michelson Medical Research Foundation, Inc. 4.09% 297,477 $4.0M
3 MSD Partners, L.P. 3.66% 222,644 $3.0M
4 Long Pond Capital, LP 0.72% 553,703 $7.5M
5 Berkeley Capital Partners, LLC 0.52% 164,636 $2.2M
6 Denali Advisors LLC 0.47% 309,600 $4.2M
7 Aristotle Capital Boston, LLC 0.18% 211,815 $2.9M
8 Peregrine Capital Management LLC 0.16% 316,290 $4.3M
9 Inceptionr LLC 0.14% 42,148 $570K
10 NewEdge Wealth, LLC 0.12% 767,109 $10.4M
11 Guardsman Private Capital Management, INC. 0.11% 10,602 $143K
12 Sterneck Capital Management, LLC 0.06% 10,492 $142K
13 Nebula Research & Development LLC 0.06% 43,454 $676K
14 Infrastructure Capital Advisors, LLC 0.05% 57,833 $782K
15 Paralel Advisors LLC 0.05% 82,800 $1.1M
16 Campbell & CO Investment Adviser LLC 0.05% 59,642 $807K
17 AlphaQuest LLC 0.04% 52,575 $720K
18 Spinnaker Investment Group, LLC 0.04% 14,351 $194K
19 Angeles Wealth Management, LLC 0.04% 51,252 $703K
20 State of Wyoming 0.03% 19,001 $257K
21 Breakwater Capital Group 0.02% 13,279 $180K
22 CWA Asset Management Group, LLC 0.02% 49,884 $675K
23 Kennedy Capital Management LLC 0.02% 74,027 $1.0M
24 Gabelli Funds LLC 0.02% 217,271 $2.9M
25 NJ State Employees Deferred Compensation Plan 0.02% 10,000 $155K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Safehold Inc (SAFE)

What does the Smart Money Trend signal show for SAFE?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added SAFE than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for SAFE?

Slight buying edge — 55% buying: Last quarter: 113 funds bought or added vs 92 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for SAFE holders?

Strong quality — 28% AUM from major funds: 41 of 214 holders rank in the top 100 by AUM, accounting for 28% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held SAFE?

59% of holders stayed for 2+ years: 126 out of 214 hedge funds have held SAFE for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Safehold Inc (SAFE) following the 2026 Q1 hedge fund 13F filings?

As of today, SAFE has moved nan% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.7% for the XLRE sector ETF — an outperformance of nan%. Since the quarter end (March 31, 2026), SAFE has gained nan% vs +7.7% for XLRE. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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