Safehold Inc.

SAFE

Exchange: NYSE
Industry: Real Estate Investment Trusts
SEC CIK: 0001095651

SEC filings (opens in a new tab)

In the last 90 days, Safehold Inc. insiders filed 0 open-market purchases and 1 sale; 215 institutions reported holding it in 13F filings for Q2 2026, worth $764.4M in total; no superinvestor holds it.

Q1 2026 vs. Q4 2025

How the institutions holding Safehold Inc. changed between Q4 2025 and Q1 2026.

All holders in Q1 2026 All holders in Q4 2025

13F holders of SAFE: Q4 2025 compared with Q1 2026
Measure	Q4 2025	Of which not filed for Q1 2026	Q1 2026	Change
Holders	208	4	217	+13
Shares	47.6M	7.55M	48.4M	+8.27M (+20.6%)
Value	$652.8M	$103.4M	$654.8M	+$105.4M (+19.2%)

4 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so the changes leave them out.

New holders (33)

Institutions that held Safehold Inc. at the end of Q1 2026 but not at the end of Q4 2025.

Institutions new to SAFE in Q1 2026
Institution	Shares	Value	% of portfolio
Vanguard Portfolio Management LLC	4,996,020	$67.6M	0.00%
Vanguard Capital Management LLC	2,267,206	$30.7M	0.00%
Vanguard Fiduciary Trust Co	308,652	$4.18M	0.00%
CWA Asset Management Group, LLC	49,884	$674.9K	0.02%
Vanguard Investments Australia, Ltd.	47,658	$644.8K	0.00%
Renaissance Technologies LLC	31,857	$431.0K	0.00%
Two Sigma Investments, LP	29,757	$402.6K	0.00%
Vanguard Asset Management, Ltd	28,550	$386.3K	0.00%
Graham Capital Management, L.P.	26,710	$361.4K	0.01%
JustInvest LLC	20,380	$275.7K	0.00%
Vanguard Global Advisers, LLC	19,178	$259.5K	0.00%
State of Wyoming	19,001	$257.1K	0.03%
Jupiter Asset Management Ltd	17,646	$238.8K	0.00%
Universal- Beteiligungs- und Servicegesellschaft mbH	15,093	$204.2K	0.00%
Breakwater Capital Group	13,279	$179.7K	0.02%
Caxton Associates LLP	12,390	$167.6K	0.00%
CI Private Wealth, LLC	11,102	$129.8K	0.00%
Vestcor Inc	9,182	$124.0K	0.00%
IFM Investors Pty Ltd	9,003	$121.8K	0.00%
Bessemer Group Inc	702	$10.0K	0.00%
New England Capital Financial Advisors LLC	500	$6.76K	0.00%
Kemnay Advisory Services Inc.	459	$6.21K	0.00%
Quarry LP	376	$5.09K	0.00%
JPL Wealth Management, LLC	104	$1.41K	0.00%
Twin Peaks Wealth Advisors, LLC	95	$1.28K	0.00%
Investors Portfolio Services LLC	39	$572	0.00%
Keating Financial Advisory Services, Inc.	37	$501	0.00%
Bell Investment Advisors, Inc	33	$447	0.00%
Wealth Preservation Advisors, LLC	24	$325	0.00%
Root Financial Partners, LLC	17	$230	0.00%
Stone House Investment Management, LLC	11	$149	0.00%
Abound Wealth Management	10	$136	0.00%
Strategic Investment Solutions, Inc.	4	$54	0.00%

Sold out (20)

Institutions that held Safehold Inc. at the end of Q4 2025 and filed for Q1 2026 without it.

Institutions that sold out of SAFE in Q1 2026
Institution	Shares, Q4 2025	Value, Q4 2025
ExodusPoint Capital Management, LP	187,539	$2.57M
Addison Capital Co	179,465	$2.46M
Millennium Management LLC	165,446	$2.26M
Point72 Asset Management, L.P.	108,719	$1.49M
Jump Financial, LLC	65,648	$898.7K
Quest Partners LLC	52,575	$719.8K
D. E. Shaw & Co., Inc.	37,443	$512.6K
Highland Capital Management Fund Advisors, L.P.	37,256	$510.0K
Marshall Wace, LLP	28,961	$396.5K
Gsa Capital Partners LLP	27,739	$380.0K
Natixis	27,000	$369.6K
Guggenheim Capital LLC	22,758	$311.6K
XTX Topco Ltd	22,449	$307.3K
Allspring Global Investments Holdings, LLC	20,257	$276.1K
EntryPoint Capital, LLC	16,841	$230.6K
Dark Forest Capital Management LP	13,657	$187.0K
Verition Fund Management LLC	12,300	$168.4K
ProShare Advisors LLC	10,806	$147.9K
North Star Investment Management Corp.	36	$493
Bayban	23	$315

Not filed for Q1 2026 yet (4)

Institutions that held Safehold Inc. at the end of Q4 2025 and haven't filed a 13F for Q1 2026. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding SAFE in Q4 2025 that haven't filed for Q1 2026
Institution	Shares, Q4 2025	Value, Q4 2025
Vanguard Group Inc	7,539,171	$103.2M
Comerica Bank	11,918	$163.2K
Global Retirement Partners, LLC	46	$630
CIBC Private Wealth Group, LLC	11	$151