SAFE
Safehold Inc. · Real Estate · REIT - Diversified
Momentum inputs (comparable managers):
holder breadth +8.3% ·
share flow +1.5% ·
net new positions +7.7%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2025
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 75 | -3 | 27.13M | $426.74M | +4 | −8 |
| Q1 2026 | 82 | -2 | 26.91M | $364.59M | +4 | −6 |
| Q4 2025 | 84 | +2 | 31.07M | $425.84M | +2 | — |
| Q3 2025 | 13 | -2 | 26.33M | $408.33M | — | −3 |
| Q2 2025 | 13 | +1 | 21.77M | $339.25M | +2 | −1 |
| Q1 2025 | 9 | -2 | 4.56M | $85.83M | +1 | −3 |
| Q4 2024 | 11 | +3 | 4.72M | $87.66M | +3 | — |
| Q3 2024 | 7 | -1 | 1.75M | $45.96M | +1 | −2 |
| Q2 2024 | 8 | — | 1.81M | $34.99M | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (passive) | 9.18M | — | $142.79M | 0.0% | n/c | 1 | SEC ↗ ×15 |
| 2 | The Vanguard Group ✦ (passive) | 7.70M | — | $119.87M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 3 | State Street Global Advisors ✦ (passive) | 2.73M | +3.9% | $43.00M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Geode Capital Management ✦ (passive) | 1.34M | +5.2% | $20.88M | 0.0% | ▲ Add | 5 | SEC ↗ ×2 |
| 5 | AQR Capital Management ✦ | 312.01K | +59.6% | $4.85M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 6 | Arrowstreet Capital ✦ | 175.54K | -14.3% | $2.73M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 7 | Citadel Advisors ✦ | 147.23K | +138.8% | $2.29M | 0.0% | ▲ Add | 5 | SEC ↗ ×2 |
| 8 | T. Rowe Price ✦ | 52.69K | +6.5% | $820,000 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 9 | Norges Bank ✦ (passive) | 40.06K | -49.2% | $623,271 | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 10 | D. E. Shaw & Co. ✦ | 33.24K | New | $517,199 | 0.0% | New | 1 | SEC ↗ |
| 11 | Millennium Management ✦ | 24.13K | New | $375,447 | 0.0% | New | 1 | SEC ↗ |
| 12 | Fidelity (FMR) ✦ | 19.98K | — | $310,854 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 13 | Two Sigma Investments ✦ | 11.70K | -61.8% | $182,068 | 0.0% | ▼ Trim | 5 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| D. E. Shaw & Co. | $517,199 | 0.0% |
| Millennium Management | $375,447 | 0.0% |
Exited
| Point72 Asset Management | $600,013 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 213 holders, 47.53M shares, $569.39M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.
Open-market purchases (P)
No open-market insider purchases in our coverage window.
Open-market sales (S)
Director · 9.50K sh · $138,348
Awards, exercises and tax withholding are never counted as buys or sales here. Methodology