SAFE
Safehold Inc. · Real Estate · REIT - Diversified
Señales de momentum (gestores comparables):
amplitud de titulares +2.4% ·
flujo de acciones -7.1% ·
nuevas posiciones netas +2.4%
— fórmula
Fragmentación de la titularidad — más titulares, participación agregada menor
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q4 2025
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| 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 | — | — |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (pasivo) | 9.67M | +2.1% | $132.36M | 0.0% | ▲ Add | 3 | SEC ↗ ×15 |
| 2 | The Vanguard Group ✦ (pasivo) | 7.54M | -0.8% | $103.21M | 0.0% | ▼ Trim | 3 | SEC ↗ ×5 |
| 3 | State Street Global Advisors ✦ (pasivo) | 2.63M | -2.1% | $36.50M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 4 | Geode Capital Management ✦ (pasivo) | 1.36M | +0.5% | $18.56M | 0.0% | ▲ Add | 7 | SEC ↗ ×2 |
| 5 | Morgan Stanley ✦ | 783.77K | -15.5% | $10.73M | 0.0% | ▼ Trim | 2 | SEC ↗ ×11 |
| 6 | Charles Schwab Investment… | 718.66K | — | $9.84M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Northern Trust Corp | 563.54K | — | $7.71M | 0.0% | n/c | 1 | SEC ↗ ×8 |
| 8 | JPMorgan Chase ✦ | 562.60K | -80.1% | $7.70M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 9 | AQR Capital Management ✦ | 442.72K | -21.3% | $6.06M | 0.0% | ▼ Trim | 5 | SEC ↗ ×5 |
| 10 | Bank of New York Mellon Corp | 404.44K | — | $5.54M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 11 | Deutsche Bank Ag\ | 370.04K | — | $5.07M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 12 | Legal & General Group Plc | 340.11K | — | $4.66M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 13 | Prudential Financial Inc | 336.55K | — | $4.61M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 14 | Balyasny Asset Management L.P. | 284.07K | — | $3.89M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Principal Financial Group Inc | 282.14K | — | $3.86M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 16 | Goldman Sachs Group ✦ | 278.56K | -42.2% | $3.81M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 17 | Ameriprise Financial Inc | 263.80K | — | $3.61M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 18 | Invesco Ltd. | 260.97K | — | $3.57M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 19 | Citadel Advisors ✦ | 259.96K | +191.2% | $3.56M | 0.0% | ▲ Add | 7 | SEC ↗ ×2 |
| 20 | Hsbc Holdings Plc | 245.21K | — | $3.35M | 0.0% | n/c | 1 | SEC ↗ ×6 |
| 21 | Tudor Investment Corp Et Al | 223.68K | — | $3.06M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Sei Investments Co | 223.40K | — | $3.06M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 23 | Russell Investments Group, Ltd. | 209.71K | — | $2.87M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 24 | First Trust Advisors Lp | 209.63K | — | $2.87M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Millennium Management ✦ | 165.45K | -30.3% | $2.26M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | Bank Of America Corp /De/ | 160.28K | — | $2.19M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 27 | Rhumbline Advisers | 146.67K | — | $2.01M | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Nuveen, LLC | 128.16K | — | $1.75M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 29 | Quantinno Capital Management LP | 115.29K | — | $1.58M | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Point72 Asset Management ✦ | 108.72K | Nuevo | $1.49M | 0.0% | New | 1 | SEC ↗ |
| 31 | UBS Group AG | 99.02K | — | $1.36M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 32 | Barclays Plc | 95.68K | — | $1.31M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 33 | Hrt Financial Lp | 95.00K | — | $1.30M | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Swiss National Bank | 92.01K | — | $1.26M | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Cerity Partners LLC | 89.31K | — | $1.22M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 36 | Wells Fargo & Company/Mn | 84.68K | — | $1.16M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 37 | Alliancebernstein L.P. | 75.23K | — | $1.03M | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Man Group plc | 73.66K | — | $1.01M | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Nomura Asset Management Co Ltd | 68.50K | — | $937,765 | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Asset Management One Co., Ltd. | 67.34K | — | $926,543 | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Jane Street Group, Llc | 58.16K | — | $796,265 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 42 | T. Rowe Price ✦ | 56.78K | +2.8% | $778,000 | 0.0% | ▲ Add | 7 | SEC ↗ |
| 43 | Sumitomo Mitsui Trust Group, Inc. | 47.59K | — | $651,493 | 0.0% | n/c | 1 | SEC ↗ |
| 44 | California State Teachers… | 43.82K | — | $599,868 | 0.0% | n/c | 1 | SEC ↗ |
| 45 | Susquehanna International Group, Llp | 42.45K | — | $581,154 | 0.0% | n/c | 1 | SEC ↗ |
| 46 | Royal Bank Of Canada | 41.02K | — | $562,000 | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 47 | Franklin Resources Inc | 39.58K | — | $541,809 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 48 | Amundi | 38.77K | — | $530,816 | 0.0% | n/c | 1 | SEC ↗ |
| 49 | D. E. Shaw & Co. ✦ | 37.44K | +82.0% | $512,595 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 50 | New York State Common Retirement… | 37.02K | — | $506,776 | 0.0% | n/c | 1 | SEC ↗ |
| 51 | Mitsubishi UFJ Asset Management… | 37.16K | — | $506,518 | 0.0% | n/c | 1 | SEC ↗ |
| 52 | Raymond James Financial Inc | 33.43K | — | $457,670 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 53 | Marshall Wace ✦ | 28.96K | Nuevo | $396,477 | 0.0% | New | 1 | SEC ↗ ×2 |
| 54 | Zurcher Kantonalbank (Zurich… | 27.54K | — | $377,077 | 0.0% | n/c | 1 | SEC ↗ |
| 55 | Fidelity (FMR) ✦ | 26.58K | +14.7% | $363,822 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 56 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 26.07K | — | $356,844 | 0.0% | n/c | 1 | SEC ↗ |
| 57 | IMC-Chicago, LLC | 25.66K | — | $351,354 | 0.0% | n/c | 1 | SEC ↗ |
| 58 | Bnp Paribas Financial Markets | 25.62K | — | $350,710 | 0.0% | n/c | 1 | SEC ↗ |
| 59 | Citigroup Inc | 25.25K | — | $345,631 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 60 | State Of Wisconsin Investment Board | 22.92K | — | $313,720 | 0.0% | n/c | 1 | SEC ↗ |
| 61 | Manufacturers Life Insurance… | 22.70K | — | $310,722 | 0.0% | n/c | 1 | SEC ↗ |
| 62 | Allspring Global Investments… | 20.26K | — | $276,102 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 63 | Janus Henderson Group Plc | 19.89K | — | $272,407 | 0.0% | n/c | 1 | SEC ↗ |
| 64 | Aberdeen Group plc | 19.89K | — | $272,321 | 0.0% | n/c | 1 | SEC ↗ |
| 65 | Daiwa Securities Group Inc. | 17.09K | — | $234,000 | 0.0% | n/c | 1 | SEC ↗ |
| 66 | Wealth Enhancement Advisory… | 16.34K | — | $233,603 | 0.0% | n/c | 1 | SEC ↗ |
| 67 | Cwm, Llc | 16.07K | — | $220,000 | 0.0% | n/c | 1 | SEC ↗ |
| 68 | Mercer Global Advisors Inc /Adv | 13.54K | — | $185,295 | 0.0% | n/c | 1 | SEC ↗ |
| 69 | Mariner, LLC | 12.96K | — | $176,992 | 0.0% | n/c | 1 | SEC ↗ |
| 70 | State Board Of Administration Of… | 12.65K | — | $173,124 | 0.0% | n/c | 1 | SEC ↗ |
| 71 | Voya Investment Management Llc | 10.91K | — | $149,358 | 0.0% | n/c | 1 | SEC ↗ |
| 72 | ProShare Advisors LLC | 10.81K | — | $147,934 | 0.0% | n/c | 1 | SEC ↗ |
| 73 | Creative Planning | 10.19K | — | $139,460 | 0.0% | n/c | 1 | SEC ↗ |
| 74 | Group One Trading Llc | 5.68K | — | $77,718 | 0.0% | n/c | 1 | SEC ↗ |
| 75 | Pnc Financial Services Group, Inc. | 4.62K | — | $63,194 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 76 | BNP Paribas Asset Management… | 4.38K | — | $60,000 | 0.0% | n/c | 1 | SEC ↗ |
| 77 | Osaic Holdings, Inc. | 2.85K | — | $38,988 | 0.0% | n/c | 1 | SEC ↗ |
| 78 | UBS AM, a distinct business unit of… | 2.29K | — | $31,309 | 0.0% | n/c | 1 | SEC ↗ |
| 79 | Mirae Asset Global Investments Co.… | 1.36K | — | $18,659 | 0.0% | n/c | 1 | SEC ↗ |
| 80 | Us Bancorp \De\ | 1.01K | — | $13,882 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 81 | Fifth Third Bancorp | 482 | — | $6,599 | 0.0% | n/c | 1 | SEC ↗ |
| 82 | Northwestern Mutual Wealth… | 65 | — | $890 | 0.0% | n/c | 1 | SEC ↗ |
| 83 | Rockefeller Capital Management L.P. | 11 | — | $151 | 0.0% | n/c | 1 | SEC ↗ |
| 84 | Toronto Dominion Bank | 2 | — | $26 | 0.0% | n/c | 1 | SEC ↗ |
«Su ponderación» = la participación de la posición en el valor de renta variable 13F declarado por ese gestor — la medida de convicción. ✦ = gestor seleccionado.
Nuevos compradores
| Point72 Asset Management | $1.49M | 0.0% |
| Marshall Wace | $396,477 | 0.0% |
Posición cerrada
| Sin salidas rastreadas este trimestre. |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 213 tenedores, 47.53M acciones, $569.39M declarado. Este es un período diferente y anterior al de las cifras del universo rastreado que figuran arriba, y ambos nunca se mezclan.
Qué otros valores suelen tener también los tenedores rastreados de este activo — recuentos de cotenencia, no relaciones fundamentales.
Compras en mercado abierto (P)
Sin compras en mercado abierto por parte de insiders en nuestra ventana de cobertura.
Ventas en mercado abierto (S)
Director · 9.50K acc. · $138,348
Las adjudicaciones, ejercicios y retenciones fiscales nunca se contabilizan aquí como compras o ventas. Metodología