SAFE
Safehold Inc. · Real Estate · REIT - Diversified
Señales de momentum (gestores comparables):
amplitud de titulares -2.4% ·
flujo de acciones +4.3% ·
nuevas posiciones netas -2.4%
· fórmula
Acumulación concentrada: acciones en aumento entre menos titulares
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q1 2026
| 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 | n/a |
| Q3 2025 | 13 | -2 | 26.33M | $408.33M | n/a | −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 | n/a |
| Q3 2024 | 7 | -1 | 1.75M | $45.96M | +1 | −2 |
| Q2 2024 | 8 | n/a | 1.81M | $34.99M | n/a | n/a |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (pasivo) | 9.74M | +0.7% | $131.75M | 0.0% | ▲ Add | 4 | SEC ↗ ×15 |
| 2 | State Street Global Advisors ✦ (pasivo) | 2.61M | -1.0% | $35.73M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 3 | Vanguard Capital Management Llc | 2.27M | n/a | $30.68M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Geode Capital Management ✦ (pasivo) | 1.36M | 0.0% | $18.34M | 0.0% | ▼ Trim | 8 | SEC ↗ ×2 |
| 5 | Ameriprise Financial Inc | 1.01M | +282.2% | $13.64M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 6 | Morgan Stanley ✦ | 856.94K | +9.3% | $11.59M | 0.0% | ▲ Add | 3 | SEC ↗ ×11 |
| 7 | JPMorgan Chase ✦ | 814.85K | +44.8% | $11.10M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 8 | Charles Schwab Investment… | 798.17K | +11.1% | $10.80M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Northern Trust Corp | 615.56K | +9.2% | $8.33M | 0.0% | ▲ Add | 2 | SEC ↗ ×7 |
| 10 | AQR Capital Management ✦ | 446.28K | +0.8% | $6.04M | 0.0% | ▲ Add | 6 | SEC ↗ ×5 |
| 11 | UBS AM, a distinct business unit of… | 419.32K | +18234.9% | $5.67M | 0.0% | ▲ Add | 2 | SEC ↗ ×9 |
| 12 | Bank of New York Mellon Corp | 395.95K | -2.1% | $5.36M | 0.0% | ▼ Trim | 2 | SEC ↗ ×5 |
| 13 | Bank Of America Corp /De/ | 337.28K | +110.4% | $4.56M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 14 | Prudential Financial Inc | 336.08K | -0.1% | $4.55M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 15 | First Trust Advisors Lp | 317.17K | +51.3% | $4.29M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Legal & General Group Plc | 304.81K | -10.4% | $4.12M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 17 | Principal Financial Group Inc | 289.22K | +2.5% | $3.91M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 18 | Goldman Sachs Group ✦ | 279.72K | +0.4% | $3.78M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 19 | Invesco Ltd. | 258.39K | -1.0% | $3.50M | 0.0% | ▼ Trim | 2 | SEC ↗ ×5 |
| 20 | Balyasny Asset Management L.P. | 244.15K | -14.1% | $3.30M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Man Group plc | 222.29K | +201.8% | $3.01M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Sei Investments Co | 219.08K | -1.9% | $2.96M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 23 | Tudor Investment Corp Et Al | 194.20K | -13.2% | $2.63M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | Russell Investments Group, Ltd. | 180.35K | -14.0% | $2.44M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 25 | Quantinno Capital Management LP | 168.83K | +46.4% | $2.28M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Rhumbline Advisers | 149.87K | +2.2% | $2.03M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Nuveen, LLC | 129.04K | +0.7% | $1.75M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 28 | Citadel Advisors ✦ | 116.67K | -55.1% | $1.58M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 29 | Hsbc Holdings Plc | 102.58K | -58.2% | $1.39M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 30 | UBS Group AG | 99.76K | +0.8% | $1.35M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 31 | New York State Common Retirement… | 98.52K | +166.1% | $1.33M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Deutsche Bank Ag\ | 96.91K | -73.8% | $1.31M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 33 | Swiss National Bank | 92.01K | 0.0% | $1.24M | 0.0% | Held | 2 | SEC ↗ |
| 34 | Royal Bank Of Canada | 90.76K | +121.2% | $1.23M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 35 | Cerity Partners LLC | 81.33K | -8.9% | $1.10M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 36 | Alliancebernstein L.P. | 78.85K | +4.8% | $1.08M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 37 | Jane Street Group, Llc | 77.75K | +33.7% | $1.05M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 38 | Nomura Asset Management Co Ltd | 68.50K | 0.0% | $926,805 | 0.0% | Held | 2 | SEC ↗ |
| 39 | T. Rowe Price ✦ | 65.72K | +15.7% | $890,000 | 0.0% | ▲ Add | 8 | SEC ↗ |
| 40 | Asset Management One Co., Ltd. | 59.91K | -11.0% | $810,542 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 41 | Sumitomo Mitsui Trust Group, Inc. | 53.14K | +11.7% | $718,944 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 42 | Amundi | 49.32K | +27.2% | $667,245 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 43 | California State Teachers… | 43.40K | -0.9% | $587,202 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 44 | Wells Fargo & Company/Mn | 42.27K | -50.1% | $571,883 | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 45 | Hrt Financial Lp | 41.24K | -56.6% | $557,000 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 46 | Franklin Resources Inc | 39.65K | +0.2% | $536,424 | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 47 | Mitsubishi UFJ Asset Management… | 37.16K | 0.0% | $502,802 | 0.0% | Held | 2 | SEC ↗ |
| 48 | Susquehanna International Group, Llp | 36.72K | -13.5% | $496,876 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 49 | Raymond James Financial Inc | 33.45K | +0.1% | $452,579 | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 50 | Renaissance Technologies ✦ | 31.86K | Nuevo | $431,025 | 0.0% | New | 1 | SEC ↗ |
| 51 | Two Sigma Investments ✦ | 29.76K | Nuevo | $402,612 | 0.0% | New | 1 | SEC ↗ |
| 52 | Fidelity (FMR) ✦ | 28.18K | +6.0% | $381,275 | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 53 | Zurcher Kantonalbank (Zurich… | 27.54K | 0.0% | $372,670 | 0.0% | Held | 2 | SEC ↗ |
| 54 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 26.36K | +1.1% | $356,664 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 55 | Bnp Paribas Financial Markets | 24.29K | -5.2% | $328,644 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 56 | Aberdeen Group plc | 19.89K | 0.0% | $269,139 | 0.0% | Held | 2 | SEC ↗ |
| 57 | Janus Henderson Group Plc | 19.89K | 0.0% | $269,026 | 0.0% | Held | 2 | SEC ↗ |
| 58 | Mariner, LLC | 19.22K | +48.4% | $260,097 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 59 | Barclays Plc | 18.26K | -80.9% | $247,072 | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 60 | Daiwa Securities Group Inc. | 17.90K | +4.8% | $242,241 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 61 | Mercer Global Advisors Inc /Adv | 15.94K | +17.8% | $215,695 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 62 | Citigroup Inc | 15.64K | -38.0% | $211,609 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 63 | Manufacturers Life Insurance… | 15.63K | -31.1% | $211,420 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 64 | Universal- Beteiligungs- und… | 15.09K | Nuevo | $204,209 | 0.0% | New | 1 | SEC ↗ |
| 65 | Wealth Enhancement Advisory… | 14.31K | -12.4% | $193,392 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 66 | Creative Planning | 13.59K | +33.4% | $183,927 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 67 | Fifth Third Bancorp | 12.99K | +2595.0% | $175,755 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 68 | State Board Of Administration Of… | 12.65K | 0.0% | $171,100 | 0.0% | Held | 2 | SEC ↗ |
| 69 | State Of Wisconsin Investment Board | 12.45K | -45.7% | $168,435 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 70 | Cwm, Llc | 10.81K | -32.8% | $146,236 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 71 | Voya Investment Management Llc | 10.68K | -2.1% | $144,555 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 72 | IMC-Chicago, LLC | 10.16K | -60.4% | $137,505 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 73 | Corient Private Wealth LP | 11.10K | Nuevo | $129,766 | 0.0% | New | 1 | SEC ↗ |
| 74 | Pnc Financial Services Group, Inc. | 6.09K | +32.0% | $82,451 | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 75 | BNP Paribas Asset Management… | 3.93K | -10.2% | $53,213 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 76 | Osaic Holdings, Inc. | 2.99K | +4.9% | $40,427 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 77 | Mirae Asset Global Investments Co.… | 961 | -29.5% | $13,002 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 78 | Us Bancorp \De\ | 475 | -53.2% | $6,427 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 79 | Group One Trading Llc | 209 | -96.3% | $2,828 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 80 | Rockefeller Capital Management L.P. | 75 | +581.8% | $1,015 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 81 | Northwestern Mutual Wealth… | 65 | 0.0% | $879 | 0.0% | Held | 2 | SEC ↗ |
| 82 | Toronto Dominion Bank | 2 | 0.0% | $25 | 0.0% | Held | 2 | SEC ↗ |
"Their weight" = la participación de la posición en el valor de renta variable 13F reportado por ese manager: la medida de convicción. ✦ = manager curado.
Nuevos compradores
| Renaissance Technologies | $431,025 | 0.0% |
| Two Sigma Investments | $402,612 | 0.0% |
| Universal- Beteiligungs- und… | $204,209 | 0.0% |
| Corient Private Wealth LP | $129,766 | 0.0% |
Posición cerrada
| Millennium Management | $2.26M | era 0.0% |
| Point72 Asset Management | $1.49M | era 0.0% |
| D. E. Shaw & Co. | $512,595 | era 0.0% |
| Marshall Wace | $396,477 | era 0.0% |
| Allspring Global Investments… | $276,102 | era 0.0% |
| ProShare Advisors LLC | $147,934 | era 0.0% |
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 más suelen tener los titulares rastreados de este valor: recuentos de titularidad compartida, 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