SAFEHOLD INC SAFE
COM · REIT · CUSIP 78646V107
- SectorReal estate
- IndustryReal Estate Investment Trusts
- HeadquartersNew York, NY
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($187.8k this quarter). Holder counts are more reliable. Shares outstanding: 70.8m as of 2026-07-28, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $15.72. Options: 3 managers hold calls ($298.3k notional), 4 hold puts ($1.7m).
Trends to Q2 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 3 |
| Q4 2022 | 2 |
| Q1 2023 | 164 |
| Q2 2023 | 169 |
| Q3 2023 | 172 |
| Q4 2023 | 176 |
| Q1 2024 | 184 |
| Q2 2024 | 185 |
| Q3 2024 | 210 |
| Q4 2024 | 198 |
| Q1 2025 | 205 |
| Q2 2025 | 201 |
| Q3 2025 | 200 |
| Q4 2025 | 208 |
| Q1 2026 | 216 |
| Q2 2026 | 214 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2024 | 103 | 77 |
| Q4 2024 | 97 | 89 |
| Q1 2025 | 103 | 93 |
| Q2 2025 | 110 | 89 |
| Q3 2025 | 101 | 92 |
| Q4 2025 | 97 | 104 |
| Q1 2026 | 105 | 88 |
| Q2 2026 | 105 | 94 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2025 | $4.8m | $2.6m | 0.53 |
| Q4 2025 | $2.1m | $5.7m | 2.76 |
| Q1 2026 | $2.0m | $2.6m | 1.31 |
| Q2 2026 | $298.3k | $1.7m | 5.78 |
Biggest buyers
| T. Rowe Price Investment Management, Inc. | Added | +778.7k |
| BlackRock, Inc. | Added | +200.6k |
| GOLDMAN SACHS GROUP INC | Added | +176.5k |
| JUPITER ASSET MANAGEMENT LTD | Added | +164.8k |
| AMERIPRISE FINANCIAL INC | Added | +135.5k |
| JANE STREET GROUP, LLC | Added | +117.5k |
| GEODE CAPITAL MANAGEMENT, LLC | Added | +114.4k |
| TWO SIGMA INVESTMENTS, LP | Added | +101.1k |
| HRT FINANCIAL LP | Added | +100.1k |
| VANGUARD PORTFOLIO MANAGEMENT LLC | Added | +99.6k |
Biggest sellers
| Long Pond Capital, LP | Sold out | -553.7k |
| FIRST TRUST ADVISORS LP | Sold out | -317.2k |
| Balyasny Asset Management L.P. | Sold out | -244.2k |
| SG Americas Securities, LLC | Reduced | -227.0k |
| PRUDENTIAL FINANCIAL INC | Reduced | -196.1k |
| ALGERT GLOBAL LLC | Reduced | -192.5k |
| Man Group plc | Reduced | -124.2k |
| CITADEL ADVISORS LLC | Sold out | -116.7k |
| NewEdge Wealth, LLC | Reduced | -96.4k |
| Paralel Advisors LLC | Sold out | -82.8k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $287.3k18.3k shares |
| SIMPLEX TRADING, LLC | Reduced | $7.8k500 shares |
| GROUP ONE TRADING LLC | Reduced | $3.1k200 shares |
Biggest puts
| CITADEL ADVISORS LLC | Reduced | $874.5k55.7k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $381.5k24.3k shares |
| JANE STREET GROUP, LLC | Reduced | $348.5k22.2k shares |
| GROUP ONE TRADING LLC | Reduced | $120.9k7.7k shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| VANGUARD PORTFOLIO MANAGEMENT LLC 13G · institution new · filed 2026-04-29 | 7.0% |
| T. Rowe Price Investment Management, Inc. 13G · institution filed 2026-08-14 | 6.5% |
Fell to 5% or below in the last year: VANGUARD GROUP INC (0.0%, 2026-03-27; now reported by VANGUARD PORTFOLIO MANAGEMENT LLC)
Insider purchases and sales since 1 Apr 2026
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q4 2024 | 0 | — | 0 | — | — |
| Q1 2025 | 0 | — | 0 | — | — |
| Q2 2025 | 0 | — | 0 | — | — |
| Q3 2025 | 0 | — | 0 | — | — |
| Q4 2025 | 0 | — | 0 | — | — |
| Q1 2026 | 0 | — | 0 | — | — |
| Q2 2026 | 0 | — | 0 | — | — |
| Q3 2026 | 0 | — | 1 | $138.3k | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-09-09 | JOSEPHS ROBIN Director | Sold | $138.3k9.5k shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| BlackRock, Inc. 0.00% of their portfolio | 9.9m $156.0m | Added +200.6k |
| MSD CAPITAL, L.P. 89.19% of their portfolio | 5.8m $90.8m | Unchanged |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.00% of their portfolio | 5.1m $80.0m | Added +99.6k |
| T. Rowe Price Investment Management, Inc. 0.05% of their portfolio | 4.7m $73.4m | Added +778.7k |
| STATE STREET CORP 0.00% of their portfolio | 2.6m $41.2m | Reduced -11.0k |
| VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 2.3m $36.1m | Added +33.1k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 1.5m $23.1m | Added +114.4k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 1.1m $18.0m | Added +135.5k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 861.6k $14.0m | Added +46.7k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 843.1k $13.2m | Added +44.9k |
| MORGAN STANLEY 0.00% of their portfolio | 793.3k $12.5m | Reduced -63.7k |
| NewEdge Wealth, LLC 0.11% of their portfolio | 670.7k $10.5m | Reduced -96.4k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 652.8k $10.2m | Added +37.2k |
| ALGERT GLOBAL LLC 0.11% of their portfolio | 608.2k $9.5m | Reduced -192.5k |
| AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 524.2k $8.2m | Added +77.9k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 456.2k $7.2m | Added +176.5k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 415.6k $6.5m | Reduced -3.7k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 412.0k $6.5m | Added +16.0k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 328.2k $5.2m | Reduced -9.1k |
| VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio | 312.6k $4.9m | Added +3.9k |
| DENALI ADVISORS LLC 0.49% of their portfolio | 309.6k $4.9m | Unchanged |
| State of New Jersey Common Pension Fund D 0.02% of their portfolio | 302.5k $4.7m | Added +78.3k |
| Michelson Medical Research Foundation, Inc. 4.32% of their portfolio | 297.5k $4.7m | Unchanged |
| Legal & General Group Plc 0.00% of their portfolio | 293.2k $4.6m | Reduced -11.6k |
| PRINCIPAL FINANCIAL GROUP INC 0.00% of their portfolio | 292.9k $4.6m | Added +3.7k |
| PEREGRINE CAPITAL MANAGEMENT LLC 0.15% of their portfolio | 290.9k $4.6m | Reduced -25.4k |
| Invesco Ltd. 0.00% of their portfolio | 254.6k $4.0m | Reduced -3.8k |
| Russell Investments Group, Ltd. 0.00% of their portfolio | 223.8k $3.5m | Added +43.4k |
| MSD Partners, L.P. 4.55% of their portfolio | 222.6k $3.5m | Unchanged |
| GABELLI FUNDS LLC 0.02% of their portfolio | 210.9k $3.3m | Reduced -6.4k |
| Quantinno Capital Management LP 0.00% of their portfolio | 210.3k $3.3m | Added +41.4k |
| SEI INVESTMENTS CO 0.00% of their portfolio | 197.9k $3.1m | Reduced -21.2k |
| JANE STREET GROUP, LLC 0.00% of their portfolio | 195.2k $3.1m | Added +117.5k |
| Thrivent Financial for Lutherans 0.00% of their portfolio | 186.2k $2.9m | Reduced -12.1k |
| JUPITER ASSET MANAGEMENT LTD 0.01% of their portfolio | 182.4k $2.9m | Added +164.8k |
| Aristotle Capital Boston, LLC 0.19% of their portfolio | 176.9k $2.8m | Reduced -34.9k |
| TUDOR INVESTMENT CORP ET AL 0.01% of their portfolio | 175.7k $2.8m | Reduced -18.5k |
| Nuveen, LLC 0.00% of their portfolio | 172.0k $2.7m | Added +42.9k |
| Berkeley Capital Partners, LLC 0.55% of their portfolio | 170.0k $2.7m | Added +5.4k |
| Public Sector Pension Investment Board 0.01% of their portfolio | 157.6k $2.5m | Reduced -6.7k |
| HRT FINANCIAL LP 0.01% of their portfolio | 141.4k $2.2m | Added +100.1k |
| PRUDENTIAL FINANCIAL INC 0.00% of their portfolio | 140.0k $2.2m | Reduced -196.1k |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 134.2k $2.1m | Reduced -15.7k |
| TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio | 130.9k $2.1m | Added +101.1k |
| EXCHANGE TRADED CONCEPTS, LLC 0.01% of their portfolio | 110.8k $1.7m | Added +12.1k |
| HSBC HOLDINGS PLC 0.00% of their portfolio | 110.0k $1.7m | Added +7.4k |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 105.7k $1.7m | Added +8.8k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio | 104.9k $1.6m | Added +6.4k |
| Man Group plc 0.00% of their portfolio | 98.1k $1.5m | Reduced -124.2k |
| Swiss National Bank 0.00% of their portfolio | 93.7k $1.5m | Added +1.7k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 91.6k $1.4m | Added +798 |
| CWA Asset Management Group, LLC 0.04% of their portfolio | 90.5k $1.4m | Added +40.6k |
| Cerity Partners LLC 0.00% of their portfolio | 81.9k $1.3m | Added +613 |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 78.8k $1.1m | Reduced -45 |
| XTX Topco Ltd 0.02% of their portfolio | 77.2k $1.2m | New |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 77.1k $1.2m | Added +11.4k |
| NOMURA ASSET MANAGEMENT CO LTD 0.00% of their portfolio | 73.5k $1.2m | Added +5.0k |
| UBS Group AG 0.00% of their portfolio | 73.3k $1.2m | Reduced -26.5k |
| KENNEDY CAPITAL MANAGEMENT LLC 0.02% of their portfolio | 72.6k $1.1m | Reduced -1.5k |
| INFRASTRUCTURE CAPITAL ADVISORS, LLC 0.09% of their portfolio | 72.5k $1.1m | Added +14.7k |
| Tidal Investments LLC 0.00% of their portfolio | 68.6k $1.1m | New |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 66.6k $1.0m | Added +24.3k |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 0.00% of their portfolio | 63.5k $996.9k | Reduced -576 |
| Asset Management One Co., Ltd. 0.00% of their portfolio | 59.9k $940.0k | Reduced -36 |
| State of Alaska, Department of Revenue 0.01% of their portfolio | 53.4k $834.0k | Reduced -7.9k |
| Sumitomo Mitsui Trust Group, Inc. 0.00% of their portfolio | 52.8k $828.9k | Reduced -338 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS 0.00% of their portfolio | 52.7k $827.4k | Added +16.1k |
| Vanguard Investments Australia, Ltd. 0.00% of their portfolio | 52.4k $823.0k | Added +4.8k |
| SG Americas Securities, LLC 0.00% of their portfolio | 52.2k $819.0k | Reduced -227.0k |
| RENAISSANCE TECHNOLOGIES LLC 0.00% of their portfolio | 51.7k $812.0k | Added +19.9k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 51.5k $808.0k | Added +8.1k |
| ANGELES WEALTH MANAGEMENT, LLC 0.04% of their portfolio | 51.3k $813.7k | Unchanged |
| STRS OHIO 0.00% of their portfolio | 48.5k $760.9k | Reduced -19.9k |
| Amundi 0.00% of their portfolio | 47.4k $744.5k | Reduced -1.9k |
| KLP KAPITALFORVALTNING AS 0.00% of their portfolio | 41.9k $664.9k | Added +12.2k |
| Squarepoint Ops LLC 0.00% of their portfolio | 41.9k $658.0k | New |
| FRANKLIN RESOURCES INC 0.00% of their portfolio | 41.7k $655.3k | Added +2.1k |
| FARMERS & MERCHANTS INVESTMENTS INC 0.02% of their portfolio | 40.2k $631.8k | Reduced -1.7k |
| Mitsubishi UFJ Asset Management Co., Ltd. 0.00% of their portfolio | 37.2k $583.4k | Unchanged |
| Jefferies Financial Group Inc. 0.01% of their portfolio | 36.5k $573.8k | New |
| ALLSTATE CORP 0.01% of their portfolio | 36.3k $569.8k | Reduced -23.9k |
| CITIGROUP INC 0.00% of their portfolio | 36.2k $568.7k | Added +20.6k |
| Graham Capital Management, L.P. 0.01% of their portfolio | 35.6k $559.6k | Added +8.9k |
| Summit Global Investments 0.03% of their portfolio | 35.1k $552.0k | Unchanged |
| MetLife Investment Management, LLC 0.00% of their portfolio | 34.5k $542.1k | Added +3.0k |
| RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio | 33.5k $525.2k | Added +1 |
| Mariner, LLC 0.00% of their portfolio | 29.5k $462.9k | Added +10.3k |
| M&T Bank Corp 0.00% of their portfolio | 28.9k $453.6k | Reduced -720 |
| VANGUARD ASSET MANAGEMENT, Ltd 0.00% of their portfolio | 28.6k $448.2k | Unchanged |
| FMR LLC 0.00% of their portfolio | 28.2k $443.2k | Added +50 |
| MACQUARIE GROUP LTD 0.00% of their portfolio | 27.8k $436.8k | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% of their portfolio | 27.5k $432.4k | Unchanged |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% of their portfolio | 26.2k $411.2k | Reduced -167 |
| MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio | 24.6k $386.0k | Added +8.6k |
| FOX RUN MANAGEMENT, L.L.C. 0.06% of their portfolio | 24.5k $384.4k | New |
| Illinois Municipal Retirement Fund 0.00% of their portfolio | 23.6k $370.5k | Reduced -2.2k |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 23.4k $368.0k | Reduced -4.4k |
| Aberdeen Group plc 0.00% of their portfolio | 23.2k $364.6k | Added +3.3k |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.00% of their portfolio | 22.6k $355.6k | Added +10.0k |
| IEQ CAPITAL, LLC 0.00% of their portfolio | 22.0k $344.7k | Added +323 |