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Safehold shares owned by AE Wealth Management

Quarter-by-quarter ownership of Safehold (SAFE) shares owned by AE Wealth Management from 13F filings

Historical chart of AE Wealth Management investment in Safehold

Tip: Access up to 7 years of quarterly data

All positions including Safehold held by AE Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Safehold by AE Wealth Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $203k 13k 15.70

More positions owned by AE Wealth Management

NVIDIA Corporation (NVDA)
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Amazon (AMZN)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Series Trust ST STR P500GRW (SPYG)
Alphabet Cap Stk Cl A (GOOGL)
Broadcom (AVGO)
Micron Technology (MU)
American Centy Etf Tr Avantis Core Fi (AVIG)
Spdr Series Trust St Str P500etf (SPYM)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Series Trust St Str P500val (SPYV)
Meta Platforms Cl A (META)

View all positions for AE Wealth Management

Top funds holding Safehold

BlackRock
MSD Capital
Vanguard Portfolio Management
State Street Corporation
Vanguard Capital Management
Geode Capital Management
Ameriprise Financial
Jpmorgan Chase & Co
Morgan Stanley
Charles Schwab Investment Management
Sixth Street Partners Management Company
NewEdge Wealth
Northern Trust
Algert Coldiron Investors
AQR Capital Management

View all funds holding Safehold