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Safehold shares owned by Creative Planning

Quarter-by-quarter ownership of Safehold (SAFE) shares owned by Creative Planning from 13F filings

Historical chart of Creative Planning investment in Safehold

Tip: Access up to 7 years of quarterly data

All positions including Safehold held by Creative Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Safehold by Creative Planning

Quarter filed Position value Share count Share price at filing
2025-12-31 $140k 10k 13.69
2025-09-30 $427k 28k 15.49
2025-06-30 $231k 15k 15.57

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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
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Spdr Series Trust State Street Spd (SPMD)
Ishares Core Msci Emkt (IEMG)
Vanguard Index Fds Large Cap Etf (VV)
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Vanguard Index Fds Mid Cap Etf (VO)
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Vanguard Scottsdale Fds Int-term Corp (VCIT)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Vanguard Bd Index Fds Short Trm Bond (BSV)

View all positions for Creative Planning

Top funds holding Safehold

BlackRock
Vanguard Group
MSD Capital
T. Rowe Price Investment Management
State Street Corporation
Jpmorgan Chase & Co
Geode Capital Management
NewEdge Wealth
Long Pond Capital
Charles Schwab Investment Management
Northern Trust
AQR Capital Management
Algert Coldiron Investors
Bank of New York Mellon
Deutsche Bank Aktiengesellschaft

View all funds holding Safehold