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Safehold shares owned by EverSource Wealth Advisors

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

Historical chart of EverSource Wealth Advisors investment in Safehold

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Safehold by EverSource Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $13k 572 23.40
2023-09-30 $8.7k 486 17.81
2023-03-31 $6.8k 230 29.37

More positions owned by EverSource Wealth Advisors

Vanguard Ftse Developed Markets Etf Etf (VEA)
Vanguard Growth Etf Etf (VUG)
Vanguard Value Etf Etf (VTV)
Apple Stock (AAPL)
iShares Gold Trust ETF Etf (IAU)
Vanguard Short-term Corporate Bond Etf Etf (VCSH)
Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL)
Vanguard Dividend Appreciation Etf Etf (VIG)
Vanguard Health Care Etf Etf (VHT)
Microsoft Corp Stock (MSFT)
Vanguard S&p 500 Etf Etf (VOO)
Vanguard Total Stock Market Etf Etf (VTI)
Vanguard Ftse Emerging Markets Etf Etf (VWO)
Alphabet Inc Cap Stk Cl A Stock (GOOGL)
Sovereigns Capital Flourish Fund Etf (SOVF)

View all positions for EverSource Wealth Advisors

Top funds holding Safehold

Vanguard Group
MSD Capital
NewEdge Wealth
UBS Group
AEW Capital Management
Mesirow Institutional Investment Management
Charles Schwab Investment Management
Bank of New York Mellon
Legal & General Group
B&I Capital
Peregrine Capital Management
Citadel Advisors
Goldman Sachs Group
State of New Jersey Common Pension Fund D
Ubs Global Asset Management Americas

View all funds holding Safehold