Safehold Inc. (SAFE) — Institutional Holders, Q2 2026

216 institutional investment managers reported a SAFE position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $763.7M. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 1 to 100. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.

← SAFE stock profile

SAFE in Q2 2026: what funds did

Funds that filed a 13F for both Q1 2026 and Q2 2026, by what they did with the common stock. Share counts are adjusted for any split between the two quarters; dollar figures are the change in shares at this quarter’s price.

New positions

Added to

Trimmed

Sold out

Biggest buyers

T. Rowe Price Investment ManagementAdded · +778,722 sh+$12.2M
BlackRockAdded · +200,628 sh+$3.1M
GOLDMAN SACHS GROUPAdded · +176,461 sh+$2.8M
JUPITER ASSET MANAGEMENT LTDAdded · +164,750 sh+$2.6M
AMERIPRISE FINANCIALAdded · +135,490 sh+$2.1M

Biggest sellers

Long Pond CapitalSold out · -553,703 sh-$8.7M
FIRST ADVISORSSold out · -317,170 sh-$5.0M
BALYASNY ASSET MANAGEMENT L.P.Sold out · -244,151 sh-$3.8M
SG Americas SecuritiesTrimmed · -227,035 sh-$3.6M
PRUDENTIAL FINANCIALTrimmed · -196,060 sh-$3.1M

SAFE 13F holders ranked 1–100 of 216

Institutional investors reporting a position in Safehold Inc. on SEC Form 13F-HR for Q2 2026, ranked by reported value.
#	Institution	Shares	Value	% of portfolio	QoQShares vs Q1 2026
1	BlackRock#1 · 9,938,575 sh	9,938,575	$156.0M	<0.01%	+2.1%
2	MSD CAPITAL, L.P.#2 · 5,782,745 sh	5,782,745	$90.8M	89.19%	0.0%
3	VANGUARD PORTFOLIO MANAGEMENT#3 · 5,095,645 sh	5,095,645	$80.0M	<0.01%	+2.0%
4	T. Rowe Price Investment Management#4 · 4,677,813 sh	4,677,813	$73.4M	0.05%	+20.0%
5	STATE STREET#5 · 2,596,198 sh	2,596,198	$41.2M	<0.01%	-0.4%
6	VANGUARD CAPITAL MANAGEMENT#6 · 2,300,293 sh	2,300,293	$36.1M	<0.01%	+1.5%
7	GEODE CAPITAL MANAGEMENT#7 · 1,469,703 sh	1,469,703	$23.1M	<0.01%	+8.4%
8	AMERIPRISE FINANCIAL#8 · 1,143,866 sh	1,143,866	$18.0M	<0.01%	+13.4%
9	JPMORGAN CHASE#9 · 861,555 sh	861,555	$14.0M	<0.01%	+5.7%
10	CHARLES SCHWAB INVESTMENT MANAGEMENT#10 · 843,064 sh	843,064	$13.2M	<0.01%	+5.6%
11	MORGAN STANLEY#11 · 793,269 sh	793,269	$12.5M	<0.01%	-7.4%
12	NewEdge Wealth#12 · 670,665 sh	670,665	$10.5M	0.11%	-12.6%
13	NORTHERN#13 · 652,777 sh	652,777	$10.2M	<0.01%	+6.0%
14	ALGERT GLOBAL#14 · 608,243 sh	608,243	$9.5M	0.11%	-24.0%
15	AQR CAPITAL MANAGEMENT#15 · 524,190 sh	524,190	$8.2M	<0.01%	+17.5%
16	GOLDMAN SACHS GROUP#16 · 456,183 sh	456,183	$7.2M	<0.01%	+63.1%
17	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME#17 · 415,613 sh	415,613	$6.5M	<0.01%	-0.9%
18	Bank of New York Mellon#18 · 411,971 sh	411,971	$6.5M	<0.01%	+4.0%
19	BANK OF AMERICA#19 · 328,214 sh	328,214	$5.2M	<0.01%	-2.7%
20	VANGUARD FIDUCIARY#20 · 312,571 sh	312,571	$4.9M	<0.01%	+1.3%
21	DENALI ADVISORS#21 · 309,600 sh	309,600	$4.9M	0.49%	0.0%
22	State of New Jersey Common Pension Fund D#22 · 302,479 sh	302,479	$4.7M	0.02%	+35.0%
23	Michelson Medical Research Foundation#23 · 297,477 sh	297,477	$4.7M	4.32%	0.0%
24	Legal & General Group Plc#24 · 293,180 sh	293,180	$4.6M	<0.01%	-3.8%
25	PRINCIPAL FINANCIAL GROUP#25 · 292,924 sh	292,924	$4.6M	<0.01%	+1.3%
26	PEREGRINE CAPITAL MANAGEMENT#26 · 290,919 sh	290,919	$4.6M	0.15%	-8.0%
27	Invesco Ltd.#27 · 254,589 sh	254,589	$4.0M	<0.01%	-1.5%
28	Russell Investments Group, Ltd.#28 · 223,782 sh	223,782	$3.5M	<0.01%	+24.1%
29	MSD Partners, L.P.#29 · 222,644 sh	222,644	$3.5M	4.55%	0.0%
30	GABELLI FUNDS#30 · 210,899 sh	210,899	$3.3M	0.02%	-2.9%
31	Quantinno Capital Management#31 · 210,265 sh	210,265	$3.3M	<0.01%	+24.5%
32	SEI INVESTMENTS#32 · 197,890 sh	197,890	$3.1M	<0.01%	-9.7%
33	JANE STREET GROUP#33 · 195,244 sh	195,244	$3.1M	<0.01%	+151.1%
34	THRIVENT FINANCIAL FOR LUTHERANS#34 · 186,244 sh	186,244	$2.9M	<0.01%	-6.1%
35	JUPITER ASSET MANAGEMENT LTD#35 · 182,396 sh	182,396	$2.9M	0.01%	+933.6%
36	Aristotle Capital Boston#36 · 176,932 sh	176,932	$2.8M	0.19%	-16.5%
37	TUDOR INVESTMENT ET AL#37 · 175,653 sh	175,653	$2.8M	<0.01%	-9.6%
38	Nuveen#38 · 171,960 sh	171,960	$2.7M	<0.01%	+33.3%
39	Berkeley Capital Partners#39 · 169,991 sh	169,991	$2.7M	0.55%	+3.3%
40	PUBLIC SECTOR PENSION INVESTMENT BOARD#40 · 157,587 sh	157,587	$2.5M	<0.01%	-4.1%
41	HRT FINANCIAL#41 · 141,385 sh	141,385	$2.2M	<0.01%	+242.8%
42	PRUDENTIAL FINANCIAL#42 · 140,023 sh	140,023	$2.2M	<0.01%	-58.3%
43	RHUMBLINE ADVISERS#43 · 134,175 sh	134,175	$2.1M	<0.01%	-10.5%
44	TWO SIGMA INVESTMENTS#44 · 130,889 sh	130,889	$2.1M	<0.01%	+339.9%
45	EXCHANGE TRADED CONCEPTS#45 · 110,762 sh	110,762	$1.7M	<0.01%	+12.2%
46	HSBC PLC#46 · 109,952 sh	109,952	$1.7M	<0.01%	+7.2%
47	DEUTSCHE BANK AG\#47 · 105,704 sh	105,704	$1.7M	<0.01%	+9.1%
48	NEW YORK STATE COMMON RETIREMENT FUND#48 · 104,918 sh	104,918	$1.6M	<0.01%	+6.5%
49	Man Group plc#49 · 98,064 sh	98,064	$1.5M	<0.01%	-55.9%
50	Swiss National Bank#50 · 93,714 sh	93,714	$1.5M	<0.01%	+1.8%
51	ROYAL BANK OF CANADA#51 · 91,554 sh	91,554	$1.4M	<0.01%	+0.9%
52	CWA Asset Management Group#52 · 90,475 sh	90,475	$1.4M	—	+81.4%
53	Cerity Partners#53 · 81,944 sh	81,944	$1.3M	<0.01%	+0.8%
54	XTX Topco Ltd#54 · 77,153 sh	77,153	$1.2M	0.02%	New
55	PRICE T ROWE ASSOCIATES#55 · 77,118 sh	77,118	$1.2M	<0.01%	+17.3%
56	NOMURA ASSET MANAGEMENT LTD#56 · 73,500 sh	73,500	$1.2M	<0.01%	+7.3%
57	UBS Group AG#57 · 73,292 sh	73,292	$1.2M	<0.01%	-26.5%
58	KENNEDY CAPITAL MANAGEMENT#58 · 72,560 sh	72,560	$1.1M	0.02%	-2.0%
59	INFRASTRUCTURE CAPITAL ADVISORS#59 · 72,508 sh	72,508	$1.1M	0.07%	+25.4%
60	Toroso Investments#60 · 68,625 sh	68,625	$1.1M	<0.01%	New
61	ALLIANCEBERNSTEIN L.P.#61 · 78,803 sh	78,803	$1.1M	<0.01%	-0.1%
62	WELLS FARGO & COMPANY#62 · 66,553 sh	66,553	$1.0M	<0.01%	+57.5%
63	PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO#63 · 63,499 sh	63,499	$996.9K	<0.01%	-0.9%
64	Asset Management One , Ltd.#64 · 59,871 sh	59,871	$940.0K	—	-0.1%
65	State of Alaska, Department of Revenue#65 · 53,371 sh	53,371	$834.0K	—	-12.9%
66	Sumitomo Mitsui#66 · 52,799 sh	52,799	$828.9K	<0.01%	-0.6%
67	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS#67 · 52,699 sh	52,699	$827.4K	<0.01%	+43.9%
68	Vanguard Investments Australia, Ltd.#68 · 52,421 sh	52,421	$823.0K	<0.01%	+10.0%
69	SG Americas Securities#69 · 52,170 sh	52,170	$819.0K	<0.01%	-81.3%
70	ANGELES WEALTH MANAGEMENT#70 · 51,252 sh	51,252	$813.7K	—	0.0%
71	RENAISSANCE TECHNOLOGIES#71 · 51,721 sh	51,721	$812.0K	<0.01%	+62.4%
72	STRS OHIO#72 · 48,464 sh	48,464	$760.9K	<0.01%	-29.1%
73	Amundi#73 · 47,420 sh	47,420	$744.5K	<0.01%	-3.8%
74	KLP KAPITALFORVALTNING AS#74 · 41,948 sh	41,948	$664.9K	<0.01%	+41.0%
75	Squarepoint Ops#75 · 41,911 sh	41,911	$658.0K	<0.01%	New
76	FRANKLIN RESOURCES#76 · 41,739 sh	41,739	$655.3K	<0.01%	+5.3%
77	FARMERS & MERCHANTS INVESTMENTS#77 · 40,240 sh	40,240	$631.8K	—	-4.0%
78	Mitsubishi UFJ Asset Management , Ltd.#78 · 37,162 sh	37,162	$583.4K	<0.01%	0.0%
79	LEUCADIA NATIONAL#79 · 36,550 sh	36,550	$573.8K	<0.01%	New
80	ALLSTATE#80 · 36,295 sh	36,295	$569.8K	<0.01%	-39.7%
81	CITIGROUP#81 · 36,225 sh	36,225	$568.7K	<0.01%	+131.6%
82	Graham Capital Management, L.P.#82 · 35,641 sh	35,641	$559.6K	0.01%	+33.4%
83	Summit Global Investments#83 · 35,142 sh	35,142	$552.0K	0.03%	0.0%
84	MetLife Investment Management#84 · 34,531 sh	34,531	$542.1K	<0.01%	+9.6%
85	RAYMOND JAMES FINANCIAL#85 · 33,451 sh	33,451	$525.2K	<0.01%	0.0%
86	Mariner#86 · 29,483 sh	29,483	$462.9K	<0.01%	+53.4%
87	M&T BANK#87 · 28,892 sh	28,892	$453.6K	<0.01%	-2.4%
88	VANGUARD ASSET MANAGEMENT, Ltd#88 · 28,550 sh	28,550	$448.2K	<0.01%	0.0%
89	FMR#89 · 28,230 sh	28,230	$443.2K	0.00%	+0.2%
90	MACQUARIE GROUP LTD#90 · 27,819 sh	27,819	$436.8K	<0.01%	0.0%
91	Zurcher Kantonalbank (Zurich Cantonalbank)#91 · 27,544 sh	27,544	$432.4K	<0.01%	0.0%
92	MIRAE ASSET GLOBAL ETFS Ltd.#92 · 26,194 sh	26,194	$411.2K	<0.01%	-0.6%
93	MERCER GLOBAL ADVISORS#93 · 24,583 sh	24,583	$386.0K	<0.01%	+54.2%
94	FOX RUN MANAGEMENT, L.L.C.#94 · 24,487 sh	24,487	$384.4K	0.06%	New
95	Illinois Municipal Retirement Fund#95 · 23,601 sh	23,601	$370.5K	<0.01%	-8.5%
96	NEW YORK STATE TEACHERS RETIREMENT SYSTEM#96 · 23,415 sh	23,415	$368.0K	—	-15.9%
97	abrdn plc#97 · 23,220 sh	23,220	$364.6K	<0.01%	+16.7%
98	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM#98 · 22,650 sh	22,650	$355.6K	<0.01%	+79.1%
99	IEQ CAPITAL#99 · 21,953 sh	21,953	$344.7K	<0.01%	+1.5%
100	Resona Asset Management ,Ltd.#100 · 20,551 sh	20,551	$333.3K	<0.01%	0.0%

Funds that sold out of SAFE in Q2 2026 (28)

Held SAFE at the end of Q1 2026 and filed a Q2 2026 13F without it. Not in the list above, because they no longer hold it. Largest prior position first.

Institutions that held SAFE in Q1 2026 and reported no position in Q2 2026.
Institution	Shares sold	Value in Q1 2026
Long Pond Capital553,703 sh	553,703	$7.5M
FIRST ADVISORS317,170 sh	317,170	$4.3M
BALYASNY ASSET MANAGEMENT L.P.244,151 sh	244,151	$3.3M
CITADEL ADVISORS116,671 sh	116,671	$1.6M
Paralel Advisors82,800 sh	82,800	$1.1M
Campbell & Investment Adviser59,642 sh	59,642	$807.0K
INCEPTIONR42,148 sh	42,148	$570.3K
SUSQUEHANNA INTERNATIONAL GROUP, LLP36,724 sh	36,724	$496.9K
FIRST CITIZENS BANK21,003 sh	21,003	$284.2K
Envestnet Portfolio Solutions20,185 sh	20,185	$273.1K
Spinnaker Investment Group14,351 sh	14,351	$194.2K
Engineers Gate Manager14,080 sh	14,080	$190.5K
CAXTON ASSOCIATES LLP12,390 sh	12,390	$167.6K
UniSuper Management Pty Ltd11,000 sh	11,000	$148.8K
IMC-Chicago10,163 sh	10,163	$137.5K
IFM Investors Pty Ltd9,003 sh	9,003	$121.8K
QUADRANT CAPITAL GROUP210 sh	210	$50.4K
NBC SECURITIES3,331 sh	3,331	$45.1K
Quantbot Technologies1,443 sh	1,443	$19.5K
Kemnay Advisory Services459 sh	459	$6.2K
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO403 sh	403	$5.0K
MAI Capital Management228 sh	228	$3.1K
TWIN PEAKS WEALTH ADVISORS95 sh	95	$1.3K
Bell Investment Advisors33 sh	33	$447.00
Wealth Preservation Advisors24 sh	24	$325.00
Root Financial Partners17 sh	17	$230.00
Strategic Investment Solutions4 sh	4	$54.00
TORONTO DOMINION BANK2 sh	2	$25.00

Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.