$SAFE

$10.97 -$0.40 (3.52%) Close

$SAFE Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 70.8M shares outstanding

Who owns SAFE?

By type of holder

Institutions 68.7% Insiders 4.5% Everyone else 26.8%

Concentration Top 10 holders own 51.0%

BlackRock, Inc. 14.0% · MSD Capital, L.P. 8.2%

Institutional ownership

68.7%

+0.4 pts vs last qtr

Institutional holders

214

-2 vs last qtr

Net shares bought

+280.5K

by institutions in Q2 2026

New / sold out

29 / 31

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

T. Rowe Price Investment Management, Inc. +778.7K
BlackRock, Inc. +200.6K

Biggest sellers in Q2 2026

Long Pond Capital, LP SOLD OUT −553.7K
First Trust Advisors LP SOLD OUT −317.2K

Who is planning to sell?

Notices of proposed sale, last 12 months

$138K

1 notice from 1 person

Shares covered

9.5K

0.01% of the company

Arranged in advance

of the value is under a 10b5-1 plan

Under a 10b5-1 plan No plan

Largest proposed sellers

Robin Josephs Trust Board member $138K

Every notice on Red Flags →

A Form 144 is notice of a planned sale, not the sale itself. What insiders actually sold is on Insider Transactions.

Is your stake being diluted?

Diluted share count, FY2016–FY2025

−2.8%

−0.31% a year

Each share's claim on the business

+2.9%

grew without buying or selling a share

Spent on buybacks vs paid in stock

$399M vs $170M

over 10 fiscal years

Diluted shares, split-adjusted

Buybacks Stock-based comp

How patient are the owners?

Institutional shares by how long they've been held

5+ years0% 3–5 years88% 1–3 years7% Under 1 year4%

Quarterly turnover

6.2%

of institutional shares changed hands

Top 10 managers, median time held

3.3 years

Super Investors

Investment managers reporting SAFE on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
B BlackRock, Inc.	9.9M	14.03%	+200.6K (+2.1%)	2023	0.0%
Shares held by quarter Peak holding9.9M (Q2'26) Change over 8 quarters+1.0M Share of the company14.030% BlackRock, Inc.'s full portfolio →
MC MSD Capital, L.P.	5.8M	8.17%	Unchanged	2023	89.2%
Shares held by quarter Peak holding5.8M (Q3'24) Change over 8 quarters0 Share of the company8.170% MSD Capital, L.P.'s full portfolio →

BlackRock, Inc.

9.9M

% of company

14.03%

Change vs last qtr

+200.6K (+2.1%)

Held since

2023

MSD Capital, L.P.

5.8M

% of company

8.17%

Change vs last qtr

Unchanged

Held since

2023

28 more super investors behind a free account

See every manager holding Safehold Inc, how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting SAFE on Form N-PORT; together they hold 31.9% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
IC iShares Core S&P Small-Cap ETF iShares Trust	$43.4M	2.8M	3.90%	0.04%	June 30, 2026
TR T. Rowe Price Small-Cap Value Fund, Inc. T. Rowe Price Small-Cap Value Fund, Inc.	$39.5M	2.5M	3.55%	0.37%	June 30, 2026

iShares Core S&P Small-Cap ETF

iShares Trust

Position value

$43.4M

% of company

3.90%

% of the fund

0.04%

As of

June 30, 2026

T. Rowe Price Small-Cap Value Fund, Inc.

Position value

$39.5M

% of company

3.55%

% of the fund

0.37%

As of

June 30, 2026

23 more funds behind a free account

See every fund holding Safehold Inc and how much of the fund the position is.

Insiders and 5%+ holders

From Forms 3/4/5 and Schedules 13D/G

Holder	Shares	% of company	Change vs last qtr	8 quarters	Held since	% of their book
SJ Sugarman Jay Insider	2.2M	3.16%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company3.160% Sugarman Jay's insider activity →
JR Josephs Robin Insider	380.7K	0.54%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company0.540% Josephs Robin's insider activity →

Sugarman Jay

Insider

2.2M

% of company

3.16%

Change vs last qtr

—

Held since

—

Josephs Robin

Insider

380.7K

% of company

0.54%

Change vs last qtr

—

Held since

—

6 more holders behind a free account

See every insider and 5%+ holder of Safehold Inc.

Comments