Position in SAFE
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$4,598,906
+$685,747 QoQ
Shares Held
292,924
+1.3% QoQ
Ownership
0.414%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#25
of 211 holders
Holding Since
Mar 2023
14 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SAFE Over Time
Shares Held
Position Value (USD)
Position in REIT - Diversified
Real Estate · as of Jun 30, 2026PRINCIPAL FINANCIAL GROUP INC holds $133,608,610 across 9 REIT - Diversified names. SAFE ranks #6 (3.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VICI |
Vici Properties Inc.
|
1,424,673 | $37,825,067 | |
| 2 | WPC |
W. P. Carey Inc.
|
505,692 | $36,156,977 | |
| 3 | BNL |
Broadstone Net Lease, Inc.
|
1,303,072 | $26,934,497 | |
| 4 | GNL |
Global Net Lease, Inc.
|
921,169 | $8,235,250 | |
| 5 | AAT |
American Assets Trust, Inc.
|
303,376 | $7,490,352 | |
| 6 | SAFE |
Safehold Inc.
This page
|
292,924 | $4,598,906 | |
| 7 | FVR |
FrontView REIT, Inc.
|
214,501 | $4,339,354 | |
| 8 | JBGS |
JBG SMITH Properties
|
281,593 | $4,130,969 |
All Filings in SAFE
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,598,906 | 292,924 | Shares | Defined | 2026-08-04 | |
| 2026-03-31 | $3,913,159 | 289,221 | Shares | Defined | 2026-05-04 | |
| 2025-12-31 | $3,862,550 | 282,144 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $4,091,620 | 264,146 | Shares | Defined | 2025-11-04 | |
| 2025-06-30 | $4,218,688 | 271,124 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $4,270,649 | 228,133 | Shares | Defined | 2025-04-28 | |
| 2024-12-31 | $4,103,483 | 222,050 | Shares | Defined | 2025-01-31 | |
| 2024-09-30 | $5,664,551 | 215,957 | Shares | Defined | 2024-10-31 | |
| 2024-06-30 | $4,295,149 | 222,662 | Shares | Defined | 2024-07-29 | |
| 2024-03-31 | $4,797,183 | 232,873 | Shares | Defined | 2024-04-29 | |
| 2023-12-31 | $5,471,598 | 233,829 | Shares | Defined | 2024-02-07 | |
| 2023-09-30 | $4,292,719 | 241,164 | Shares | Defined | 2023-11-02 | |
| 2023-06-30 | $5,405,527 | 227,793 | Shares | Defined | 2023-08-07 | |
| 2023-03-31 | $6,784,704 | 231,008 | Shares | Defined | 2023-05-09 | |
| No filing history on record for this holder in this stock. | ||||||