Position in SAFE
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$631,768
+$64,821 QoQ
Shares Held
40,240
-4.0% QoQ
Ownership
0.057%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#77
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, 2026FARMERS & MERCHANTS INVESTMENTS INC holds $668,227 across 7 REIT - Diversified names. SAFE ranks #1 (94.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SAFE |
Safehold Inc.
This page
|
40,240 | $631,768 | |
| 2 | VICI |
Vici Properties Inc.
|
705 | $18,717 | |
| 3 | WPC |
W. P. Carey Inc.
|
190 | $13,585 | |
| 4 | BNL |
Broadstone Net Lease, Inc.
|
90 | $1,860 | |
| 5 | AAT |
American Assets Trust, Inc.
|
40 | $987 | |
| 6 | GNL |
Global Net Lease, Inc.
|
81 | $724 | |
| 7 | JBGS |
JBG SMITH Properties
|
40 | $586 |
All Filings in SAFE
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $631,768 | 40,240 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $566,947 | 41,903 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $593,420 | 43,347 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $699,249 | 45,142 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $943,651 | 60,646 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $1,228,331 | 65,616 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $1,854,190 | 100,335 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $2,497,148 | 95,202 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $1,840,767 | 95,426 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $1,970,204 | 95,641 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $1,986,028 | 84,873 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $1,516,328 | 85,187 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $1,982,024 | 83,524 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $2,430,749 | 82,763 | Shares | Sole | 2023-05-12 | |
| No filing history on record for this holder in this stock. | ||||||