Position in SAFE
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$17,285
+$9,776 QoQ
Shares Held
1,101
+98.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#160
of 214 holders
Holding Since
Sep 2021
20 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SAFE Over Time
Shares Held
Position Value (USD)
Position in REIT - Diversified
Real Estate · as of Jun 30, 2026Allworth Financial LP holds $9,526,004 across 13 REIT - Diversified names. SAFE ranks #8 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WPC |
W. P. Carey Inc.
|
126,552 | $9,048,468 | |
| 2 | VICI |
Vici Properties Inc.
|
9,842 | $261,305 | |
| 3 | GNL |
Global Net Lease, Inc.
|
6,951 | $62,141 | |
| 4 | AAT |
American Assets Trust, Inc.
|
1,538 | $37,973 | |
| 5 | OLP |
One Liberty Properties Inc
|
1,433 | $34,993 | |
| 6 | CTO |
CTO Realty Growth, Inc.
|
885 | $19,036 | |
| 7 | ESRT |
Empire State Realty Trust, Inc.
|
3,260 | $17,636 | |
| 8 | SAFE |
Safehold Inc.
This page
|
1,101 | $17,285 |
All Filings in SAFE
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,285 | 1,101 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $7,509 | 555 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $4,216 | 308 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $7,326 | 473 | Shares | Sole | 2025-12-02 | |
| 2025-06-30 | $10,534 | 677 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $5,653 | 302 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $1,127 | 61 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $1,022 | 39 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $752 | 39 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $803 | 39 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $468 | 20 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $854 | 48 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $15,163 | 639 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $19,648 | 669 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 STAR | — | 207 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 STAR | — | 23 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 STAR | — | 23 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 STAR | — | 23 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 STAR | — | 23 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 STAR | — | 23 | Shares | Sole | 2021-11-02 | |
| No filing history on record for this holder in this stock. | ||||||