Position in SAFE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,286,520
+$186,112 QoQ
Shares Held
81,944
+0.8% QoQ
Ownership
0.116%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#53
of 211 holders
Holding Since
Mar 2023
13 quarters on record
Voting authority
Sole 82%
Shared 15%
None 4%
Common Shares in SAFE Over Time
Shares Held
Position Value (USD)
Position in REIT - Diversified
Real Estate · as of Jun 30, 2026Cerity Partners LLC holds $24,488,696 across 10 REIT - Diversified names. SAFE ranks #4 (5.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VICI |
Vici Properties Inc.
|
603,967 | $16,035,323 | |
| 2 | WPC |
W. P. Carey Inc.
|
35,905 | $2,567,206 | |
| 3 | BNL |
Broadstone Net Lease, Inc.
|
110,391 | $2,281,781 | |
| 4 | SAFE |
Safehold Inc.
This page
|
81,944 | $1,286,520 | |
| 5 | ESRT |
Empire State Realty Trust, Inc.
|
98,335 | $531,991 | |
| 6 | AAT |
American Assets Trust, Inc.
|
20,088 | $495,972 | |
| 7 | CTO |
CTO Realty Growth, Inc.
|
17,116 | $368,164 | |
| 8 | GOOD |
Gladstone Commercial Corp
|
29,575 | $363,772 |
All Filings in SAFE
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,286,520 | 81,944 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,100,408 | 81,331 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,222,626 | 89,308 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,480,596 | 95,584 | Shares | Other | 2025-10-22 | |
| 2025-06-30 | $1,598,447 | 102,728 | Shares | Other | 2025-08-13 | |
| 2025-03-31 | $1,769,451 | 94,522 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $1,802,225 | 97,523 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $2,789,980 | 106,366 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $2,445,682 | 126,785 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $2,729,747 | 132,512 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $2,764,756 | 118,152 | Shares | Sole | 2024-01-26 | |
| 2023-06-30 | $2,788,369 | 117,504 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,404,355 | 47,816 | Shares | Sole | 2023-05-11 | |
| No filing history on record for this holder in this stock. | ||||||