Position in SAFE
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$3,705
+$512 QoQ
Shares Held
236
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#177
of 211 holders
Holding Since
Sep 2025
4 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, 2026FINANCIAL CONSULATE, INC holds $14,671 across 7 REIT - Diversified names. SAFE ranks #2 (25.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AHRT |
AH Realty Trust, Inc.
|
1,000 | $7,080 | |
| 2 | SAFE |
Safehold Inc.
This page
|
236 | $3,705 | |
| 3 | WPC |
W. P. Carey Inc.
|
14 | $1,001 | |
| 4 | ESRT |
Empire State Realty Trust, Inc.
|
166 | $898 | |
| 5 | VICI |
Vici Properties Inc.
|
33 | $876 | |
| 6 | BNL |
Broadstone Net Lease, Inc.
|
27 | $558 | |
| 7 | GOOD |
Gladstone Commercial Corp
|
45 | $553 |
All Filings in SAFE
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,705 | 236 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $3,193 | 236 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $3,230 | 236 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $4,104 | 265 | Shares | Sole | 2025-10-21 | |
| No filing history on record for this holder in this stock. | ||||||