Position in SAFE
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$307,468
+$305,796 QoQ
Shares Held
19,584
+18033.3% QoQ
Ownership
0.028%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#104
of 211 holders
Holding Since
Sep 2025
2 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, 2026Wealthspire Advisors, LLC holds $1,287,827 across 3 REIT - Diversified names. SAFE ranks #2 (23.9% of the industry book) .
All Filings in SAFE
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $307,468 | 19,584 | Shares | Sole | 2026-08-11 | |
| 2025-09-30 | $1,672 | 108 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||