Position in SAFE
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$202,915
New position
Shares Held
12,925
first reported quarter
Ownership
0.018%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#121
of 211 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in REIT - Diversified
Real Estate · as of Jun 30, 2026AE Wealth Management LLC holds $1,846,517 across 5 REIT - Diversified names. SAFE ranks #4 (11.0% of the industry book) .
All Filings in SAFE
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $202,915 | 12,925 | Shares | Other | 2026-08-03 | |
| No filing history on record for this holder in this stock. | ||||||