Position in SAFE
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$551,729
+$76,258 QoQ
Shares Held
35,142
0.0% QoQ
Ownership
0.050%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#83
of 211 holders
Holding Since
Jun 2025
5 quarters on record
Common Shares in SAFE Over Time
Shares Held
Position Value (USD)
Position in REIT - Diversified
Real Estate · as of Jun 30, 2026Summit Global Investments holds $1,519,552 across 2 REIT - Diversified names. SAFE ranks #2 (36.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AAT |
American Assets Trust, Inc.
|
39,199 | $967,823 | |
| 2 | SAFE |
Safehold Inc.
This page
|
35,142 | $551,729 |
All Filings in SAFE
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $551,729 | 35,142 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $475,471 | 35,142 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $518,399 | 37,867 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $595,079 | 38,417 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $330,307 | 21,228 | Shares | Sole | 2025-08-12 | |
| No filing history on record for this holder in this stock. | ||||||