Position in SAFE
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$7,862
+$3,576 QoQ
Shares Held
501
+58.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#169
of 211 holders
Holding Since
Mar 2023
13 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, 2026EverSource Wealth Advisors, LLC holds $488,252 across 14 REIT - Diversified names. SAFE ranks #7 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WPC |
W. P. Carey Inc.
|
2,436 | $174,172 | |
| 2 | VICI |
Vici Properties Inc.
|
4,481 | $118,967 | |
| 3 | BNL |
Broadstone Net Lease, Inc.
|
4,482 | $92,639 | |
| 4 | AAT |
American Assets Trust, Inc.
|
1,220 | $30,119 | |
| 5 | JBGS |
JBG SMITH Properties
|
1,427 | $20,931 | |
| 6 | GNL |
Global Net Lease, Inc.
|
2,050 | $18,323 | |
| 7 | SAFE |
Safehold Inc.
This page
|
501 | $7,862 | |
| 8 | GOOD |
Gladstone Commercial Corp
|
539 | $6,628 |
All Filings in SAFE
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,862 | 501 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $4,286 | 317 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $4,379 | 320 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $6,892 | 445 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $4,776 | 307 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $6,476 | 346 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $5,045 | 273 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $10,674 | 407 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $7,850 | 407 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $8,384 | 407 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $13,384 | 572 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $8,650 | 486 | Shares | Sole | 2023-11-03 | |
| 2023-03-31 | $6,755 | 230 | Shares | Sole | 2023-05-11 | |
| No filing history on record for this holder in this stock. | ||||||