Position in SAFE
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$224,117
New position
Shares Held
14,275
first reported quarter
Ownership
0.020%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#117
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, 2026Steward Partners Investment Advisory, LLC holds $2,854,120 across 8 REIT - Diversified names. SAFE ranks #4 (7.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WPC |
W. P. Carey Inc.
|
16,255 | $1,162,232 | |
| 2 | VICI |
Vici Properties Inc.
|
35,816 | $950,914 | |
| 3 | BNL |
Broadstone Net Lease, Inc.
|
11,639 | $240,578 | |
| 4 | SAFE |
Safehold Inc.
This page
|
14,275 | $224,117 | |
| 5 | AHRT |
AH Realty Trust, Inc.
|
31,512 | $223,104 | |
| 6 | GNL |
Global Net Lease, Inc.
|
3,729 | $33,337 | |
| 7 | CTO |
CTO Realty Growth, Inc.
|
470 | $10,109 | |
| 8 | GOOD |
Gladstone Commercial Corp
|
791 | $9,729 |
All Filings in SAFE
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $224,117 | 14,275 | Shares | Sole | 2026-08-13 | |
| No filing history on record for this holder in this stock. | ||||||