NewEdge Wealth, LLC

Position in SAFE — Safehold Inc.

CIK 1861796 STAMFORD, CT

Position in SAFE

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$10,529,440

+$150,456 QoQ

Shares Held

670,665

-12.6% QoQ

Ownership

0.947%

of shares outstanding

% of Portfolio

0.14%

of 13F equity value

Holder Rank

#12

of 211 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

NewEdge Wealth, LLC holds $14,226,425 across 4 REIT - Diversified names. SAFE ranks #1 (74.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SAFE	Safehold Inc. This page	670,665	$10,529,440
2	VICI	Vici Properties Inc.	68,765	$1,825,710
3	WPC	W. P. Carey Inc.	19,618	$1,402,687
4	BNL	Broadstone Net Lease, Inc.	22,670	$468,588

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$10,529,440	670,665	-12.6%	Shares	Sole	2026-08-10
2026-03-31	$10,378,984	767,109	-19.5%	Shares	Sole	2026-05-13
2025-12-31	$13,049,280	953,198	-24.1%	Shares	Sole	2026-02-03
2025-09-30	$19,458,538	1,256,200	-27.4%	Shares	Sole	2025-11-07
2025-06-30	$26,909,868	1,729,426	-18.6%	Shares	Sole	2025-08-11
2025-03-31	$39,785,372	2,125,287	-9.3%	Shares	Sole	2025-05-09
2024-12-31	$43,305,292	2,343,360	-6.8%	Shares	Sole	2025-02-05
2024-09-30	$65,944,161	2,514,074	-3.7%	Shares	Sole	2024-11-12
2024-06-30	$50,355,869	2,610,465	-2.2%	Shares	Sole	2024-08-02
2024-03-31	$54,989,928	2,669,414	+1.4%	Shares	Sole	2024-05-06
2023-12-31	$61,621,957	2,633,417	-4.2%	Shares	Sole	2024-01-29
2023-09-30	$48,935,137	2,749,165	-1.5%	Shares	Sole	2023-11-08
2023-06-30	$66,256,604	2,792,103	-0.8%	Shares	Sole	2023-08-09
2023-03-31	$82,646,886	2,813,990	—	Shares	Sole	2023-05-08
No filing history on record for this holder in this stock.