Position in SAFE
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$150,210
-$75,253 QoQ
Shares Held
11,102
-7.8% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2023
8 quarters on record
Voting authority
Sole 51.82849936948297.ToString("F0")%
Shared 0.ToString("F0")%
None 48.17150063051702.ToString("F0")%
Common Shares in SAFE Over Time
Shares Held
Position Value (USD)
Position in REIT - Diversified
Real Estate · as of Mar 31, 2026Corient Private Wealth LLC holds $35,127,911 across 7 REIT - Diversified names. SAFE ranks #7 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VICI |
Vici Properties Inc.
|
534,366 | $14,598,879 | |
| 2 | FVR |
FrontView REIT, Inc.
|
700,801 | $10,841,391 | |
| 3 | WPC |
W. P. Carey Inc.
|
97,111 | $6,599,663 | |
| 4 | GNL |
Global Net Lease, Inc.
|
155,355 | $1,454,122 | |
| 5 | AHRT |
AH Realty Trust, Inc.
|
208,841 | $1,148,625 | |
| 6 | JBGS |
JBG SMITH Properties
|
22,931 | $335,021 | |
| 7 | SAFE |
Safehold Inc.
This page
|
11,102 | $150,210 |
All Filings in SAFE
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $150,210 | 11,102 | Shares | Sole | 2026-05-15 | |
| 2025-03-31 | $225,463 | 12,044 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $263,524 | 14,260 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $349,803 | 13,336 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $255,631 | 13,252 | Shares | Sole | 2024-08-13 | |
| 2023-09-30 | $604,826 | 33,979 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $521,039 | 21,957 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $562,347 | 19,147 | Shares | Sole | 2023-05-15 | |
| No filing history on record for this holder in this stock. | ||||||