Position in SAFE
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$7,850
+$1,085 QoQ
Shares Held
500
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#170
of 211 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SAFE Over Time
Shares Held
Position Value (USD)
Position in REIT - Diversified
Real Estate · as of Jun 30, 2026New England Capital Financial Advisors LLC holds $49,534 across 2 REIT - Diversified names. SAFE ranks #2 (15.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WPC |
W. P. Carey Inc.
|
583 | $41,684 | |
| 2 | SAFE |
Safehold Inc.
This page
|
500 | $7,850 |
All Filings in SAFE
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,850 | 500 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $6,765 | 500 | Shares | Sole | 2026-04-27 | |
| No filing history on record for this holder in this stock. | ||||||