Position in SAFE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,044,879
+$472,995 QoQ
Shares Held
66,553
+57.5% QoQ
Ownership
0.094%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#62
of 211 holders
Holding Since
Mar 2020
26 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, 2026WELLS FARGO & COMPANY/MN holds $100,169,545 across 16 REIT - Diversified names. SAFE ranks #9 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VICI |
Vici Properties Inc.
|
1,866,483 | $49,555,120 | |
| 2 | WPC |
W. P. Carey Inc.
|
420,900 | $30,094,348 | |
| 3 | JBGS |
JBG SMITH Properties
|
497,019 | $7,291,267 | |
| 4 | BNL |
Broadstone Net Lease, Inc.
|
170,082 | $3,515,593 | |
| 5 | OLP |
One Liberty Properties Inc
|
74,116 | $1,809,911 | |
| 6 | GNL |
Global Net Lease, Inc.
|
190,961 | $1,707,189 | |
| 7 | AHRT |
AH Realty Trust, Inc.
|
158,002 | $1,118,653 | |
| 8 | AAT |
American Assets Trust, Inc.
|
44,162 | $1,090,359 |
All Filings in SAFE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,044,879 | 66,553 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $571,884 | 42,268 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $1,159,308 | 84,683 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $994,534 | 64,205 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $720,754 | 46,321 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $758,757 | 40,532 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $734,006 | 39,719 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $748,471 | 28,535 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $542,646 | 28,131 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $578,282 | 28,072 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $627,375 | 26,811 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $934,623 | 52,507 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $485,916 | 20,477 | Shares | Defined | 2023-08-15 | |
| 2023-03-31 | $549,451 | 18,708 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 STAR | — | 85,803 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 STAR | — | 85,105 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 STAR | — | 86,666 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 STAR | — | 135,562 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 STAR | — | 164,909 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 STAR | — | 146,887 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 STAR | — | 168,034 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 STAR | — | 153,242 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 STAR | — | 260,782 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 STAR | — | 270,151 | Shares | Defined | 2020-11-05 | |
| 2020-06-30 STAR | — | 291,467 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 STAR | — | 385,557 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||