Position in SAFE
as of Jun 30, 2026
· filed Aug 19, 2026
Position Value
$385,953
+$170,258 QoQ
Shares Held
24,583
+54.2% QoQ
Ownership
0.035%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#93
of 211 holders
Holding Since
Mar 2020
17 quarters on record
Voting authority
Sole 12%
Shared 0%
None 88%
Common Shares in SAFE Over Time
Shares Held
Position Value (USD)
Position in REIT - Diversified
Real Estate · as of Jun 30, 2026MERCER GLOBAL ADVISORS INC /ADV holds $32,913,532 across 12 REIT - Diversified names. SAFE ranks #10 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VICI |
Vici Properties Inc.
|
702,443 | $18,649,861 | |
| 2 | WPC |
W. P. Carey Inc.
|
103,649 | $7,410,903 | |
| 3 | BNL |
Broadstone Net Lease, Inc.
|
68,149 | $1,408,639 | |
| 4 | ESRT |
Empire State Realty Trust, Inc.
|
243,814 | $1,319,033 | |
| 5 | AAT |
American Assets Trust, Inc.
|
48,540 | $1,198,452 | |
| 6 | GOOD |
Gladstone Commercial Corp
|
49,659 | $610,805 | |
| 7 | JBGS |
JBG SMITH Properties
|
41,208 | $604,521 | |
| 8 | CTO |
CTO Realty Growth, Inc.
|
20,070 | $431,705 |
All Filings in SAFE
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $385,953 | 24,583 | Shares | Sole | 2026-08-19 | |
| 2026-03-31 | $215,695 | 15,942 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $185,294 | 13,535 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $291,103 | 18,793 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $156,300 | 10,045 | Shares | Sole | 2025-08-14 | |
| 2022-12-31 STAR | — | 15,458 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 STAR | — | 18,889 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 STAR | — | 23,639 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 STAR | — | 36,477 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 STAR | — | 37,006 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 STAR | — | 39,830 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 STAR | — | 54,081 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 STAR | — | 52,694 | Shares | Sole | 2021-08-10 | |
| 2020-12-31 STAR | — | 29,818 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 STAR | — | 28,241 | Shares | Sole | 2020-12-10 | |
| 2020-06-30 STAR | — | 46,177 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 STAR | — | 72,224 | Shares | Sole | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||