Position in SAFE
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$12,454,319
+$859,953 QoQ
Shares Held
793,269
-7.4% QoQ
Ownership
1.12%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#11
of 207 holders
Holding Since
Mar 2023
14 quarters on record
Voting authority
Sole 64%
Shared 0%
None 36%
Common Shares in SAFE Over Time
Shares Held
Position Value (USD)
Position in REIT - Diversified
Real Estate · as of Jun 30, 2026MORGAN STANLEY holds $596,229,214 across 16 REIT - Diversified names. SAFE ranks #7 (2.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VICI |
Vici Properties Inc.
|
9,157,668 | $243,136,079 | |
| 2 | WPC |
W. P. Carey Inc.
|
2,047,971 | $146,429,924 | |
| 3 | JBGS |
JBG SMITH Properties
|
3,941,026 | $57,814,849 | |
| 4 | BNL |
Broadstone Net Lease, Inc.
|
1,571,937 | $32,491,934 | |
| 5 | GNL |
Global Net Lease, Inc.
|
3,098,025 | $27,696,340 | |
| 6 | AAT |
American Assets Trust, Inc.
|
953,785 | $23,548,949 | |
| 7 | SAFE |
Safehold Inc.
This page
|
793,269 | $12,454,319 | |
| 8 | NXDT |
Nexpoint Diversified Real Estate Trust
|
2,243,416 | $11,643,326 |
All Filings in SAFE
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,454,319 | 793,269 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $11,594,366 | 856,938 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $10,729,765 | 783,767 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $14,373,213 | 927,903 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $14,562,753 | 935,910 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $18,840,271 | 1,006,425 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $17,917,260 | 969,549 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $26,766,896 | 1,020,469 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $17,564,985 | 910,575 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $18,527,490 | 899,393 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $21,496,966 | 918,674 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $13,507,026 | 758,822 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $10,434,717 | 439,727 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $26,549,916 | 903,981 | Shares | Defined | 2023-05-15 | |
| No filing history on record for this holder in this stock. | ||||||