Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Safehold Inc (SAFE)

208 + Investors. Track Smart Money conviction in SAFE. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -4
Streak
1Q ▼
Buyers last Q
51%

Smart Money Signals — SAFE

Based on 212 hedge funds · latest filing: 2026 Q2 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their SAFE positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🏔️

At the ownership peak (98% of max)

98% of all-time peak
212 hedge funds hold SAFE right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +6% more funds vs a year ago

fund count last 6Q
+12 new funds entered over the past year (+6% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 51% buying

107 buying102 selling
Last quarter: 107 funds bought or added vs 102 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~31 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 21 → 36 → 33 → 31. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

58% of holders stayed for 2+ years

■ 58% conviction (2yr+) ■ 22% medium ■ 19% new
124 out of 212 hedge funds have held SAFE for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💰

Value +28% but shares only +3% — price-driven

Value
+27%
Shares
+3%
Last quarter: the total dollar value of institutional holdings rose +28%, but actual share count only changed +3%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
📈

Growing discovery — still being found

29 → 21 → 36 → 33 → 31 new funds/Q
New funds entering each quarter: 21 → 36 → 33 → 31. A growing number of institutions are discovering SAFE each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 67% veterans vs 22% newcomers

■ 67% veterans ■ 11% 1-2yr ■ 22% new
Entry-cohort mix of 214 holders: 143 (67%) are 2+ year veterans, 23 entered 1–2 years ago, and 48 (22%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 56% AUM from top-100 funds

56% from top-100 AUM funds
41 of 210 holders are among the 100 largest funds by AUM, controlling 56% of total institutional value in SAFE. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.5
out of 10
Low Exit Risk
Exit risk score 3.5/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — SAFE

In 2026 Q2, 107 hedge funds were net buyers of SAFE (31 opened a new position, 76 added to an existing one), while 102 reduced or exited (67 trimmed, 35 sold completely) — a 51% buyer ratio, indicating a slight buying edge. 56% of total institutional value in SAFE is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -4 funds (more exits than new entries). Total institutional holders: 212.

Hedge Fund Ownership: SAFE

How many hedge funds hold SAFE — quarterly history vs. share price
Quarterly hedge fund ownership of SAFE vs. share price

Market Analysis: SAFE

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: SAFE

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

12 top-rated funds 1 high-conviction
Consensus
4.8
/ 10
breadth
×
Elite
1.2
/ 10
conviction
Hedge Fund Positioning: SAFE
208 + Investors

Track Smart Money conviction in SAFE. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 208 216 -3.7%
13F Shares 49M 48M 1.5%
Total Value $683M $575M 18.74%
New Positions 30 33 -3
Increased Positions 73 79 -6
Closed Positions 36 26 +10
Reduced Positions 66 66 -
Total Calls 1 3 -66.67%
Total Puts 3 3 -
PUT/CALL Ratio 3.0 1.0 Bearish

Statistics: SAFE

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q2)

208 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in SAFE. Verified SEC 13F-HR filings.

QUARTER:
Top 25 SAFE holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Msd Capital, L.P. 89.19% 5,782,745 $90.8M
2 MSD Partners, L.P. 4.55% 222,644 $3.5M
3 Michelson Medical Research Foundation, Inc. 4.32% 297,477 $4.7M
4 Berkeley Capital Partners, LLC 0.55% 169,991 $2.7M
5 Denali Advisors LLC 0.49% 309,600 $4.9M
6 Aristotle Capital Boston, LLC 0.19% 176,932 $2.8M
7 Peregrine Capital Management LLC 0.15% 290,919 $4.6M
8 Guardsman Private Capital Management, INC. 0.12% 10,602 $166K
9 Algert Global LLC 0.11% 608,243 $9.5M
10 NewEdge Wealth, LLC 0.11% 670,665 $10.5M
11 Sterneck Capital Management, LLC 0.07% 10,492 $165K
12 Infrastructure Capital Advisors, LLC 0.07% 72,508 $1.1M
13 Fox Run Management, L.L.C. 0.06% 24,487 $384K
14 CWA Asset Management Group, LLC 0.04% 90,475 $1.4M
15 Angeles Wealth Management, LLC 0.04% 51,252 $814K
16 Breakwater Capital Group 0.03% 15,054 $236K
17 State of Wyoming 0.02% 14,006 $220K
18 Atom Investors LP 0.02% 15,657 $246K
19 Gabelli Funds LLC 0.02% 210,899 $3.3M
20 Kennedy Capital Management LLC 0.02% 72,560 $1.1M
21 NJ State Employees Deferred Compensation Plan 0.02% 10,000 $155K
22 State of New Jersey Common Pension Fund D 0.02% 302,479 $4.7M
23 Inscription Capital, LLC 0.02% 11,387 $179K
24 XTX Topco Ltd 0.02% 77,153 $1.2M
25 Farmers & Merchants Investments Inc 0.02% 40,240 $632K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Safehold Inc (SAFE)

What does the Smart Money Trend signal show for SAFE?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their SAFE positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for SAFE?

Slight buying edge — 51% buying: Last quarter: 107 funds bought or added vs 102 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for SAFE holders?

Elite ownership — 56% AUM from top-100 funds: 41 of 210 holders are among the 100 largest funds by AUM, controlling 56% of total institutional value in SAFE. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held SAFE?

58% of holders stayed for 2+ years: 124 out of 212 hedge funds have held SAFE for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

Full history →