undamentalytics Newsletter

Safehold Inc.: which funds bought and sold

Institutions that bought and sold Safehold shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 103 institutions that filed 13F reports for both quarters added to or opened positions in Safehold, and 94 cut or closed them. Together they added a net 291K shares, +0.6% on what they held at the start of the quarter. Active managers and hedge funds on our list were net buyers of 482K shares (+7.3%); index fund managers were net buyers of 507K shares (+2.2%). 25 opened a new position and 28 sold out entirely.

Bought, Q2 2026 103 institutions, 25 of them new holders Sold, Q2 2026 94 institutions, 28 of them sold out
Net change, all compared +291K shares (+0.6%)
Net change, active managers +482K shares (+7.3%), 11 bought, 13 sold

Buyers versus sellers

institutions compared, 237
Active managers and hedge funds 11 bought · 13 sold · +482K
Index fund managers 8 bought · 2 sold · +507K
Other institutions 84 bought · 79 sold · −698K

Biggest buyers

by change in shares held
Biggest buyers
Institution Change in shares Shares June 30, 2026 Value
T. Rowe Price Investment Management, Inc. Active manager +779K +20.0% 4.7M $73.4M
Blackrock, Inc. Index funds +201K +2.1% 9.9M $156M
Goldman Sachs Group Inc +176K +63.1% 456K $7.2M
Jupiter Asset Management Ltd Active manager +165K +933.6% 182K $2.9M
Ameriprise Financial Inc +135K +13.4% 1.1M $18M
Jane Street Group, LLC +117K +151.1% 195K $3.1M
Geode Capital Management, LLC Index funds +114K +8.4% 1.5M $23.1M
Two Sigma Investments, LP Hedge fund +101K +339.9% 131K $2.1M
HRT Financial LP +100K +242.8% 141K $2.2M
Vanguard Portfolio Management LLC Index funds +100K +2.0% 5.1M $80M
State Of New Jersey Common Pension Fund D +78K +35.0% 302K $4.7M
AQR Capital Management LLC Hedge fund +78K +17.5% 524K $8.2M
Xtx Topco Ltd +77K New position 77K $1.2M
Tidal Investments LLC +69K New position 69K $1.1M
Jpmorgan Chase & Co +47K +5.7% 862K $14M
Charles Schwab Investment Management Inc Index funds +45K +5.6% 843K $13.2M
Russell Investments Group, Ltd. +43K +24.1% 224K $3.5M
Nuveen, LLC +43K +33.3% 172K $2.7M
Squarepoint Ops LLC Hedge fund +42K New position 42K $658,003
Quantinno Capital Management LP +41K +24.5% 210K $3.3M

Biggest sellers

by change in shares held
Biggest sellers
Institution Change in shares Shares June 30, 2026 Value
Long Pond Capital, LP −554K Sold out 0 —
First Trust Advisors LP −317K Sold out 0 —
Balyasny Asset Management L.P. Hedge fund −244K Sold out 0 —
SG Americas Securities, LLC −227K −81.3% 52K $819,000
Prudential Financial Inc −196K −58.3% 140K $2.2M
Algert Global LLC Hedge fund −192K −24.0% 608K $9.5M
Man Group PLC Hedge fund −124K −55.9% 98K $1.5M
Citadel Advisors LLC Hedge fund −117K Sold out 0 —
Newedge Wealth, LLC −96K −12.6% 671K $10.5M
Paralel Advisors LLC −83K Sold out 0 —
Morgan Stanley −64K −7.4% 793K $12.5M
Campbell & Co Investment Adviser LLC −60K Sold out 0 —
Inceptionr LLC −42K Sold out 0 —
Susquehanna International Group, LLP −37K Sold out 0 —
Aristotle Capital Boston, LLC −35K −16.5% 177K $2.8M
UBS Group AG −26K −26.5% 73K $1.2M
Peregrine Capital Management LLC −25K −8.0% 291K $4.6M
Allstate Corp −24K −39.7% 36K $569,832
Sei Investments Co −21K −9.7% 198K $3.1M
First Citizens Bank & Trust Co −21K Sold out 0 —

New positions

largest by value
InstitutionSharesValue June 30, 2026
Xtx Topco Ltd 77K $1.2M
Tidal Investments LLC 69K $1.1M
Squarepoint Ops LLCHedge fund 42K $658,003
Jefferies Financial Group Inc. 37K $573,835
Fox Run Management, L.L.C. 24K $384,446
Wealthspire Advisors, LLC 20K $307,469
Atom Investors LP 16K $245,815
Steward Partners Investment Advisory, LLC 14K $224,121
Acadian Asset Management LLCActive manager 13K $206,000
Ae Wealth Management LLC 13K $202,922

Sold out

largest by value
InstitutionSharesValue March 31, 2026
Long Pond Capital, LP 554K $7.5M
First Trust Advisors LP 317K $4.3M
Balyasny Asset Management L.P.Hedge fund 244K $3.3M
Citadel Advisors LLCHedge fund 117K $1.6M
Paralel Advisors LLC 83K $1.1M
Campbell & Co Investment Adviser LLC 60K $806,956
Inceptionr LLC 42K $570,262
Susquehanna International Group, LLP 37K $496,876
First Citizens Bank & Trust Co 21K $284,170
Envestnet Portfolio Solutions, Inc. 20K $273,103

Who holds the shares

13F holdings at June 30, 2026
Institutions reporting
212
Ten largest holders
71.4%
of 13F-reported shares
Index fund managers
48.0%
of 13F-reported shares
Active managers and hedge funds
14.5%
of 13F-reported shares
Buying and selling by type of institution, March 31, 2026 to June 30, 2026
TypeBoughtSoldNewSold outNet change in sharesNet %
Active managers and hedge funds 11 13 2 5 +482K +7.3%
Index fund managers 8 2 0 0 +507K +2.2%
Other institutions 84 79 23 23 −698K −3.7%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

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