Safehold Inc.

SAFE 房地產
$14.11 +$0.15 (1.07%)
Market Cap: $1.01 B
Gurus Holding
2
Popularity Rank
#3682
% of Shares Held
8.84%
Net Activity (Q3 2025)
+$3.89 M

Guru Ownership Trend

Guru Analysis for Safehold Inc. (SAFE)

Safehold Inc. (SAFE), a key player in the 房地產 sector, continues to attract institutional attention.

As of Q3 2025, a total of 2 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $89.54 M.

Top institutional holders include 麥可·戴爾 and 克里夫·阿斯內斯.

Notably, 麥可·戴爾 has expressed high conviction in this stock, allocating 86.42% of their equity portfolio to it.

Institutional sentiment is currently Bullish. This is evidenced by a $3.89 M net inflow during the quarter.

Recent activity highlights 克里夫·阿斯內斯 who increased their stake by 80.4%.

Portfolio Manager % Portfolio Activity Shares Value Report Date
86.42% 5,782,745 $89.57 M Q3 2025
0.01% Add 80.4% 562,839 $8.72 M Q3 2025

Key Holders

Top 5 by Value

Top 5 by Conviction

Recent Activity Breakdown (Q3 2025)

+$3.89 M
Total Buy Value
New Buys 0
Additions 1
-$0
Total Sell Value
Reductions 0
Sold Out 0

Guru Consensus (Q3 2025)

Based on recent activity
Net Sellers
0
Net Buyers
1

FAQs for Safehold Inc. (SAFE)

Major holders include 麥可·戴爾 ($89.57 M), 克里夫·阿斯內斯 ($8.72 M). According to the latest reported data, 2 tracked investment managers collectively hold approximately 6.35 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $3.89 M, with 1 managers increasing positions and 0 managers reducing holdings.

No tracked managers reduced or fully exited their positions in SAFE during the most recent reporting period.

Yes, 0 managers opened new positions in SAFE, and 1 increased their existing holdings. The total reported buy value was $3.89 M.