Guru Ownership Trend
Guru Analysis for Safehold Inc. (SAFE)
Safehold Inc. (SAFE), a key player in the Real Estate 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 $94.17 M.
Top institutional holders include Michael Dell and Cliff Asness.
Notably, Michael Dell 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 Cliff Asness who increased their stake by 80.4%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q3 2025)
Guru Consensus (Q3 2025)
FAQs for Safehold Inc. (SAFE)
Major holders include Michael Dell ($89.57 M), Cliff Asness ($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.