Guru Ownership Over Time
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 $87.63 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%.
| Portfolio Manager | % of portfolio | Activity | Shares | Value | Peroid |
|---|---|---|---|---|---|
| 86.42% | 5,782,745 | $89.57 M | Q3 2025 | ||
| 0.01% | Add 80.4% | 562,839 | $8.72 M | Q3 2025 |
| Period | Portfolio Manager | Activity | Share change | % change to portfolio |
|---|
| Period | Portfolio Manager | Activity | Share change | % change to portfolio |
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| Period | Portfolio Manager | Activity | Share change | % change to portfolio |
|---|
| Portfolio Manager | Option Type | % of portfolio | Activity | Shares | Value | Period |
|---|
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown(Q3 2025)
Guru Consensus (Q3 2025)
FAQs for Safehold Inc. (SAFE)
Top Guru holders include Michael Dell ($89.57 M), Cliff Asness ($8.72 M). Collectively, tracked Gurus hold 6.35 M shares.
Based on recent 13F filings, the sentiment is **Positive (Net Buy)**. There was a net inflow of $3.89 M, with 1 Gurus buying and 0 Gurus selling.
No tracked Gurus reduced or sold out of their positions in SAFE during the most recent reported quarter.
Yes, 0 Gurus opened new positions in SAFE, and 1 added to their existing holdings. Total buy value was $3.89 M.