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 Q2 2026, a total of 4 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $88.13 M.
Top institutional holders include Michael Dell and Cliff Asness.
Notably, Michael Dell has expressed high conviction in this stock, allocating 89.19% of their equity portfolio to it.
Institutional sentiment is currently Bullish. This is evidenced by a $2.11 M net inflow during the quarter.
Recent activity highlights Jefferies Group who opened a new position.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q2 2026)
Guru Consensus (Q2 2026)
FAQs for Safehold Inc. (SAFE)
Major holders include Michael Dell ($90.79 M), Cliff Asness ($8.23 M), Renaissance Technologies (RenTech) ($812,020). According to the latest reported data, 4 tracked investment managers collectively hold approximately 6.4 M shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $2.11 M, with 3 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, 1 managers opened new positions in SAFE, and 2 increased their existing holdings. The total reported buy value was $2.11 M.