Safehold Inc (SAFE) Smart Money Holdings (13F, Q2 2026)

SAFE ranks #2805 out of 37501 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

SAFE is a top-conviction position for Msd Capital, L.p. — at 89.2% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.

The largest dollar stake in SAFE belongs to BlackRock, Inc., but the position matters far more to Msd Capital, L.p., who has 89.2% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.

Ameriprise Financial Inc has added to its SAFE position for two straight quarters, increasing it by $14.3M to reach $18.0M today.

Ken Griffin has trimmed its SAFE position for two straight quarters, cutting it by $6.3M while still holding $874.5K.

SAFE is up 0.4% today, and institutions have been net buyers of $51.2M this quarter — today's price move and the underlying institutional flow are pointing the same direction.

SAFE posted net income of $116.2M over the trailing twelve months, and currently trades at a P/E of 9.4.

• Profitable — net income of $116.2M over the trailing twelve months
• Revenue grew 12.1% year over year
• Net income improved year over year, from $102.7M to $116.2M
• Generated $47.8M in positive operating cash flow
• Liabilities run 2.00x equity — within a conventional range