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 Q1 2026, a total of 3 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $89.15 M.
Top institutional holders include Michael Dell and Cliff Asness.
Notably, Michael Dell has expressed high conviction in this stock, allocating 89.59% of their equity portfolio to it.
Institutional sentiment is currently Slightly Bearish. This is evidenced by a $1.01 M net outflow during the quarter.
Recent activity highlights Renaissance Technologies (RenTech) who opened a new position.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q1 2026)
Guru Consensus (Q1 2026)
FAQs for Safehold Inc. (SAFE)
Major holders include Michael Dell ($78.24 M), Cliff Asness ($6.04 M), Renaissance Technologies (RenTech) ($431,025). According to the latest reported data, 3 tracked investment managers collectively hold approximately 6.26 M shares.
According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $1.01 M, with 2 managers increasing positions and 1 managers reducing holdings.
During the most recent reporting period, 0 managers trimmed their positions, while 1 fully exited SAFE. The total reported sell value was $1.49 M.
Yes, 1 managers opened new positions in SAFE, and 1 increased their existing holdings. The total reported buy value was $479,124.11.