Safehold Inc. (SAFE) stock: price, suppliers, customers and institutional ownership
Prices via Intrinio. Supplier and customer ties are extracted from SEC filings and carry the sentence they came from. Not investment advice.
Prices via Intrinio. Supplier and customer ties are extracted from SEC filings and carry the sentence they came from. Not investment advice.
iStar Inc. (NYSE: STAR) is focused on reinventing the ground lease sector, unlocking value for real estate owners throughout the country by providing modern, more efficient ground leases on all types of properties. As the founder, investment manager and largest shareholder of Safehold Inc. (NYSE: SAFE), the first publicly traded company to focus on modern ground leases, iStar is helping create a logical new approach to the way real estate is owned, and continues to use its historic strengths in finance and net lease to expand this unique platform. Recognized as a consistent innovator in the real estate markets, iStar specializes in identifying and scaling newly discovered opportunities and has completed more than $40 billion of transactions over the past two decades.
the bull case· 4
5
disclosed supplier and customer ties in SEC filings
sec filingsedgar4
of the funds on file reporting a position in SAFE
n-portas of Jun 30 '26213
managers reporting a position in thirteen F filings
13fJun 30 '26+4.00%
change in shares held by the ten largest reporting managers over the latest quarter
13fJun 30 '26the bear case· 4
7 of 8
recent reports where the move came in under the options implied range
earnings historyimplied vs realized7 of 23
of the largest reporting managers cut their stake in the latest quarter
13fJun 30 '2618
managers whose positions together make up four fifths of the reported value
13fJun 30 '260.04%
of VANGUARD REAL ESTATE INDEX FUND's assets the largest fund weight on file
n-portApr 30 '26Sides and captions by the model; every figure is ours. Built Sep 16 '26 for the Nov 2 '26 report. Not a forecast, not advice.
Of the 6 companies Safehold Inc. moves with most closely, none share its SEC classification.
Measured against 499 trading days of our own closes. Co-movement, not cause.
SIC 6798, Real Estate Investment Trusts, from each company's own filings. Largest first.
tall tick = annual report · 1 on record
SAFE (Safehold Inc.) has 4 disclosed suppliers and 1 disclosed customers, strongest disclosure first.
Suppliers:
Customers:
Select a tie for its filing sentence; select again to open the company. Nearer the centre, the more the filings disclose. Extended: satellites hang off single companies, not bundled sectors.
High 13.48 at 9:45 am ET, low 13.10 at 3:15 pm ET.
Safehold Inc.
Price, suppliers and customers from SEC filings, institutional ownership and the next report.
NYSE · Real Estate Investment Trusts
213 managers report a position worth $765.8M between them, and 18 of them hold 80% of it.