SAFE
Safehold Inc.
-0.19 (-1.37%)13.63USD157K成交股數965M市值8.5本益比(近四季)2.3股價營收比+22.2%營收年增(近四季)2026-10-29下次財報
內部人交易 SEC Form 4 · 董事、高階主管與持股 10% 以上股東 · 交易後兩個營業日內申報
買賣點與股價近一年
● 公開市場買進 · ● 公開市場賣出 · 空心 = 10b5-1 預設計畫(事先排程,不代表當下看法)。近一年,只畫 P / S 兩種代碼。
統計
| 近 90 天 買進筆數 · 金額 · 人數 | 0 · 0 · 0 |
|---|---|
| 近 90 天 賣出筆數 · 金額 · 人數 | 1 · 138K · 1 |
| 其中 10b5-1 計畫賣出 | 0 筆 |
| 近 180 天 買進 · 賣出金額 | 0 · 138K |
| 近 180 天 淨額 | −138K |
公開市場買進(P)是內部人自掏腰包,通常比賣出更有資訊含量 —— 賣出的理由很多(繳稅、分散、買房),買進的理由只有一個。
10b5-1 是事先排定的交易計畫,執行時點不反映當下看法。獲配股票(A)、繳稅扣股(F)、選擇權執行(M)是薪酬流程,不是意見。
| 交易日 | 申報日 | 申報人 | 職稱 | 代碼 | 股數 | 價格 | 金額 | 交易後持股 | 原件 |
|---|---|---|---|---|---|---|---|---|---|
| 2026-09-09 | 09-11 | JOSEPHS ROBIN | Director | S 公開市場賣出 | 9.5K | 14.56 | 138K | 89.1K | SEC |
| 2026-07-15 | 07-17 | RIDINGS BARRY W | Director | A 獲配股票 | 30 | – | – | 61.7K | SEC |
| 2026-07-15 | 07-17 | JOSEPHS ROBIN | Director | A 獲配股票 | 335 | – | – | 98.6K | SEC |
| 2026-05-29 | 06-01 | Uhlick Christopher Michael | Chief Accounting Officer | A 獲配股票 | 4.5K | – | – | 12.5K | SEC |
| 2026-05-14 | 05-15 | JOSEPHS ROBIN | Director | A 獲配股票 | 8.8K | – | – | 98.2K | SEC |
| 2026-05-14 | 05-15 | RIDINGS BARRY W | Director | A 獲配股票 | 8.8K | – | – | 61.7K | SEC |
| 2026-05-14 | 05-15 | SELIG STEFAN M | Director | A 獲配股票 | 13.7K | – | – | 105K | SEC |
| 2026-05-14 | 05-15 | NYDICK JAY S | Director | A 獲配股票 | 8.8K | – | – | 47.3K | SEC |
| 2026-04-15 | 04-17 | RIDINGS BARRY W | Director | A 獲配股票 | 33 | – | – | 52.9K | SEC |
| 2026-04-15 | 04-17 | JOSEPHS ROBIN | Director | A 獲配股票 | 359 | – | – | 89.5K | SEC |
| 2026-03-31 | 04-02 | Asnas Brett | CHIEF FINANCIAL OFFICER | F 繳稅扣股 | 8.1K | – | – | 206K | SEC |
| 2026-03-31 | 04-02 | SUGARMAN JAY | CHAIRMAN AND CEO | F 繳稅扣股 | 23.7K | – | – | 1.8M | SEC |
| 2026-02-27 | 03-03 | SUGARMAN JAY | CHAIRMAN AND CEO | F 繳稅扣股 | 40.8K | – | – | 1.9M | SEC |
| 2026-02-27 | 03-03 | Asnas Brett | CHIEF FINANCIAL OFFICER | F 繳稅扣股 | 27.3K | – | – | 214K | SEC |
| 2026-02-27 | 03-03 | Asnas Brett | CHIEF FINANCIAL OFFICER | A 獲配股票 | 66.2K | – | – | 214K | SEC |
| 2026-02-27 | 03-03 | SUGARMAN JAY | CHAIRMAN AND CEO | A 獲配股票 | 90.1K | – | – | 1.9M | SEC |
| 2026-01-15 | 01-20 | RIDINGS BARRY W | Director | A 獲配股票 | 33 | – | – | 52.9K | SEC |
| 2026-01-15 | 01-20 | JOSEPHS ROBIN | Director | A 獲配股票 | 362 | – | – | 89.1K | SEC |
| 2025-12-01 | 12-03 | Trachtenberg Michael Lane | President | A 獲配股票 | 93.1K | – | – | 93.1K | SEC |
| 2025-10-15 | 10-17 | JOSEPHS ROBIN | Director | A 獲配股票 | 346 | – | – | 88.7K | SEC |
| 2025-10-15 | 10-17 | RIDINGS BARRY W | Director | A 獲配股票 | 32 | – | – | 52.9K | SEC |
| 2025-07-15 | 07-17 | JOSEPHS ROBIN | Director | A 獲配股票 | 356 | – | – | 88.4K | SEC |
| 2025-07-15 | 07-17 | RIDINGS BARRY W | Director | A 獲配股票 | 33 | – | – | 52.8K | SEC |
| 2025-07-07 | 07-08 | Uhlick Christopher Michael | Chief Accounting Officer | A 獲配股票 | 8.0K | – | – | 8.0K | SEC |
| 2025-05-15 | 05-19 | SELIG STEFAN M | Director | A 獲配股票 | 13.6K | – | – | 91.5K | SEC |
| 2025-05-15 | 05-19 | JOSEPHS ROBIN | Director | A 獲配股票 | 8.8K | – | – | 88.0K | SEC |
| 2025-05-15 | 05-19 | NYDICK JAY S | Director | A 獲配股票 | 8.8K | – | – | 38.6K | SEC |
| 2025-05-15 | 05-19 | RIDINGS BARRY W | Director | A 獲配股票 | 8.8K | – | – | 52.8K | SEC |
| 2025-04-15 | 04-17 | RIDINGS BARRY W | Director | A 獲配股票 | 32 | – | – | 44.0K | SEC |
| 2025-04-15 | 04-17 | JOSEPHS ROBIN | Director | A 獲配股票 | 348 | – | – | 39.7K | SEC |
| 2025-03-31 | 04-02 | SUGARMAN JAY | CHAIRMAN AND CEO | F 繳稅扣股 | 23.9K | – | – | 1.8M | SEC |
| 2025-03-31 | 04-02 | Asnas Brett | CHIEF FINANCIAL OFFICER | F 繳稅扣股 | 8.3K | – | – | 175K | SEC |
| 2025-02-28 | 03-03 | SUGARMAN JAY | CHAIRMAN AND CEO | A 獲配股票 | 105K | – | – | 1.8M | SEC |
| 2025-02-28 | 03-03 | Asnas Brett | CHIEF FINANCIAL OFFICER | F 繳稅扣股 | 19.1K | – | – | 183K | SEC |
| 2025-02-28 | 03-03 | SUGARMAN JAY | CHAIRMAN AND CEO | F 繳稅扣股 | 50.0K | – | – | 1.8M | SEC |
| 2025-02-28 | 03-03 | Asnas Brett | CHIEF FINANCIAL OFFICER | A 獲配股票 | 38.9K | – | – | 183K | SEC |
| 2025-01-15 | 01-17 | RIDINGS BARRY W | Director | A 獲配股票 | 28 | – | – | 44.0K | SEC |
| 2025-01-15 | 01-17 | JOSEPHS ROBIN | Director | A 獲配股票 | 309 | – | – | 39.4K | SEC |
| 2024-10-15 | 10-17 | JOSEPHS ROBIN | Director | A 獲配股票 | 210 | – | – | 39.0K | SEC |
| 2024-10-15 | 10-17 | RIDINGS BARRY W | Director | A 獲配股票 | 19 | – | – | 44.0K | SEC |
| 2024-07-15 | 07-16 | RIDINGS BARRY W | Director | A 獲配股票 | 22 | – | – | 43.9K | SEC |
| 2024-07-15 | 07-16 | JOSEPHS ROBIN | Director | A 獲配股票 | 238 | – | – | 38.8K | SEC |
| 2024-05-15 | 05-17 | NYDICK JAY S | Director | A 獲配股票 | 7.1K | – | – | 29.8K | SEC |
| 2024-05-15 | 05-17 | RIDINGS BARRY W | Director | A 獲配股票 | 7.1K | – | – | 43.0K | SEC |
| 2024-05-15 | 05-17 | JOSEPHS ROBIN | Director | A 獲配股票 | 7.1K | – | – | 28.5K | SEC |
| 2024-05-15 | 05-17 | SELIG STEFAN M | Director | A 獲配股票 | 11.0K | – | – | 77.9K | SEC |
| 2024-04-15 | 04-17 | RIDINGS BARRY W | Director | A 獲配股票 | 25 | – | – | 35.9K | SEC |
| 2024-04-15 | 04-17 | JOSEPHS ROBIN | Director | A 獲配股票 | 274 | – | – | 21.4K | SEC |
| 2024-03-31 | 04-02 | Asnas Brett | CHIEF FINANCIAL OFFICER | F 繳稅扣股 | 7.8K | – | – | 164K | SEC |
| 2024-03-31 | 04-02 | SUGARMAN JAY | CHAIRMAN AND CEO | F 繳稅扣股 | 17.5K | – | – | 1.8M | SEC |
| 2024-02-29 | 03-04 | Asnas Brett | CHIEF FINANCIAL OFFICER | F 繳稅扣股 | 15.5K | – | – | 61.7K | SEC |
| 2024-02-29 | 03-04 | Asnas Brett | CHIEF FINANCIAL OFFICER | A 獲配股票 | 49.7K | – | – | 110K | SEC |
| 2024-02-29 | 03-04 | Asnas Brett | CHIEF FINANCIAL OFFICER | A 獲配股票 | 37.7K | – | – | 61.7K | SEC |
| 2023-12-29 | 01-02 | SUGARMAN JAY | CHAIRMAN AND CEO | G 贈與 | 100K | – | – | 167K | SEC |
| 2023-12-29 | 01-02 | SUGARMAN JAY | CHAIRMAN AND CEO | G 贈與 | 100K | – | – | 1.6M | SEC |
| 2023-12-19 | 12-19 | NYDICK JAY S | Director | S 公開市場賣出 | 8.0K | 23.00 | 185K | 30.0K | SEC |
| 2023-12-18 | 12-19 | NYDICK JAY S | Director | S 公開市場賣出 | 10.5K | 23.02 | 242K | 21.9K | SEC |
| 2023-12-12 | 12-12 | JOSEPHS ROBIN | Director | S 公開市場賣出 | 1.1K | 21.43 | 25K | 94.3K | SEC |
| 2023-08-08 | 08-09 | SUGARMAN JAY | CHAIRMAN AND CEO | P 公開市場買進 | 65.4K | 21.40 | 1.4M | 156K | SEC |
| 2023-06-20 | 06-22 | NYDICK JAY S | Director | A 獲配股票 | 5.3K | – | – | 32.4K | SEC |
| 2023-06-20 | 06-22 | RIDINGS BARRY W | Director | A 獲配股票 | 5.3K | – | – | 34.3K | SEC |
| 2023-06-20 | 06-22 | JOSEPHS ROBIN | Director | A 獲配股票 | 5.3K | – | – | 95.4K | SEC |
| 2023-06-20 | 06-22 | SELIG STEFAN M | Director | A 獲配股票 | 8.3K | – | – | 66.9K | SEC |
| 2023-05-26 | 05-30 | SUGARMAN JAY | CHAIRMAN AND CEO | P 公開市場買進 | 1.7K | 24.41 | 41K | 91.0K | SEC |
| 2023-05-26 | 05-30 | SUGARMAN JAY | CHAIRMAN AND CEO | P 公開市場買進 | 8.3K | 24.62 | 205K | 91.0K | SEC |
| 2023-05-11 | 05-12 | RIDINGS BARRY W | Director | P 公開市場買進 | 1.8K | 28.10 | 50K | 1.8K | SEC |
| 2023-05-11 | 05-12 | RIDINGS BARRY W | Director | P 公開市場買進 | 1.8K | 28.11 | 50K | 1.8K | SEC |
| 2023-05-11 | 05-12 | RIDINGS BARRY W | Director | P 公開市場買進 | 2.7K | 28.14 | 75K | 4.7K | SEC |
| 2023-05-05 | 05-08 | SUGARMAN JAY | CHAIRMAN AND CEO | P 公開市場買進 | 1.0K | 28.21 | 28K | 1.7M | SEC |
| 2023-05-04 | 05-05 | SUGARMAN JAY | CHAIRMAN AND CEO | P 公開市場買進 | 1.2K | 26.86 | 32K | 1.7M | SEC |
| 2023-05-03 | 05-04 | SUGARMAN JAY | CHAIRMAN AND CEO | P 公開市場買進 | 1.1K | 26.99 | 30K | 1.7M | SEC |
| 2023-05-02 | 05-03 | SUGARMAN JAY | CHAIRMAN AND CEO | P 公開市場買進 | 1.0K | 26.62 | 27K | 1.7M | SEC |
| 2023-03-31 | 04-02 | JOSEPHS ROBIN | Director | A 獲配股票 | 10.0K | – | – | 100K | SEC |
| 2023-03-31 | 04-02 | SUGARMAN JAY | CHAIRMAN AND CEO | A 獲配股票 | 173K | – | – | 1.9M | SEC |
| 2023-03-31 | 04-02 | SUGARMAN JAY | CHAIRMAN AND CEO | F 繳稅扣股 | 53.4K | – | – | 1.7M | SEC |
| 2023-03-31 | 04-02 | SUGARMAN JAY | CHAIRMAN AND CEO | A 獲配股票 | 96.6K | – | – | 1.8M | SEC |
| 2023-03-31 | 04-04 | GIC Private Ltd | Director | A 獲配股票 | 2.1M | – | – | 2.1M | SEC |
| 2023-03-31 | 04-04 | GIC Private Ltd | Director | A 獲配股票 | 2.1M | – | – | 2.1M | SEC |
| 2023-03-31 | 04-04 | SFTY Venture LLC | Director | A 獲配股票 | 2.1M | – | – | 2.1M | SEC |
| 2023-03-31 | 04-04 | SFTY Venture LLC | Director | A 獲配股票 | 2.1M | – | – | 2.1M | SEC |
機構持股(13F) 管理規模 1 億美元以上的機構,每季末後 45 天內申報 · 最新 2026-06-30
前 25 大持有機構季末市值 · 與前一季股數比較
| 機構 | 持股 | 季末市值 | 股數季變化 | 動作 |
|---|---|---|---|---|
| BlackRock, Inc. | 9.9M | 156M | +201K (+2%) | 加碼 |
| MSD CAPITAL, L.P. | 5.8M | 90.8M | 不變 | 持平 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 5.1M | 80.0M | +99.6K (+2%) | 加碼 |
| STATE STREET CORP | 2.6M | 41.2M | −11.0K (-0%) | 減碼 |
| VANGUARD CAPITAL MANAGEMENT LLC | 2.3M | 36.1M | +33.1K (+1%) | 加碼 |
| GEODE CAPITAL MANAGEMENT, LLC | 1.5M | 23.1M | +114K (+8%) | 加碼 |
| AMERIPRISE FINANCIAL INC | 1.1M | 18.0M | +135K (+13%) | 加碼 |
| JPMORGAN CHASE & CO | 862K | 14.0M | +46.7K (+6%) | 加碼 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 843K | 13.2M | +44.9K (+6%) | 加碼 |
| MORGAN STANLEY | 793K | 12.5M | −63.7K (-7%) | 減碼 |
| NewEdge Wealth, LLC | 671K | 10.5M | −96.4K (-13%) | 減碼 |
| NORTHERN TRUST CORP | 653K | 10.2M | +37.2K (+6%) | 加碼 |
| ALGERT GLOBAL LLC | 608K | 9.5M | −192K (-24%) | 減碼 |
| AQR CAPITAL MANAGEMENT LLC | 524K | 8.2M | +77.9K (+17%) | 加碼 |
| GOLDMAN SACHS GROUP INC | 456K | 7.2M | +176K (+63%) | 加碼 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 416K | 6.5M | −3.7K (-1%) | 減碼 |
| Bank of New York Mellon Corp | 412K | 6.5M | +16.0K (+4%) | 加碼 |
| BANK OF AMERICA CORP /DE/ | 328K | 5.2M | −9.1K (-3%) | 減碼 |
| VANGUARD FIDUCIARY TRUST CO | 313K | 4.9M | +3.9K (+1%) | 加碼 |
| DENALI ADVISORS LLC | 310K | 4.9M | 不變 | 持平 |
| State of New Jersey Common Pension Fund D | 302K | 4.7M | +78.3K (+35%) | 加碼 |
| Michelson Medical Research Foundation, Inc. | 297K | 4.7M | 不變 | 持平 |
| Legal & General Group Plc | 293K | 4.6M | −11.6K (-4%) | 減碼 |
| PRINCIPAL FINANCIAL GROUP INC | 293K | 4.6M | +3.7K (+1%) | 加碼 |
| PEREGRINE CAPITAL MANAGEMENT LLC | 291K | 4.6M | −25.4K (-8%) | 減碼 |
持有機構數近 12 季
每季 13F 申報中持有本股的機構家數;綠柱 = 比上季少。機構數是「有多少人在船上」,不是「買了多少」。
| 持有機構 · 季變化 | 214 -2 |
|---|---|
| 新進 / 出清 / 加碼 / 減碼 | 30 / 32 / 72 / 56 |
| 機構合計持股 · 佔流通股 | 48.6M · 68.7% |
| 合計季末市值 | 681M |
13F 只申報多頭部位(含可轉債與選擇權,選擇權這裡已排除),不申報放空,也不申報 1 億美元以下的機構。同一集團多個申報主體會各算一家。
放空餘額 FINRA 每月兩次(15 日與月底結算)· 最新 2026-08-31
空單佔流通股近 13 個月
FINRA 每月兩次結算的空單餘額佔流通股數的比例,近 13 個月。滑到柱子看股數與回補天數。
最新一期
| 空單股數 | 3.4M |
|---|---|
| 與上期比 | +2.4% |
| 佔流通股數 | 4.80% |
| 日均成交量 | 262K |
| 回補天數 | 13.0 天 |
空單佔比 10% 以上算高、20% 以上算很高(這是通行的說法,不是本站的判斷)。回補天數 = 空單 ÷ 日均量,天數愈長,空方要出場時愈容易推升股價。
放空餘額是「有人借股票賣掉還沒還」的存量,不代表看空的人正在加碼;避險基金做多空配對時也會產生空單。
| 結算日 | 空單股數 | 與上期比 | 佔流通股 | 日均量 | 回補天數 |
|---|---|---|---|---|---|
| 2026-08-31 | 3.4M | +2.4% | 4.80% | 262K | 13.0 |
| 2026-08-14 | 3.3M | -0.2% | 4.69% | 275K | 12.1 |
| 2026-07-31 | 3.3M | -0.6% | 4.70% | 297K | 11.2 |
| 2026-07-15 | 3.3M | +6.4% | 4.73% | 270K | 12.4 |
| 2026-06-30 | 3.1M | +1.3% | 4.45% | 486K | 6.5 |
| 2026-06-15 | 3.1M | +7.5% | 4.39% | 346K | 9.0 |
| 2026-05-29 | 2.9M | +0.3% | 4.08% | 284K | 10.2 |
| 2026-05-15 | 2.9M | +1.9% | 4.07% | 435K | 6.6 |
| 2026-04-30 | 2.8M | +0.7% | 3.99% | 389K | 7.3 |
| 2026-04-15 | 2.8M | +4.8% | 3.96% | 367K | 7.7 |
| 2026-03-31 | 2.7M | -1.3% | 3.78% | 348K | 7.7 |
| 2026-03-13 | 2.7M | -4.9% | 3.83% | 275K | 9.9 |
| 2026-02-27 | 2.9M | -2.0% | 4.03% | 324K | 8.8 |
| 2026-02-13 | 2.9M | +3.3% | 4.11% | 398K | 7.3 |
| 2026-01-30 | 2.8M | -0.3% | 3.98% | 371K | 7.6 |
| 2026-01-15 | 2.8M | +8.9% | 3.99% | 504K | 5.6 |
| 2025-12-31 | 2.6M | -24.3% | 3.66% | 514K | 5.0 |
| 2025-12-15 | 3.4M | -4.8% | 4.83% | 440K | 7.8 |
| 2025-11-28 | 3.6M | -1.2% | 5.08% | 401K | 9.0 |
| 2025-11-14 | 3.6M | -0.6% | 5.14% | 579K | 6.3 |
| 2025-10-31 | 3.7M | +0.4% | 5.17% | 320K | 11.4 |
| 2025-10-15 | 3.6M | +11.3% | 5.15% | 347K | 10.5 |
| 2025-09-30 | 3.3M | -8.8% | 4.62% | 365K | 9.0 |
| 2025-09-15 | 3.6M | -0.0% | 5.07% | 404K | 8.9 |
| 2025-08-29 | 3.6M | -2.0% | 5.07% | 313K | 11.5 |
| 2025-08-15 | 3.7M | +3.5% | 5.17% | 604K | 6.1 |