SPIRIT OF AMERICA MANAGEMENT CORP/NY

Position in CG — Carlyle Group Inc.

CIK 1041283 SYOSSET, NY

Position in CG

as of Jun 30, 2026 · filed Jul 14, 2026 Compact

Position Value

$149,490

-$143,269 QoQ

Shares Held

3,550

-41.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#422

of 579 holders

Holding Since

Mar 2020

26 quarters on record

Financial Services · as of Jun 30, 2026

SPIRIT OF AMERICA MANAGEMENT CORP/NY holds $2,809,619 across 5 Asset Management names. CG ranks #5 (5.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BX	Blackstone Inc.	12,200	$1,435,574
2	DBRG	DigitalBridge Group, Inc.	46,000	$725,880
3	HASI	HA Sustainable Infrastructure Capital, Inc.	7,717	$301,348
4	KKR	KKR & Co. Inc.	2,150	$197,327
5	CG	Carlyle Group Inc. This page	3,550	$149,490

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$149,490	3,550	-41.3%	Shares	Sole	2026-07-14
2026-03-31	$292,759	6,050	0.0%	Shares	Sole	2026-04-15
2025-12-31	$357,615	6,050	0.0%	Shares	Sole	2026-01-15
2025-09-30	$379,335	6,050	0.0%	Shares	Sole	2025-10-15
2025-06-30	$310,970	6,050	0.0%	Shares	Sole	2025-07-29
2025-03-31	$263,719	6,050	0.0%	Shares	Sole	2025-04-21
2024-12-31	$305,464	6,050	0.0%	Shares	Sole	2025-01-27
2024-09-30	$260,513	6,050	0.0%	Shares	Sole	2024-10-23
2024-06-30	$242,907	6,050	0.0%	Shares	Sole	2024-07-25
2024-03-31	$283,805	6,050	0.0%	Shares	Sole	2024-04-17
2023-12-31	$246,174	6,050	0.0%	Shares	Sole	2024-01-22
2023-09-30	$182,468	6,050	0.0%	Shares	Sole	2023-10-19
2023-06-30	$193,297	6,050	0.0%	Shares	Sole	2023-07-24
2023-03-31	$187,913	6,050	0.0%	Shares	Sole	2023-04-11
2022-12-31	$180,532	6,050	0.0%	Shares	Sole	2023-01-18
2022-09-30	$156,332	6,050	0.0%	Shares	Sole	2022-10-19
2022-06-30	$191,543	6,050	0.0%	Shares	Sole	2022-07-19
2022-03-31	$295,905	6,050	0.0%	Shares	Sole	2022-04-19
2021-12-31	$332,145	6,050	0.0%	Shares	Sole	2022-01-19
2021-09-30	$286,044	6,050	0.0%	Shares	Sole	2021-10-15
2021-06-30	$281,204	6,050	0.0%	Shares	Sole	2021-07-20
2021-03-31	$222,398	6,050	0.0%	Shares	Sole	2021-04-15
2020-12-31	$190,212	6,050	-24.8%	Shares	Sole	2021-01-19
2020-09-30	$198,593	8,050	0.0%	Shares	Sole	2020-10-13
2020-06-30	$224,595	8,050	-23.7%	Shares	Sole	2020-07-10
2020-03-31	$228,407	10,550	—	Shares	Sole	2020-04-07
No filing history on record for this holder in this stock.