Spirit of America Management Corp’s Blackstone BX Stock Holding History

Spirit of America Management Corp’s Portfolio BX Stock Details BX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.44M	Sell	12,200 -3,800	-24%	-$457K	0.27%	100
2026 Q1	$1.84M	Hold	16,000	–	–	0.36%	82
2025 Q4	$2.47M	Hold	16,000	–	–	0.52%	53
2025 Q3	$2.73M	Buy	16,000 +200	+1%	+$34.3K	0.55%	49
2025 Q2	$2.36M	Buy	15,800 +1,500	+10%	+$206K	0.49%	53
2025 Q1	$2M	Buy	14,300 +1,200	+9%	+$195K	0.4%	64
2024 Q4	$2.26M	Buy	13,100 +1,350	+11%	+$235K	0.46%	57
2024 Q3	$1.8M	Buy	11,750 +200	+2%	+$27.7K	0.36%	72
2024 Q2	$1.43M	Hold	11,550	–	–	0.29%	79
2024 Q1	$1.52M	Hold	11,550	–	–	0.31%	81
2023 Q4	$1.51M	Hold	11,550	–	–	0.33%	74
2023 Q3	$1.24M	Buy	11,550 +300	+3%	+$31.2K	0.28%	76
2023 Q2	$1.05M	Sell	11,250 -6,300	-36%	-$544K	0.24%	93
2023 Q1	$1.54M	Sell	17,550 -6,250	-26%	-$552K	0.34%	74
2022 Q4	$1.77M	Hold	23,800	–	–	0.4%	65
2022 Q3	$1.99M	Hold	23,800	–	–	0.47%	56
2022 Q2	$2.17M	Hold	23,800	–	–	0.49%	55
2022 Q1	$3.02M	Buy	23,800 +3,500	+17%	+$427K	0.59%	42
2021 Q4	$2.63M	Buy	20,300 +2,800	+16%	+$373K	0.53%	60
2021 Q3	$2.04M	Sell	17,500 -850	-5%	-$98.6K	0.44%	66
2021 Q2	$1.78M	Hold	18,350	–	–	0.38%	75
2021 Q1	$1.37M	Sell	18,350 -675	-4%	-$46.6K	0.32%	87
2020 Q4	$1.23M	Sell	19,025 -8,450	-31%	-$492K	0.31%	93
2020 Q3	$1.43M	Hold	27,475	–	–	0.39%	75
2020 Q2	$1.56M	Sell	27,475 -4,000	-13%	-$211K	0.4%	69
2020 Q1	$1.44M	Buy	+31,475	New	+$1.74M	0.46%	58
2019 Q4	–	Sell	-29,345	Closed	-$1.43M	–	234
2019 Q3	$1.43M	Hold	29,345	–	–	0.23%	95
2019 Q2	$1.3M	Hold	29,345	–	–	0.2%	105
2019 Q1	$1.03M	Hold	29,345	–	–	0.15%	122
2018 Q4	$875K	Hold	29,345	–	–	0.14%	127
2018 Q3	$1.12M	Hold	29,345	–	–	0.14%	122
2018 Q2	$943K	Sell	29,345 -5,260	-15%	-$167K	0.12%	136
2018 Q1	$1.11M	Sell	34,605 -1,200	-3%	-$40.9K	0.15%	124
2017 Q4	$1.15M	Sell	35,805 -1,500	-4%	-$48.8K	0.13%	126
2017 Q3	$1.25M	Sell	37,305 -5,600	-13%	-$184K	0.13%	118
2017 Q2	$1.43M	Hold	42,905	–	–	0.15%	107
2017 Q1	$1.27M	Buy	42,905 +2,500	+6%	+$75.2K	0.14%	113
2016 Q4	$1.09M	Hold	40,405	–	–	0.13%	121
2016 Q3	$1.03M	Buy	40,405 +6,600	+20%	+$174K	0.13%	122
2016 Q2	$829K	Hold	33,805	–	–	0.12%	132
2016 Q1	$948K	Hold	33,805	–	–	0.17%	114
2015 Q4	$989K	Buy	33,805 +3,943	+13%	+$126K	0.19%	106
2015 Q3	$928K	Hold	29,862	–	–	0.19%	102
2015 Q2	$1.2M	Buy	29,862 +10,807	+57%	+$444K	0.23%	90
2015 Q1	$727K	Buy	19,055 +13,960	+274%	+$505K	0.15%	146
2014 Q4	$169K	Hold	5,095	–	–	0.04%	284
2014 Q3	$157K	Hold	5,095	–	–	0.05%	291
2014 Q2	$167K	Hold	5,095	–	–	0.07%	246
2014 Q1	$166K	Buy	+5,095	New	+$163K	0.07%	236
2013 Q4	–	Sell	-5,095	Closed	-$124K	–	95
2013 Q3	$124K	Hold	5,095	–	–	0.05%	268
2013 Q2	$105K	Buy	+5,095	New	+$106K	0.04%	253

Other funds holding BX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Spirit of America Management Corp's BX Position: Q2 2026 in Review

Spirit of America Management Corp reduced its Blackstone (BX) stake by 24% in Q2 2026, selling an estimated $457K and leaving 12,200 shares worth $1.44M. The position accounts for 0.27% of the portfolio, ranked #100.

Spirit of America Management Corp first reported a position in BX in Q2 2013 and has held it in 51 quarters since. The position peaked at $3.02M in Q1 2022. 1,568 funds tracked by Wall St. Rank hold BX as of Q2 2026.

Spirit of America Management Corp held 12,200 shares of Blackstone worth $1.44M as of Q2 2026.
Spirit of America Management Corp sold 3,800 Blackstone shares in Q2 2026, an estimated $457K.
Blackstone made up 0.27% of Spirit of America Management Corp's portfolio in Q2 2026, its #100 holding.
Spirit of America Management Corp first reported a position in Blackstone in Q2 2013 and has held it in 51 quarters since.
Spirit of America Management Corp's Blackstone position peaked at $3.02M in Q1 2022.
1,568 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Spirit of America Management Corp's 13F filing for Q2 2026, filed 14 Jul 2026.