Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SPIRIT OF AMERICA MANAGEMENT CORP/NY | 04-17-2024 | 03-31-2024 | 348 | 496,302,485 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD DIVIDEND APPRECIATION ETF | ETF | 301 | $111,546 | 635 | 0.00 | 635 | +Inf | 03-31-2024 | |
| Evergy, Inc. | STOCK | 302 | $98,753 | 1,850 | 0.00 | 0.00 | 550 | 42.31 | 03-31-2024 |
| Portland General Electric Co. | STOCK | 303 | $94,500 | 2,250 | 0.00 | 0.00 | 1,050 | 87.50 | 03-31-2024 |
| Empire State Realty Trust, Inc. | STOCK | 304 | $91,170 | 9,000 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
