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Joseph C. Pickard, Esq.

@Spirit Of America Management Corp Ny

Latest period2024 - Q3ReportedManaged Assets$501.604MTotal holdings311
Assets growth rate1.78%Assets growth rate (2-Q avg)0.55%Continuous growth in asset value1 quarters

Portfolio positions

This chart displays the top 10 holdings in Spirit Of America Management Corp Ny's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 311 positions.

Assets under management

The assets under management (AUM) of Spirit Of America Management Corp Ny over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 501.604M in assets, with a quarterly growth rate of 1.78% and a 2-quarter average growth rate of 0.55%. The portfolio is managed by Joseph C. Pickard, Esq., and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
BABoeing Co. The
Recent Activity
Exited
0%
$574,242
3,155 shares@ $182.02 avg price
CVSCvs Health Corp.
Recent Activity
Exited
0%
$106,958
1,811 shares@ $59.07 avg price
COLDAmericold Realty Trust
Recent Activity
Exited
0%
$94,498
3,700 shares@ $25.54 avg price
PEBPebblebrook Hotel Trust
Recent Activity
Exited
0%
$65,739
4,781 shares@ $13.76 avg price
HPPHudson Pacific Properties, Inc.
Recent Activity
Exited
0%
$52,910
11,000 shares@ $4.81 avg price
IYMIXDelaware Ivy Md Cp Gr Cl I
Recent Activity
Exited
0%
$4,256
139 shares@ $30.62 avg price