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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
TRGPTarga Resources Corp.
Recent Activity
Increased 7.35%
1.82%
$9.085M
61,383 shares@ $148.02 avg price
COSTCostco Wholesale Corp.
Recent Activity
Increased 0.74%
1.21%
$6.056M
6,831 shares@ $886.52 avg price
AMZNAmazon.com, Inc.
Recent Activity
Increased 4.21%
1.11%
$5.543M
29,750 shares@ $186.34 avg price
JPMJpmorgan Chase & Co.
Recent Activity
Increased 2.84%
0.92%
$4.595M
21,792 shares@ $210.86 avg price
WELLWelltower, Inc.
Recent Activity
Increased 1.85%
0.92%
$4.587M
35,825 shares@ $128.04 avg price
IRMIron Mountain, Inc.
Recent Activity
Increased 7.7%
0.92%
$4.575M
38,500 shares@ $118.83 avg price
WMTWal-mart Stores, Inc.
Recent Activity
Increased 3.98%
0.76%
$3.799M
47,052 shares@ $80.75 avg price
NEENextera Energy, Inc.
Recent Activity
Increased 9.71%
0.72%
$3.582M
42,375 shares@ $84.54 avg price
TRPTc Energy Corp.
Recent Activity
Increased 5.58%
0.7%
$3.511M
73,828 shares@ $47.55 avg price
AVBAvalonbay Communities, Inc.
Recent Activity
Increased 1.34%
0.69%
$3.422M
15,190 shares@ $225.26 avg price