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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
KMIKinder Morgan, Inc.
Recent Activity
Decreased -2.78%
1.7%
$8.488M
384,244 shares@ $22.1 avg price
ENBEnbridge, Inc.
Recent Activity
Decreased -1.44%
1.66%
$8.31M
204,627 shares@ $40.61 avg price
MPLXMplx Lp
Recent Activity
Decreased -0.59%
1.48%
$7.42M
166,897 shares@ $44.47 avg price
EQIXEquinix, Inc.
Recent Activity
Decreased -0.68%
1.29%
$6.462M
7,280 shares@ $887.63 avg price
ABBVAbbvie, Inc.
Recent Activity
Decreased -11.33%
0.98%
$4.878M
24,700 shares@ $197.48 avg price
BSMBlack Stone Minerals, L.p.
Recent Activity
Decreased -16.42%
0.96%
$4.802M
317,999 shares@ $15.11 avg price
PLDPrologis, Inc.
Recent Activity
Decreased -3.06%
0.96%
$4.786M
37,901 shares@ $126.28 avg price
EOGEog Resources, Inc.
Recent Activity
Decreased -1.68%
0.72%
$3.577M
29,100 shares@ $122.93 avg price
COPConocophillips
Recent Activity
Decreased -1.42%
0.58%
$2.906M
27,600 shares@ $105.28 avg price
VICIVici Properties, Inc.
Recent Activity
Decreased -5.53%
0.57%
$2.844M
85,370 shares@ $33.32 avg price