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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
FANGDiamondback Energy, Inc.
Recent Activity
Increased 4.22%
0.69%
$3.414M
19,800 shares@ $172.4 avg price
MROMarathon Oil Corp.
Recent Activity
Increased 1.04%
0.52%
$2.59M
97,273 shares@ $26.64 avg price
EQREquity Residential
Recent Activity
Increased 1.63%
0.47%
$2.324M
31,215 shares@ $74.47 avg price
VVisa, Inc.
Recent Activity
Increased 1.35%
0.42%
$2.076M
7,550 shares@ $274.96 avg price
SLBSchlumberger Ltd.
Recent Activity
Increased 2.07%
0.42%
$2.072M
49,400 shares@ $41.95 avg price
UDRUdr, Inc.
Recent Activity
Increased 2.25%
0.42%
$2.068M
45,600 shares@ $45.34 avg price
DISWalt Disney Co. The
Recent Activity
Increased 1.46%
0.41%
$2.01M
20,900 shares@ $96.19 avg price
CEGConstellation Energy Corp.
Recent Activity
Increased 29.92%
0.4%
$1.976M
7,600 shares@ $260.02 avg price
ESSEssex Property Trust, Inc.
Recent Activity
Increased 10.11%
0.39%
$1.931M
6,536 shares@ $295.42 avg price
BXBlackstone Group Lp The
Recent Activity
Increased 1.74%
0.36%
$1.799M
11,750 shares@ $153.14 avg price