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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
EQIXEquinix, Inc.
Recent Activity
Decreased -0.68%
1.29%
$6.462M
7,280 shares@ $887.63 avg price
PAAPlains All American Pipeline Lp
Recent Activity
1.26%
$6.293M
362,300 shares@ $17.37 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
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
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
ORCLOracle Corp.
Recent Activity
0.92%
$4.58M
26,875 shares@ $170.4 avg price