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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
DEDeere & Co.
Recent Activity
Decreased -4.68%
0.51%
$2.55M
6,110 shares@ $417.33 avg price
BKRBaker Hughes Co.
Recent Activity
Decreased -9.12%
0.51%
$2.521M
69,750 shares@ $36.16 avg price
OXYOccidental Petroleum Corp.
Recent Activity
Decreased -1.2%
0.43%
$2.118M
41,100 shares@ $51.54 avg price
TXNTexas Instruments, Inc.
Recent Activity
Decreased -7.67%
0.4%
$1.988M
9,625 shares@ $206.57 avg price
DVNDevon Energy Corp.
Recent Activity
Decreased -2.21%
0.35%
$1.723M
44,050 shares@ $39.12 avg price
SUISun Communities, Inc.
Recent Activity
Decreased -17.29%
0.3%
$1.487M
11,000 shares@ $135.16 avg price
GLPIGaming And Leisure Properties, Inc.
Recent Activity
Decreased -1.7%
0.3%
$1.486M
28,885 shares@ $51.45 avg price
ELSEquity Lifestyle Properties, Inc.
Recent Activity
Decreased -13.92%
0.27%
$1.323M
18,550 shares@ $71.34 avg price
PMPhilip Morris International, Inc.
Recent Activity
Decreased -12.71%
0.25%
$1.25M
10,300 shares@ $121.4 avg price
HSTHost Hotels & Resorts, Inc.
Recent Activity
Decreased -2.04%
0.17%
$843,040
47,900 shares@ $17.6 avg price