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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
VSTVistra Energy Corp.
Recent Activity
Increased 35.97%
0.33%
$1.636M
13,800 shares@ $118.54 avg price
PPLPpl Corp.
Recent Activity
Increased 4.78%
0.31%
$1.525M
46,100 shares@ $33.08 avg price
AMHAmerican Homes 4 Rent
Recent Activity
Increased 2.84%
0.28%
$1.394M
36,300 shares@ $38.39 avg price
DUKDuke Energy Corp.
Recent Activity
Increased 0.42%
0.28%
$1.384M
12,000 shares@ $115.3 avg price
TPLTexas Pacific Land Corp.
Recent Activity
Increased 11.49%
0.27%
$1.332M
1,505 shares@ $884.75 avg price
VNOMViper Energy Inc
Recent Activity
Increased 44.42%
0.26%
$1.283M
28,450 shares@ $45.12 avg price
MAMastercard, Inc.
Recent Activity
Increased 2.09%
0.25%
$1.21M
2,450 shares@ $493.8 avg price
AMDAdvanced Micro Devices, Inc.
Recent Activity
Increased 6.53%
0.25%
$1.206M
7,350 shares@ $164.08 avg price
ETREntergy Corp.
Recent Activity
Increased 16.78%
0.24%
$1.191M
9,050 shares@ $131.62 avg price
CPTCamden Property Trust
Recent Activity
Increased 2.13%
0.24%
$1.186M
9,600 shares@ $123.53 avg price