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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
IRMIron Mountain, Inc.
Recent Activity
Increased 7.7%
0.92%
$4.575M
38,500 shares@ $118.83 avg price
DLRDigital Realty Trust, Inc.
Recent Activity
0.91%
$4.536M
28,031 shares@ $161.84 avg price
CATCaterpillar, Inc.
Recent Activity
0.9%
$4.494M
11,490 shares@ $391.13 avg price
WMTWal-mart Stores, Inc.
Recent Activity
Increased 3.98%
0.76%
$3.799M
47,052 shares@ $80.75 avg price
NEENextera Energy, Inc.
Recent Activity
Increased 9.71%
0.72%
$3.582M
42,375 shares@ $84.54 avg price
EOGEog Resources, Inc.
Recent Activity
Decreased -1.68%
0.72%
$3.577M
29,100 shares@ $122.93 avg price
TRPTc Energy Corp.
Recent Activity
Increased 5.58%
0.7%
$3.511M
73,828 shares@ $47.55 avg price
AVBAvalonbay Communities, Inc.
Recent Activity
Increased 1.34%
0.69%
$3.422M
15,190 shares@ $225.26 avg price
FANGDiamondback Energy, Inc.
Recent Activity
Increased 4.22%
0.69%
$3.414M
19,800 shares@ $172.4 avg price
CMGChipotle Mexican Grill, Inc.
Recent Activity
0.67%
$3.342M
58,000 shares@ $57.62 avg price