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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
PSAPublic Storage
Recent Activity
0.66%
$3.266M
8,975 shares@ $363.87 avg price
LLYEli Lilly & Co.
Recent Activity
0.6%
$2.981M
3,365 shares@ $885.94 avg price
SPGSimon Property Group, Inc.
Recent Activity
0.59%
$2.958M
17,500 shares@ $169.02 avg price
COPConocophillips
Recent Activity
Decreased -1.42%
0.58%
$2.906M
27,600 shares@ $105.28 avg price
AMATApplied Materials, Inc.
Recent Activity
0.58%
$2.873M
14,220 shares@ $202.05 avg price
VICIVici Properties, Inc.
Recent Activity
Decreased -5.53%
0.57%
$2.844M
85,370 shares@ $33.32 avg price
TRNOTerreno Realty Corp.
Recent Activity
0.57%
$2.839M
42,475 shares@ $66.83 avg price
EXRExtra Space Storage, Inc.
Recent Activity
0.55%
$2.753M
15,280 shares@ $180.19 avg price
MROMarathon Oil Corp.
Recent Activity
Increased 1.04%
0.52%
$2.59M
97,273 shares@ $26.64 avg price
BPBp Plc
Recent Activity
0.51%
$2.554M
81,361 shares@ $31.4 avg price