$902 Million is the total value of SPIRIT OF AMERICA MANAGEMENT CORP/NY's 360 reported holdings in Q4 2017. The portfolio turnover from Q3 2017 to Q4 2017 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| CNXM | New | CNX Midstream Partners LPstock | $13,655,000 | – | 814,253 | +100.0% | 1.51% | – |
| VNOM | New | Viper Energy Partners LPstock | $3,021,000 | – | 129,500 | +100.0% | 0.34% | – |
| CEQP | New | Crestwood Equity Partners LPstock | $1,518,000 | – | 58,850 | +100.0% | 0.17% | – |
| AMGP | New | Antero Midstream GP LPstock | $1,043,000 | – | 52,900 | +100.0% | 0.12% | – |
| PBFX | New | PBF Logistics LPstock | $765,000 | – | 36,500 | +100.0% | 0.08% | – |
| CNC | New | Centene Corp.stock | $383,000 | – | 3,800 | +100.0% | 0.04% | – |
| LH | New | Laboratory Corp of America Holdingsstock | $96,000 | – | 600 | +100.0% | 0.01% | – |
| EIX | New | Edison Internationalstock | $70,000 | – | 1,100 | +100.0% | 0.01% | – |
| LENB | New | Lennar Corp.stock | $5,000 | – | 100 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2018-01-17
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| Enterprise Products Partners LP | 42 | Q3 2023 | 3.8% |
| PROLOGIS INC | 42 | Q3 2023 | 3.5% |
| Digital Realty Trust, Inc. | 42 | Q3 2023 | 3.3% |
| Simon Property Group, Inc. | 42 | Q3 2023 | 6.0% |
| SUN COMMUNITIES INC | 42 | Q3 2023 | 1.5% |
| Equity Residential | 42 | Q3 2023 | 2.5% |
| Boston Properties, Inc. | 42 | Q3 2023 | 4.0% |
| UDR INC | 42 | Q3 2023 | 1.8% |
| CAMDEN PROP TR | 42 | Q3 2023 | 1.8% |
| Kilroy Realty Corp. | 42 | Q3 2023 | 1.5% |
View SPIRIT OF AMERICA MANAGEMENT CORP/NY's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-17 |
| 13F-HR | 2024-01-22 |
| 13F-HR | 2023-10-19 |
| 13F-HR | 2023-07-24 |
| 13F-HR | 2023-04-11 |
| 13F-HR | 2023-01-18 |
| 13F-HR | 2022-10-19 |
| 13F-HR | 2022-07-19 |
| 13F-HR | 2022-04-19 |
| 13F-HR | 2022-01-19 |
View SPIRIT OF AMERICA MANAGEMENT CORP/NY's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.