$399 Million is the total value of SPIRIT OF AMERICA MANAGEMENT CORP/NY's 321 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AIRC | New | Apartment Income REIT Corp.stock | $1,033,000 | – | 26,902 | +100.0% | 0.26% | – |
| PSA | New | Public Storagestock | $162,000 | – | 700 | +100.0% | 0.04% | – |
| LOW | New | Lowe's Cos., Inc.stock | $161,000 | – | 1,000 | +100.0% | 0.04% | – |
| FSLR | New | First Solar, Inc.stock | $99,000 | – | 1,000 | +100.0% | 0.02% | – |
| CNX | New | CNX Resources Corp.stock | $54,000 | – | 5,000 | +100.0% | 0.01% | – |
| CNOPRA | New | CNO Financial Group, Inc., 5.125 percentstock | $53,000 | – | 2,000 | +100.0% | 0.01% | – |
| VER | New | VEREIT, Inc.stock | $38,000 | – | 1,000 | +100.0% | 0.01% | – |
| VTRS | New | Viatris, Inc.stock | $33,000 | – | 1,755 | +100.0% | 0.01% | – |
| DCP | New | DCP Midstream LPstock | $23,000 | – | 1,250 | +100.0% | 0.01% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-01-19
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.