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Portfolio (Quarterly) Guide ↗

SPIRIT OF AMERICA MANAGEMENT CORP/NY

· CIK 0001041283
13F Portfolio $530M AUM 383 positions Filed Jul 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 17 New 122 Added 69 Reduced 17 Exited
Page 7 of 16  ·  308 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 IDA IDACORP, Inc. Utilities 7,400.0 $1.1M 0.21% +900.0 +13.8% $151.30 -8.6%
122 HST Host Hotels & Resorts, Inc. Real Estate 46,900.0 $1.1M 0.21% +7K +17.5% $23.71 -2.2%
123 MA Mastercard, Inc. Financial Services 2,150.0 $1.1M 0.21% -300.0 -12.2% $513.60 +16.8%
124 SUI Sun Communities, Inc. Real Estate 8,950.0 $1.1M 0.20% -350.0 -3.8% $119.91 +2.9%
125 HAL Halliburton Company Energy 29,750.0 $1.0M 0.19% +750.0 +2.6% $33.95 +2.0%
126 EIX Edison International Utilities 13,458.0 $1.0M 0.19% $74.45 -0.6%
127 UDR UDR, Inc. Real Estate 24,850.0 $992K 0.19% -10K -29.7% $39.92 -3.8%
128 Honeywell International, Inc. 4,425.0 $991K 0.19% NEW $223.90
129 Honeywell Aerospace, Inc. 4,425.0 $978K 0.18% NEW $221.08
130 ADC Agree Realty Corporation Real Estate 12,500.0 $947K 0.18% +4K +54.3% $75.74 -1.5%
131 MO Altria Group, Inc. Consumer Defensive 12,650.0 $910K 0.17% $71.95 -4.8%
132 PM Philip Morris International, Inc. Consumer Defensive 4,900.0 $886K 0.17% +100.0 +2.1% $180.91 +5.8%
133 ESS Essex Property Trust, Inc. Real Estate 3,036.0 $885K 0.17% -4K -56.5% $291.59 +0.7%
134 POR Portland General Electric Company Utilities 16,900.0 $876K 0.17% $51.83 -4.1%
135 AMT American Tower Corporation Real Estate 5,170.0 $846K 0.16% +2K +74.1% $163.57 +9.1%
136 EQR Equity Residential Real Estate 12,365.0 $840K 0.16% -11K -47.6% $67.93 -6.3%
137 CWEN Clearway Energy, Inc. Utilities 24,370.0 $833K 0.16% +570.0 +2.4% $34.18 -5.6%
138 Expand Energy Corporation 9,050.0 $825K 0.16% $91.19
139 PG Procter & Gamble Company (The) Consumer Defensive 5,615.0 $823K 0.15% -400.0 -6.7% $146.64 -0.0%
140 WPC WP Carey, Inc. Real Estate 11,500.0 $822K 0.15% +2K +25.0% $71.50 +0.1%
Page 7 of 16  ·  308 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Energy 28.5%
Technology 17.9%
Utilities 15.6%
Real Estate 14.2%
Industrials 5.8%
Financial Services 4.6%
Communication Services 4.4%
Consumer Cyclical 3.1%
Healthcare 3.0%
Consumer Defensive 2.2%