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Spirit of America Management Corp’s California Water Service CWT Stock Holding History

Spirit of America Management Corp’s Portfolio CWT Stock Details CWT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$372K Buy
7,650
+500
+7% +$22.5K 0.07% 203
2026
Q1 		$324K Buy
7,150
+650
+10% +$29.2K 0.06% 208
2025
Q4 		$282K Hold
6,500
– – 0.06% 218
2025
Q3 		$298K Buy
6,500
+2,500
+63% +$115K 0.06% 230
2025
Q2 		$182K Buy
4,000
+2,000
+100% +$95.7K 0.04% 252
2025
Q1 		$96.9K Buy
+2,000
New +$90.8K 0.02% 283

Other funds holding CWT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $588M AUM 6.93% 1-Year Est. Return
AP
Antipodes Partners Royal Exchange, Australia $5.46B AUM 26.64% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $46.3B AUM 43.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
TIM
Triodos Investment Management Driebergen-Rijsenburg, Netherlands $1.64B AUM 37.98% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Spirit of America Management Corp's CWT Position: Q2 2026 in Review

Spirit of America Management Corp increased its California Water Service (CWT) stake by 7% in Q2 2026, buying an estimated $22.5K and bringing the position to 7,650 shares worth $372K. The position accounts for 0.07% of the portfolio, ranked #203.

Spirit of America Management Corp first reported a position in CWT in Q1 2025 and has held it in 6 quarters since. 177 funds tracked by Wall St. Rank hold CWT as of Q2 2026.

  • Spirit of America Management Corp held 7,650 shares of California Water Service worth $372K as of Q2 2026.
  • Spirit of America Management Corp bought 500 California Water Service shares in Q2 2026, an estimated $22.5K.
  • California Water Service made up 0.07% of Spirit of America Management Corp's portfolio in Q2 2026, its #203 holding.
  • Spirit of America Management Corp first reported a position in California Water Service in Q1 2025 and has held it in 6 quarters since.
  • 177 funds tracked by Wall St. Rank held California Water Service as of Q2 2026.

Based on Spirit of America Management Corp's 13F filing for Q2 2026, filed 14 Jul 2026.