Spirit of America Management Corp’s Hess Midstream HESM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $3.32M | Sell |
88,337
-11,500
| -12% | -$442K | 0.63% | 49 |
|
|
2026
Q1 | $3.88M | Sell |
99,837
-14,000
| -12% | -$519K | 0.77% | 41 |
|
|
2025
Q4 | $3.93M | Sell |
113,837
-24,000
| -17% | -$807K | 0.83% | 31 |
|
|
2025
Q3 | $4.76M | Sell |
137,837
-3,000
| -2% | -$119K | 0.96% | 29 |
|
|
2025
Q2 | $5.42M | Sell |
140,837
-13,000
| -8% | -$495K | 1.13% | 25 |
|
|
2025
Q1 | $6.51M | Hold |
153,837
| – | – | 1.32% | 21 |
|
|
2024
Q4 | $5.7M | Sell |
153,837
-29,500
| -16% | -$1.06M | 1.15% | 23 |
|
|
2024
Q3 | $6.47M | Hold |
183,337
| – | – | 1.29% | 20 |
|
|
2024
Q2 | $6.68M | Sell |
183,337
-9,000
| -5% | -$318K | 1.36% | 20 |
|
|
2024
Q1 | $6.95M | Sell |
192,337
-41,500
| -18% | -$1.4M | 1.4% | 17 |
|
|
2023
Q4 | $7.4M | Sell |
233,837
-1,000
| -0.4% | -$30.6K | 1.62% | 15 |
|
|
2023
Q3 | $6.84M | Hold |
234,837
| – | – | 1.55% | 20 |
|
|
2023
Q2 | $7.2M | Hold |
234,837
| – | – | 1.62% | 18 |
|
|
2023
Q1 | $6.8M | Hold |
234,837
| – | – | 1.52% | 18 |
|
|
2022
Q4 | $7.03M | Hold |
234,837
| – | – | 1.58% | 17 |
|
|
2022
Q3 | $5.99M | Hold |
234,837
| – | – | 1.42% | 18 |
|
|
2022
Q2 | $6.58M | Buy |
234,837
+1,000
| +0.4% | +$30.9K | 1.49% | 17 |
|
|
2022
Q1 | $7.01M | Buy |
233,837
+16,000
| +7% | +$483K | 1.37% | 19 |
|
|
2021
Q4 | $6.02M | Hold |
217,837
| – | – | 1.21% | 24 |
|
|
2021
Q3 | $6.14M | Hold |
217,837
| – | – | 1.32% | 19 |
|
|
2021
Q2 | $5.5M | Hold |
217,837
| – | – | 1.18% | 22 |
|
|
2021
Q1 | $4.88M | Hold |
217,837
| – | – | 1.16% | 22 |
|
|
2020
Q4 | $4.26M | Hold |
217,837
| – | – | 1.07% | 26 |
|
|
2020
Q3 | $3.29M | Buy |
217,837
+4,300
| +2% | +$74.8K | 0.9% | 32 |
|
|
2020
Q2 | $3.91M | Sell |
213,537
-20,000
| -9% | -$334K | 1% | 27 |
|
|
2020
Q1 | $2.37M | Buy |
+233,537
| New | +$4.4M | 0.76% | 37 |
|
|
2019
Q4 | – | Sell |
-245,537
| Closed | -$4.73M | – | 239 |
|
|
2019
Q3 | $4.73M | Sell |
245,537
-4,198
| -2% | -$81.7K | 0.76% | 39 |
|
|
2019
Q2 | $4.87M | Sell |
249,735
-5,100
| -2% | -$105K | 0.73% | 40 |
|
|
2019
Q1 | $5.4M | Hold |
254,835
| – | – | 0.79% | 36 |
|
|
2018
Q4 | $4.33M | Sell |
254,835
-5,200
| -2% | -$107K | 0.68% | 40 |
|
|
2018
Q3 | $5.93M | Hold |
260,035
| – | – | 0.74% | 43 |
|
|
2018
Q2 | $5.12M | Buy |
260,035
+12,200
| +5% | +$246K | 0.63% | 48 |
|
|
2018
Q1 | $4.72M | Buy |
247,835
+24,497
| +11% | +$504K | 0.62% | 47 |
|
|
2017
Q4 | $4.42M | Hold |
223,338
| – | – | 0.49% | 53 |
|
|
2017
Q3 | $4.91M | Buy |
223,338
+70,638
| +46% | +$1.48M | 0.52% | 51 |
|
|
2017
Q2 | $3.11M | Buy |
+152,700
| New | +$3.65M | 0.34% | 60 |
|
Other funds holding HESM
AA
MHI
FI
EGA
LIM
Spirit of America Management Corp's HESM Position: Q2 2026 in Review
Spirit of America Management Corp reduced its Hess Midstream (HESM) stake by 12% in Q2 2026, selling an estimated $442K and leaving 88,337 shares worth $3.32M. The position accounts for 0.63% of the portfolio, ranked #49.
Spirit of America Management Corp first reported a position in HESM in Q2 2017 and has held it in 36 quarters since. The position peaked at $7.4M in Q4 2023. 125 funds tracked by Wall St. Rank hold HESM as of Q2 2026.
- Spirit of America Management Corp held 88,337 shares of Hess Midstream worth $3.32M as of Q2 2026.
- Spirit of America Management Corp sold 11,500 Hess Midstream shares in Q2 2026, an estimated $442K.
- Hess Midstream made up 0.63% of Spirit of America Management Corp's portfolio in Q2 2026, its #49 holding.
- Spirit of America Management Corp first reported a position in Hess Midstream in Q2 2017 and has held it in 36 quarters since.
- Spirit of America Management Corp's Hess Midstream position peaked at $7.4M in Q4 2023.
- 125 funds tracked by Wall St. Rank held Hess Midstream as of Q2 2026.
Based on Spirit of America Management Corp's 13F filing for Q2 2026, filed 14 Jul 2026.