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Spirit of America Management Corp’s New Jersey Resources NJR Stock Holding History

Spirit of America Management Corp’s Portfolio NJR Stock Details NJR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$653K Hold
11,650
– – 0.12% 161
2026
Q1 		$640K Hold
11,650
– – 0.13% 156
2025
Q4 		$537K Buy
11,650
+2,150
+23% +$99.3K 0.11% 167
2025
Q3 		$457K Buy
9,500
+3,000
+46% +$140K 0.09% 193
2025
Q2 		$291K Buy
6,500
+2,500
+63% +$117K 0.06% 228
2025
Q1 		$196K Buy
4,000
+1,300
+48% +$61.6K 0.04% 243
2024
Q4 		$126K Buy
2,700
+1,500
+125% +$71.1K 0.03% 272
2024
Q3 		$56.6K Buy
1,200
+700
+140% +$32K 0.01% 292
2024
Q2 		$21.4K Buy
+500
New +$21.6K ﹤0.01% 306

Other funds holding NJR

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

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

Spirit of America Management Corp held its New Jersey Resources (NJR) position steady in Q2 2026 at 11,650 shares worth $653K. The position accounts for 0.12% of the portfolio, ranked #161.

Spirit of America Management Corp first reported a position in NJR in Q2 2024 and has held it in 9 quarters since. 266 funds tracked by Wall St. Rank hold NJR as of Q2 2026.

  • Spirit of America Management Corp held 11,650 shares of New Jersey Resources worth $653K as of Q2 2026.
  • Spirit of America Management Corp left its New Jersey Resources share count unchanged in Q2 2026.
  • New Jersey Resources made up 0.12% of Spirit of America Management Corp's portfolio in Q2 2026, its #161 holding.
  • Spirit of America Management Corp first reported a position in New Jersey Resources in Q2 2024 and has held it in 9 quarters since.
  • 266 funds tracked by Wall St. Rank held New Jersey Resources as of Q2 2026.

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