SOAMC
O icon

Spirit of America Management Corp’s Realty Income O Stock Holding History

Spirit of America Management Corp’s Portfolio O Stock Details O Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.87M Sell
30,133
-1,500
-5% -$93.5K 0.35% 82
2026
Q1 		$1.94M Hold
31,633
– – 0.38% 75
2025
Q4 		$1.78M Buy
31,633
+1,000
+3% +$57.9K 0.38% 79
2025
Q3 		$1.86M Buy
30,633
+500
+2% +$29.1K 0.37% 73
2025
Q2 		$1.74M Buy
30,133
+1,100
+4% +$62.2K 0.36% 76
2025
Q1 		$1.68M Hold
29,033
– – 0.34% 72
2024
Q4 		$1.55M Hold
29,033
– – 0.31% 77
2024
Q3 		$1.84M Hold
29,033
– – 0.37% 68
2024
Q2 		$1.53M Sell
29,033
-4,000
-12% -$214K 0.31% 77
2024
Q1 		$1.79M Buy
33,033
+2,048
+7% +$111K 0.36% 72
2023
Q4 		$1.78M Hold
30,985
– – 0.39% 66
2023
Q3 		$1.55M Hold
30,985
– – 0.35% 67
2023
Q2 		$1.85M Sell
30,985
-500
-2% -$30.5K 0.42% 60
2023
Q1 		$1.99M Hold
31,485
– – 0.45% 55
2022
Q4 		$2M Hold
31,485
– – 0.45% 57
2022
Q3 		$1.83M Buy
31,485
+2,000
+7% +$138K 0.43% 65
2022
Q2 		$2.01M Hold
29,485
– – 0.46% 61
2022
Q1 		$2.04M Sell
29,485
-2,200
-7% -$150K 0.4% 71
2021
Q4 		$2.27M Buy
31,685
+746
+2% +$51.3K 0.46% 66
2021
Q3 		$1.95M Buy
30,939
+3,612
+13% +$244K 0.42% 70
2021
Q2 		$1.77M Buy
27,327
+774
+3% +$50.9K 0.38% 76
2021
Q1 		$1.63M Sell
26,553
-2,426
-8% -$144K 0.39% 72
2020
Q4 		$1.75M Buy
28,979
+1,136
+4% +$67.1K 0.44% 65
2020
Q3 		$1.64M Hold
27,843
– – 0.45% 66
2020
Q2 		$1.6M Buy
27,843
+3,766
+16% +$201K 0.41% 64
2020
Q1 		$1.16M Buy
24,077
+2,890
+14% +$201K 0.37% 77
2019
Q4 		$1.51M Buy
21,187
+2,890
+16% +$215K 0.26% 90
2019
Q3 		$1.36M Buy
18,297
+4,024
+28% +$282K 0.22% 96
2019
Q2 		$953K Buy
14,273
+1,084
+8% +$74K 0.14% 123
2019
Q1 		$940K Buy
13,189
+1,445
+12% +$95.8K 0.14% 125
2018
Q4 		$718K Hold
11,744
– – 0.11% 141
2018
Q3 		$647K Sell
11,744
-516
-4% -$28.4K 0.08% 165
2018
Q2 		$639K Hold
12,260
– – 0.08% 160
2018
Q1 		$614K Hold
12,260
– – 0.08% 165
2017
Q4 		$677K Hold
12,260
– – 0.08% 167
2017
Q3 		$679K Hold
12,260
– – 0.07% 172
2017
Q2 		$655K Hold
12,260
– – 0.07% 182
2017
Q1 		$707K Hold
12,260
– – 0.07% 164
2016
Q4 		$683K Buy
12,260
+7,482
+157% +$420K 0.08% 162
2016
Q3 		$310K Hold
4,778
– – 0.04% 257
2016
Q2 		$321K Buy
+4,778
New +$290K 0.05% 240
2014
Q2 		– Sell
-24,768
Closed -$981K – 296
2014
Q1 		$981K Buy
+24,768
New +$982K 0.4% 81

Other funds holding O

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
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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

Spirit of America Management Corp reduced its Realty Income (O) stake by 4.7% in Q2 2026, selling an estimated $93.5K and leaving 30,133 shares worth $1.87M. The position accounts for 0.35% of the portfolio, ranked #82.

Spirit of America Management Corp first reported a position in O in Q1 2014 and has held it in 42 quarters since. The position peaked at $2.27M in Q4 2021. 989 funds tracked by Wall St. Rank hold O as of Q2 2026.

  • Spirit of America Management Corp held 30,133 shares of Realty Income worth $1.87M as of Q2 2026.
  • Spirit of America Management Corp sold 1,500 Realty Income shares in Q2 2026, an estimated $93.5K.
  • Realty Income made up 0.35% of Spirit of America Management Corp's portfolio in Q2 2026, its #82 holding.
  • Spirit of America Management Corp first reported a position in Realty Income in Q1 2014 and has held it in 42 quarters since.
  • Spirit of America Management Corp's Realty Income position peaked at $2.27M in Q4 2021.
  • 989 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

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