SPIRIT OF AMERICA MANAGEMENT CORP/NY ALARX — ALGER CAP APPRECIATION INST CL I MF

Ownership history in SPIRIT OF AMERICA MANAGEMENT CORP/NY  ·  9 quarters on record

AI Ownership Summary

SPIRIT OF AMERICA MANAGEMENT CORP/NY reported ALGER CAP APPRECIATION INST CL I MF (ALARX) in 9 quarterly 13F filings from 2024 Q2 through 2026 Q2. Peak portfolio weight reached 0.05% in 2025 Q3. The latest visible filing shows ALARX at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this ALARX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was SPIRIT OF AMERICA MANAGEMENT CORP/NY's position in ALGER CAP APPRECIATION INST CL I MF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

ALARX was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.05% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

ALARX stock page SPIRIT OF AMERICA MANAGEMENT CORP/NY fund profile SPIRIT OF AMERICA MANAGEMENT CORP/NY full holdings
How SPIRIT OF AMERICA MANAGEMENT CORP/NY held ALARX — position size vs. price
% of Fund (quarterly)    ALARX price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 35,355 +34,572 +4415.3% 0.00% $575 2026-07-14 $60.91
2026 Q1 REDUCED 24.4% +26.4% ❌ 783 -253 -24.4% 0.01% $42K 2026-04-15 $55.81
2025 Q4 REDUCED 73.1% -10.2% ✅ 1,036 -2,810 -73.1% 0.01% $57K 2026-01-15 $54.81
2025 Q3 REDUCED — — — 3,846 -75 -1.9% 0.05% $226K 2025-10-15 $54.24
2025 Q2 REDUCED 9.2% +16.6% ❌ 3,921 -396 -9.2% 0.04% $199K 2025-07-29 $47.99
2025 Q1 REDUCED — — — 4,317 -11 -0.3% 0.03% $167K 2025-04-21 $33.03
2024 Q4 ADDED — — — 4,328 +825 +23.6% 0.04% $190K 2025-01-27 $41.35
2024 Q3 REDUCED — — — 3,503 -184 -5.0% 0.03% $156K 2024-10-23 $37.76
2024 Q2 INITIATED — — — 3,687 — — 0.03% $157K 2024-07-25 $33.41

🏢 Other funds also holding ALARX

As of 2026 Q2 — sorted by position size

NBT BANK, N.A. 3Y 7Y 0.0%

FAQ About SPIRIT OF AMERICA MANAGEMENT CORP/NY and ALARX

These are the practical questions this page is built to answer before you even open the full history table.

How long has SPIRIT OF AMERICA MANAGEMENT CORP/NY reported owning ALARX?

SPIRIT OF AMERICA MANAGEMENT CORP/NY reported ALARX across 9 quarterly 13F filings, from 2024 Q2 through 2026 Q2.

What was the largest reported ALARX position in SPIRIT OF AMERICA MANAGEMENT CORP/NY's portfolio?

The largest reported portfolio weight for ALARX was 0.05% in 2025 Q3.

What is the latest reported ALARX position on this page?

The most recent filing on this page is 2026 Q2, when SPIRIT OF AMERICA MANAGEMENT CORP/NY reported 35,355 shares, equal to 0.00% of portfolio, with an estimated market value of $575.

What does the chart on this ALARX ownership page compare?

The chart compares SPIRIT OF AMERICA MANAGEMENT CORP/NY's quarterly ALARX portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did SPIRIT OF AMERICA MANAGEMENT CORP/NY time their ALARX position?

Based on 13F filing dates vs. subsequent ALARX price moves, SPIRIT OF AMERICA MANAGEMENT CORP/NY correctly timed 1 out of 8 reported position changes (12%). The annualised alpha on ALARX relative to SPY over the holding period was +272.8%.

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