SPIRIT OF AMERICA MANAGEMENT CORP/NY EQR — EQUITY RESIDENTIAL STOCK

Ownership history in SPIRIT OF AMERICA MANAGEMENT CORP/NY  ·  71 quarters on record

AI Ownership Summary

SPIRIT OF AMERICA MANAGEMENT CORP/NY reported EQUITY RESIDENTIAL STOCK (EQR) in 71 quarterly 13F filings from 2024 Q2 through 2026 Q3. Peak portfolio weight reached 0.51% in 2025 Q2. The latest visible filing shows EQR at 0.31% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this EQR 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 EQUITY RESIDENTIAL STOCK, 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 Q3

EQR was reported at 0.31% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.51% in 2025 Q2

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 Q3

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.

EQR 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 EQR — position size vs. price
% of Fund (quarterly)    EQR price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 ADDED — — — 27,491 +15,126 +122.3% 0.31% $1.7M 2026-10-14 $63.66
2026 Q2 REDUCED — — — 12,365 -7,750 -38.5% 0.16% $840K 2026-07-14 —
2026 Q1 REDUCED — — — 20,115 -3,500 -14.8% 0.23% $1.2M 2026-04-15 —
2025 Q4 REDUCED — — — 23,615 -12,900 -35.3% 0.32% $1.5M 2026-01-15 —
2025 Q3 UNCHANGED — — — 36,515 — 0% 0.47% $2.4M 2025-10-15 —
2025 Q2 ADDED — — — 36,515 +3,400 +10.3% 0.51% $2.5M 2025-07-29 —
2025 Q1 ADDED — — — 33,115 +700 +2.2% 0.48% $2.4M 2025-04-21 —
2024 Q4 ADDED — — — 32,415 +1,200 +3.8% 0.47% $2.3M 2025-01-27 —
2024 Q3 ADDED — — — 31,215 +500 +1.6% 0.46% $2.3M 2024-10-23 —
2024 Q2 UNCHANGED — — — 30,715 — 0% 0.43% $2.1M 2024-07-25 —
61 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding EQR

As of 2026 Q3 — sorted by position size

Pensionfund PDN 3Y 7Y 3.89% Pensionfund Sabic 3Y 7Y 3.84% LDR Capital Management LLC 3Y 7Y 2.1% KLEIN PAVLIS & PEASLEY FINANCIAL, INC. 1.07% FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 3Y 7Y 0.5% Aurora Investment Managers, LLC. 3Y 0.5% Red Spruce Capital, LLC 3Y 0.48% Perpetual Ltd 3Y 7Y 0.41% Canandaigua National Trust Co of Florida 0.37% Auto-Owners Insurance Co 3Y 0.34%

FAQ About SPIRIT OF AMERICA MANAGEMENT CORP/NY and EQR

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 EQR?

SPIRIT OF AMERICA MANAGEMENT CORP/NY reported EQR across 10 quarterly 13F filings, from 2024 Q2 through 2026 Q3.

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

The largest reported portfolio weight for EQR was 0.51% in 2025 Q2.

What is the latest reported EQR position on this page?

The most recent filing on this page is 2026 Q3, when SPIRIT OF AMERICA MANAGEMENT CORP/NY reported 27,491 shares, equal to 0.31% of portfolio, with an estimated market value of $1.7M.

What does the chart on this EQR ownership page compare?

The chart compares SPIRIT OF AMERICA MANAGEMENT CORP/NY's quarterly EQR 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.

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