SPIRIT OF AMERICA MANAGEMENT CORP/NY USAC — USA COMPRESSION PTN

Ownership history in SPIRIT OF AMERICA MANAGEMENT CORP/NY  ·  48 quarters on record

AI Ownership Summary

SPIRIT OF AMERICA MANAGEMENT CORP/NY reported USA COMPRESSION PTN (USAC) in 48 quarterly 13F filings from 2024 Q2 through 2026 Q2. Peak portfolio weight reached 0.03% in 2024 Q2. The latest visible filing shows USAC at 0.03% 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 USAC 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 USA COMPRESSION PTN, 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

USAC was reported at 0.03% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.03% in 2024 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 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.

How SPIRIT OF AMERICA MANAGEMENT CORP/NY held USAC — position size vs. price
% of Fund (quarterly)    USAC 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 UNCHANGED — — — 5,284 — 0% 0.03% $139K 2026-07-14 $26.56
2026 Q1 UNCHANGED — — — 5,284 — 0% 0.03% $143K 2026-04-15 $25.80
2025 Q4 UNCHANGED — — — 5,284 — 0% 0.03% $122K 2026-01-15 $24.22
2025 Q3 UNCHANGED — — — 5,284 — 0% 0.03% $127K 2025-10-15 $21.16
2025 Q2 UNCHANGED — — — 5,284 — 0% 0.03% $128K 2025-07-29 $22.23
2025 Q1 UNCHANGED — — — 5,284 — 0% 0.03% $143K 2025-04-21 $21.79
2024 Q4 REDUCED 15.9% +16.9% ❌ 5,284 -1,000 -15.9% 0.03% $124K 2025-01-27 $21.48
2024 Q3 UNCHANGED — — — 6,284 — 0% 0.03% $144K 2024-10-23 $18.96
2024 Q2 UNCHANGED — — — 6,284 — 0% 0.03% $149K 2024-07-25 $19.33
39 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About SPIRIT OF AMERICA MANAGEMENT CORP/NY and USAC

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 USAC?

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

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

The largest reported portfolio weight for USAC was 0.03% in 2024 Q2.

What is the latest reported USAC position on this page?

The most recent filing on this page is 2026 Q2, when SPIRIT OF AMERICA MANAGEMENT CORP/NY reported 5,284 shares, equal to 0.03% of portfolio, with an estimated market value of $139K.

What does the chart on this USAC ownership page compare?

The chart compares SPIRIT OF AMERICA MANAGEMENT CORP/NY's quarterly USAC 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 USAC position?

Based on 13F filing dates vs. subsequent USAC price moves, SPIRIT OF AMERICA MANAGEMENT CORP/NY correctly timed 12 out of 30 reported position changes (40%). The annualised alpha on USAC relative to SPY over the holding period was +0.7%.

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