SPIRIT OF AMERICA MANAGEMENT CORP/NY WPC — WP CAREY INC

Ownership history in SPIRIT OF AMERICA MANAGEMENT CORP/NY  ·  49 quarters on record

AI Ownership Summary

SPIRIT OF AMERICA MANAGEMENT CORP/NY reported WP CAREY INC (WPC) in 49 quarterly 13F filings from 2024 Q2 through 2026 Q3. Peak portfolio weight reached 0.17% in 2024 Q2. The latest visible filing shows WPC at 0.14% 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 WPC 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 WP CAREY INC, 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

WPC was reported at 0.14% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.17% 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 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.

WPC 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 WPC — position size vs. price
% of Fund (quarterly)    WPC 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 — — — 11,900 +400 +3.5% 0.14% $769K 2026-10-14 $63.56
2026 Q2 ADDED — — — 11,500 +2,300 +25.0% 0.15% $822K 2026-07-14 $70.90
2026 Q1 UNCHANGED — — — 9,200 — 0% 0.12% $625K 2026-04-15 $69.65
2025 Q4 UNCHANGED — — — 9,200 — 0% 0.13% $592K 2026-01-15 $66.14
2025 Q3 UNCHANGED — — — 9,200 — 0% 0.12% $622K 2025-10-15 $64.51
2025 Q2 UNCHANGED — — — 9,200 — 0% 0.12% $574K 2025-07-29 $60.40
2025 Q1 UNCHANGED — — — 9,200 — 0% 0.12% $581K 2025-04-21 $56.41
2024 Q4 REDUCED 9.8% +17.5% ❌ 9,200 -1,000 -9.8% 0.10% $501K 2025-01-27 $51.68
2024 Q3 REDUCED 32.9% -12.4% ✅ 10,200 -5,000 -32.9% 0.13% $635K 2024-10-23 $52.68
2024 Q2 REDUCED 24.8% +14.8% ❌ 15,200 -5,000 -24.8% 0.17% $837K 2024-07-25 $52.11
39 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding WPC

As of 2026 Q3 — sorted by position size

Prairiewood Capital, LLC 3Y 1.85% Pensionfund PDN 3Y 7Y 1.65% Pensionfund Sabic 3Y 7Y 1.65% Dupree Financial Group, LLC 1.53% Freedom Financial Partners LLC 0.98% Capital Square, LLC 3Y 0.93% BROWN, LISLE/CUMMINGS, INC. 0.92% ADVOCATE GROUP LLC 3Y 0.89% Adams Asset Advisors, LLC 3Y 7Y 0.63% SHEETS SMITH WEALTH MANAGEMENT 3Y 7Y 0.53%

FAQ About SPIRIT OF AMERICA MANAGEMENT CORP/NY and WPC

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 WPC?

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

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

The largest reported portfolio weight for WPC was 0.17% in 2024 Q2.

What is the latest reported WPC position on this page?

The most recent filing on this page is 2026 Q3, when SPIRIT OF AMERICA MANAGEMENT CORP/NY reported 11,900 shares, equal to 0.14% of portfolio, with an estimated market value of $769K.

What does the chart on this WPC ownership page compare?

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

Based on 13F filing dates vs. subsequent WPC price moves, SPIRIT OF AMERICA MANAGEMENT CORP/NY correctly timed 11 out of 25 reported position changes (44%). The annualised alpha on WPC relative to SPY over the holding period was -7.3%.

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