SPIRIT OF AMERICA MANAGEMENT CORP/NY

Q4 2013 13F-HR Holdings

Location
Syosset, NY
Holdings as of
12/31/2013
Date filed
1/16/2014
Form type
13F-HR
Num holdings
84
Total value ($000)
$126,370
Net value change ($000)
New positions
84
Sold out positions
0
Turnover %
100.0%
Sector allocation + QoQ delta (equities-only)

Snapshot: Change Analysis

Compared to previous filing: —
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
SPG 7,608
BXP 5,019
DUPONT FABROS TECHNOLOGY INC 4,440
DLR 4,175
ASSOCIATED ESTATES RLTY CORP COM 4,013
LASALLE HOTEL PPTYS COM SH BEN INT 3,703
SOVRAN SELF STORAGE INC 3,325
PLD 3,141
EQR 3,112
AIV 3,109
Top Reduces (Value $000, Stocks/ETFs)
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type