SPIRIT OF AMERICA MANAGEMENT CORP/NY Diversified Active

Location: Syosset, NY

CIK: 0001041283 · Show all filings

Period: Q2 2023 (← Previous) (Next →)

Filing Date: Jul 24, 2023

Total Value: $444M (100.0% shares, 0.0% debt)

Holdings (236)

WMB Williams Cos, Inc./The 3.8%
Value $16.82M Shares 515,532 Est. Cost $18.75 Unrealized +42.8%
CVX Chevron Corp. 3.5%
Value $15.58M Shares 99,040 Est. Cost $80.94 Unrealized +77.0%
NVDA NVIDIA Corp. 3.4%
Value $15.06M Shares 35,592 Est. Cost $16.91 Unrealized +96.2%
MPLX MPLX LP 3.3%
Value $14.59M Shares 429,897 Est. Cost $34.53 Unrealized
PSX Phillips 66 3.1%
Value $13.57M Shares 142,286 Est. Cost $66.38 Unrealized +33.4%
EPD Enterprise Products Partners LP 3.0%
Value $13.47M Shares 511,136 Est. Cost $32.51 Unrealized
VLO Valero Energy Corp. 3.0%
Value $13.28M Shares 113,184 Est. Cost $49.03 Unrealized +118.6%
Magellan Midstream Partners LP 3.0%
Value $13.24M Shares 212,515 Est. Cost $74.98 Unrealized
MPC Marathon Petroleum Corp. 2.7%
Value $11.84M Shares 101,571 Est. Cost $50.67 Unrealized +116.9%
PLD Prologis, Inc. 2.4%
Value $10.83M Shares 88,351 Est. Cost $35.74 Unrealized +215.7%
CQP Cheniere Energy Partners LP 2.3%
Value $10.41M Shares 225,669 Est. Cost $31.09 Unrealized
ET Energy Transfer LP 2.2%
Value $9.739M Shares 766,870 Est. Cost $14.24 Unrealized
AAPL Apple, Inc. 2.2%
Value $9.55M Shares 49,232 Est. Cost $83.15 Unrealized +106.9%
ENB Enbridge, Inc. 2.0%
Value $8.754M Shares 235,627 Est. Cost $21.13 Unrealized +51.7%
LNG Cheniere Energy, Inc. 1.9%
Value $8.292M Shares 54,425 Est. Cost $92.66 Unrealized +59.8%
BSM Black Stone Minerals, L.P. 1.7%
Value $7.548M Shares 473,249 Est. Cost $14.79 Unrealized
KMI Kinder Morgan, Inc. 1.6%
Value $7.237M Shares 420,244 Est. Cost $13.74 Unrealized +7.6%
HESM Hess Midstream LP 1.6%
Value $7.205M Shares 234,837 Est. Cost $12.24 Unrealized +88.9%
Pioneer Natural Resources Co. 1.5%
Value $6.769M Shares 32,672 Est. Cost $183.62 Unrealized
MSFT Microsoft Corp. 1.5%
Value $6.705M Shares 19,689 Est. Cost $46.23 Unrealized +564.5%
XOM Exxon Mobil Corp. 1.5%
Value $6.534M Shares 60,920 Est. Cost $58.20 Unrealized +71.1%
EQIX Equinix, Inc. 1.3%
Value $5.774M Shares 7,365 Est. Cost $451.48 Unrealized +53.4%
OKE ONEOK, Inc. 1.2%
Value $5.161M Shares 83,621 Est. Cost $33.08 Unrealized +63.6%
WES Western Midstream Partners LP 1.0%
Value $4.617M Shares 174,100 Est. Cost $21.47 Unrealized
SUN Sunoco LP 1.0%
Value $4.551M Shares 104,474 Est. Cost $36.96 Unrealized
PAA Plains All American Pipeline LP 1.0%
Value $4.544M Shares 322,300 Est. Cost $10.74 Unrealized
GOOGL Alphabet, Inc. 1.0%
Value $4.345M Shares 36,300 Est. Cost $107.92 Unrealized +5.9%
ABBV AbbVie, Inc. 0.9%
Value $4.171M Shares 30,957 Est. Cost $68.17 Unrealized +96.1%
TRGP Targa Resources Corp. 0.8%
Value $3.531M Shares 46,400 Est. Cost $48.42 Unrealized +41.3%
COST Costco Wholesale Corp. 0.8%
Value $3.527M Shares 6,551 Est. Cost $265.19 Unrealized +83.7%
TRP TC Energy Corp. 0.8%
Value $3.513M Shares 86,928 Est. Cost $34.50 Unrealized +3.6%
Life Storage, Inc. 0.8%
Value $3.437M Shares 25,850 Est. Cost $100.44 Unrealized
ORCL Oracle Corp. 0.7%
Value $3.201M Shares 26,875 Est. Cost $36.35 Unrealized +176.2%
USAC USA Compression Partners LP 0.7%
Value $3.115M Shares 157,784 Est. Cost $16.67 Unrealized
VICI VICI Properties, Inc. 0.7%
Value $3.092M Shares 98,370 Est. Cost $24.11 Unrealized +14.5%
JPM JPMorgan Chase & Co. 0.7%
Value $3.024M Shares 20,792 Est. Cost $60.68 Unrealized +113.7%
SUI Sun Communities, Inc. 0.7%
Value $2.961M Shares 22,700 Est. Cost $80.44 Unrealized
AVB AvalonBay Communities, Inc. 0.7%
Value $2.913M Shares 15,390 Est. Cost $144.69 Unrealized +12.2%
DLR Digital Realty Trust, Inc. 0.7%
Value $2.89M Shares 25,381 Est. Cost $46.95 Unrealized +92.8%
NEE NextEra Energy, Inc. 0.6%
Value $2.877M Shares 38,775 Est. Cost $60.73 Unrealized +15.3%
BP BP PLC 0.6%
Value $2.836M Shares 80,361 Est. Cost $28.47 Unrealized
CAT Caterpillar, Inc. 0.6%
Value $2.827M Shares 11,490 Est. Cost $90.82 Unrealized +135.4%
MAA Mid-America Apartment Communities, Inc. 0.6%
Value $2.684M Shares 17,672 Est. Cost $82.89 Unrealized +63.3%
PSA Public Storage 0.6%
Value $2.649M Shares 9,075 Est. Cost $253.59 Unrealized +2.9%
TRNO Terreno Realty Corp. 0.6%
Value $2.643M Shares 43,975 Est. Cost $42.56 Unrealized
DE Deere & Co. 0.6%
Value $2.567M Shares 6,335 Est. Cost $165.05 Unrealized +122.9%
WMT Wal-Mart Stores, Inc. 0.5%
Value $2.182M Shares 13,884 Est. Cost $29.47 Unrealized +66.1%
MRK Merck & Co., Inc. 0.5%
Value $2.117M Shares 18,350 Est. Cost $49.16 Unrealized +112.5%
AMAT Applied Materials, Inc. 0.5%
Value $2.055M Shares 14,220 Est. Cost $20.68 Unrealized +491.2%
SPG Simon Property Group, Inc. 0.5%
Value $2.032M Shares 17,600 Est. Cost $95.54 Unrealized -1.2%
EQR Equity Residential 0.5%
Value $2.026M Shares 30,715 Est. Cost $40.90 Unrealized +36.7%
WPC WP Carey, Inc. 0.5%
Value $2.023M Shares 29,950 Est. Cost $66.63 Unrealized
MCK McKesson Corp. 0.5%
Value $2.008M Shares 4,700 Est. Cost $258.67 Unrealized +46.7%
EXR Extra Space Storage, Inc. 0.4%
Value $1.994M Shares 13,395 Est. Cost $51.42 Unrealized +160.0%
ELS Equity LifeStyle Properties, Inc. 0.4%
Value $1.99M Shares 29,750 Est. Cost $64.33 Unrealized
UDR UDR, Inc. 0.4%
Value $1.916M Shares 44,600 Est. Cost $28.18 Unrealized +31.1%
WCN Waste Connections, Inc. 0.4%
Value $1.912M Shares 13,375 Est. Cost $61.75 Unrealized +122.3%
TXN Texas Instruments, Inc. 0.4%
Value $1.877M Shares 10,425 Est. Cost $33.27 Unrealized +378.2%
HD Home Depot, Inc./The 0.4%
Value $1.876M Shares 6,038 Est. Cost $75.45 Unrealized +266.4%
O Realty Income Corp. 0.4%
Value $1.853M Shares 30,985 Est. Cost $46.67 Unrealized +12.6%
HON Honeywell International, Inc. 0.4%
Value $1.847M Shares 8,900 Est. Cost $105.24 Unrealized +66.8%
WELL Welltower, Inc. 0.4%
Value $1.798M Shares 22,225 Est. Cost $58.46 Unrealized +24.3%
V Visa, Inc. 0.4%
Value $1.698M Shares 7,150 Est. Cost $64.07 Unrealized +250.3%
DIS Walt Disney Co./The 0.4%
Value $1.692M Shares 18,950 Est. Cost $98.31 Unrealized -5.9%
D Dominion Resources, Inc. 0.4%
Value $1.678M Shares 32,392 Est. Cost $57.16 Unrealized -16.8%
BKR Baker Hughes Co. 0.4%
Value $1.652M Shares 52,250 Est. Cost $19.65 Unrealized +39.4%
STAG STAG Industrial, Inc. 0.4%
Value $1.649M Shares 45,950 Est. Cost $25.72 Unrealized
WDAY Workday, Inc. 0.4%
Value $1.644M Shares 7,280 Est. Cost $137.99 Unrealized +45.2%
GLPI Gaming and Leisure Properties, Inc. 0.4%
Value $1.642M Shares 33,885 Est. Cost $46.72 Unrealized
AMZN Amazon.com, Inc. 0.3%
Value $1.512M Shares 11,600 Est. Cost $125.36 Unrealized -8.9%
LLY Eli Lilly & Co. 0.3%
Value $1.501M Shares 3,200 Est. Cost $307.90 Unrealized +33.6%
PM Philip Morris International, Inc. 0.3%
Value $1.498M Shares 15,350 Est. Cost $55.04 Unrealized +53.5%
TGT Target Corp. 0.3%
Value $1.468M Shares 11,130 Est. Cost $77.97 Unrealized +73.1%
CPT Camden Property Trust 0.3%
Value $1.437M Shares 13,200 Est. Cost $49.72 Unrealized +95.2%
CCI Crown Castle International Corp. 0.3%
Value $1.347M Shares 11,820 Est. Cost $119.14 Unrealized -14.0%
VZ Verizon Communications, Inc. 0.3%
Value $1.34M Shares 36,040 Est. Cost $34.18 Unrealized -8.7%
ESS Essex Property Trust, Inc. 0.3%
Value $1.321M Shares 5,636 Est. Cost $176.50 Unrealized +11.7%
BRK/B Berkshire Hathaway, Inc. 0.3%
Value $1.32M Shares 3,870 Est. Cost $263.83 Unrealized +23.7%
WEC WEC Energy Group, Inc. 0.3%
Value $1.319M Shares 14,950 Est. Cost $57.06 Unrealized +47.3%
Marathon Oil Corp. 0.3%
Value $1.307M Shares 56,773 Est. Cost $15.86 Unrealized
IRM Iron Mountain, Inc. 0.3%
Value $1.307M Shares 23,000 Est. Cost $40.81 Unrealized +22.3%
UGI UGI Corp. 0.3%
Value $1.299M Shares 48,172 Est. Cost $42.56 Unrealized -28.7%
CSX CSX Corp. 0.3%
Value $1.282M Shares 37,600 Est. Cost $24.17 Unrealized +25.9%
AMT American Tower Corp. 0.3%
Value $1.241M Shares 6,400 Est. Cost $182.30 Unrealized -2.3%
FRT Federal Realty Investment Trust 0.3%
Value $1.239M Shares 12,800 Est. Cost $95.45 Unrealized -12.5%
DUK Duke Energy Corp. 0.3%
Value $1.234M Shares 13,750 Est. Cost $76.32 Unrealized +11.6%
ARE Alexandria Real Estate Equities, Inc. 0.3%
Value $1.226M Shares 10,800 Est. Cost $114.70 Unrealized -9.9%
ACN Accenture PLC 0.3%
Value $1.18M Shares 3,825 Est. Cost $95.23 Unrealized +193.7%
UNH UnitedHealth Group, Inc. 0.3%
Value $1.178M Shares 2,450 Est. Cost $91.20 Unrealized +409.7%
PG Procter & Gamble Co./The 0.2%
Value $1.102M Shares 7,265 Est. Cost $78.95 Unrealized +79.0%
REG Regency Centers Corp. 0.2%
Value $1.087M Shares 17,600 Est. Cost $47.10 Unrealized +13.2%
BMY Bristol-Myers Squibb Co. 0.2%
Value $1.065M Shares 16,650 Est. Cost $45.19 Unrealized +30.4%
BX Blackstone Group LP/The 0.2%
Value $1.046M Shares 11,250 Est. Cost $62.71 Unrealized +27.8%
BRX Brixmor Property Group, Inc. 0.2%
Value $1.022M Shares 46,475 Est. Cost $20.31 Unrealized
CUBE CubeSmart 0.2%
Value $958K Shares 21,450 Est. Cost $22.84 Unrealized
MA MasterCard, Inc. 0.2%
Value $944K Shares 2,400 Est. Cost $88.82 Unrealized +316.4%
Apartment Income REIT Corp. 0.2%
Value $935K Shares 25,902 Est. Cost $38.40 Unrealized
FANG Diamondback Energy, Inc. 0.2%
Value $926K Shares 7,050 Est. Cost $112.25 Unrealized +7.8%
PPL PPL Corp. 0.2%
Value $893K Shares 33,750 Est. Cost $22.79 Unrealized +10.4%
CSCO Cisco Systems, Inc. 0.2%
Value $893K Shares 17,250 Est. Cost $23.48 Unrealized +93.8%
MCD McDonald's Corp. 0.2%
Value $889K Shares 2,980 Est. Cost $87.84 Unrealized +210.9%
EOG EOG Resources, Inc. 0.2%
Value $887K Shares 7,750 Est. Cost $95.09 Unrealized +9.8%
GS Goldman Sachs Group, Inc./The 0.2%
Value $876K Shares 2,715 Est. Cost $149.89 Unrealized +105.4%
AXP American Express Co. 0.2%
Value $871K Shares 5,000 Est. Cost $79.89 Unrealized +95.5%
CMI Cummins, Inc. 0.2%
Value $870K Shares 3,550 Est. Cost $137.48 Unrealized +54.9%
REXR Rexford Industrial Realty, Inc. 0.2%
Value $862K Shares 16,500 Est. Cost $61.63 Unrealized
HST Host Hotels & Resorts, Inc. 0.2%
Value $823K Shares 48,900 Est. Cost $12.52 Unrealized +15.2%
DVN Devon Energy Corp. 0.2%
Value $788K Shares 16,300 Est. Cost $49.69 Unrealized -8.5%
C Citigroup, Inc. 0.2%
Value $769K Shares 16,700 Est. Cost $42.47 Unrealized +0.6%
AM Antero Midstream Corp. 0.2%
Value $767K Shares 66,100 Est. Cost $5.68 Unrealized +57.6%
NNN National Retail Properties, Inc. 0.2%
Value $760K Shares 17,750 Est. Cost $39.73 Unrealized
BAC Bank of America Corp. 0.2%
Value $742K Shares 25,850 Est. Cost $13.86 Unrealized +92.0%
OXY Occidental Petroleum Corp. 0.2%
Value $735K Shares 12,500 Est. Cost $53.40 Unrealized +7.3%
BA Boeing Co./The 0.2%
Value $708K Shares 3,355 Est. Cost $130.17 Unrealized +59.6%
AEP American Electric Power Co., Inc. 0.2%
Value $703K Shares 8,350 Est. Cost $66.04 Unrealized +21.1%
Holly Energy Partners LP 0.2%
Value $692K Shares 37,419 Est. Cost $33.39 Unrealized
APLE Apple Hospitality REIT, Inc. 0.2%
Value $683K Shares 45,210 Est. Cost $16.22 Unrealized
ADBE Adobe Systems, Inc. 0.1%
Value $660K Shares 1,350 Est. Cost $68.94 Unrealized +484.4%
DGX Quest Diagnostics, Inc. 0.1%
Value $633K Shares 4,500 Est. Cost $61.16 Unrealized +114.2%
MDT Medtronic PLC 0.1%
Value $623K Shares 7,069 Est. Cost $58.10 Unrealized +36.6%
DOC Healthpeak Properties, Inc. 0.1%
Value $614K Shares 30,568 Est. Cost $24.55 Unrealized -28.3%
HUM Humana, Inc. 0.1%
Value $604K Shares 1,350 Est. Cost $170.85 Unrealized +185.7%
ETR Entergy Corp. 0.1%
Value $599K Shares 6,150 Est. Cost $47.39 Unrealized -0.5%
PEB Pebblebrook Hotel Trust 0.1%
Value $589K Shares 42,281 Est. Cost $29.60 Unrealized
MCHP Microchip Technology, Inc. 0.1%
Value $578K Shares 6,450 Est. Cost $57.92 Unrealized +27.5%
MO Altria Group, Inc. 0.1%
Value $573K Shares 12,650 Est. Cost $23.33 Unrealized +56.8%
CF CF Industries Holdings, Inc. 0.1%
Value $569K Shares 8,200 Est. Cost $31.18 Unrealized +110.2%
TMO Thermo Fisher Scientific, Inc. 0.1%
Value $569K Shares 1,090 Est. Cost $127.99 Unrealized +318.2%
JCI Johnson Controls International PLC 0.1%
Value $562K Shares 8,253 Est. Cost $33.62 Unrealized +74.5%
COP ConocoPhillips 0.1%
Value $549K Shares 5,300 Est. Cost $41.29 Unrealized +128.8%
KIM Kimco Realty Corp. 0.1%
Value $544K Shares 27,569 Est. Cost $13.39 Unrealized +23.5%
ADC Agree Realty Corp. 0.1%
Value $539K Shares 8,250 Est. Cost $67.87 Unrealized
AES AES Corp. 0.1%
Value $539K Shares 26,000 Est. Cost $18.98 Unrealized +2.8%
AMH American Homes 4 Rent 0.1%
Value $534K Shares 15,050 Est. Cost $38.87 Unrealized
SRE Sempra Energy 0.1%
Value $531K Shares 3,650 Est. Cost $69.20 Unrealized -0.6%
Viper Energy Partners LP 0.1%
Value $529K Shares 19,700 Est. Cost $28.09 Unrealized
BXMT Blackstone Mortgage Trust, Inc. 0.1%
Value $515K Shares 24,765 Est. Cost $29.81 Unrealized
LIN New Linde PLC 0.1%
Value $495K Shares 1,300 Est. Cost $322.30 Unrealized +9.5%
LW Lamb Weston Holdings, Inc. 0.1%
Value $494K Shares 4,300 Est. Cost $34.39 Unrealized +208.2%
CNC Centene Corp. 0.1%
Value $492K Shares 7,300 Est. Cost $57.55 Unrealized +15.9%
DTE DTE Energy Co. 0.1%
Value $490K Shares 4,450 Est. Cost $101.28 Unrealized +0.2%
MAS Masco Corp. 0.1%
Value $488K Shares 8,500 Est. Cost $25.25 Unrealized +97.7%
AEE Ameren Corp. 0.1%
Value $482K Shares 5,900 Est. Cost $78.39 Unrealized +0.4%
HPQ HP, Inc. 0.1%
Value $479K Shares 15,600 Est. Cost $11.34 Unrealized +139.2%
KO Coca-Cola Co./The 0.1%
Value $476K Shares 7,900 Est. Cost $33.97 Unrealized +68.8%
DD DuPont de Nemours, Inc. 0.1%
Value $464K Shares 6,500 Est. Cost $18.15 Unrealized +49.7%
GEN Gen Digital, Inc. 0.1%
Value $458K Shares 24,700 Est. Cost $15.83 Unrealized +4.7%
ES Eversource Energy 0.1%
Value $450K Shares 6,350 Est. Cost $67.04 Unrealized -1.5%
PEG Public Service Enterprise Group, Inc. 0.1%
Value $445K Shares 7,100 Est. Cost $55.85 Unrealized +2.3%
PEP PepsiCo, Inc. 0.1%
Value $445K Shares 2,400 Est. Cost $56.86 Unrealized +199.9%
UPS United Parcel Service, Inc. 0.1%
Value $439K Shares 2,450 Est. Cost $151.70 Unrealized +1.9%
PAYX Paychex, Inc. 0.1%
Value $431K Shares 3,850 Est. Cost $35.82 Unrealized +182.1%
KR Kroger Co./The 0.1%
Value $423K Shares 9,000 Est. Cost $24.62 Unrealized +82.8%
QCOM QUALCOMM, Inc. 0.1%
Value $423K Shares 3,550 Est. Cost $56.68 Unrealized +91.1%
CTVA Corteva, Inc. 0.1%
Value $414K Shares 7,233 Est. Cost $25.57 Unrealized +121.5%
WTRG Essential Utilities, Inc. 0.1%
Value $409K Shares 10,250 Est. Cost $42.50 Unrealized -1.3%
LOW Lowe's Cos., Inc. 0.1%
Value $395K Shares 1,750 Est. Cost $161.53 Unrealized +22.4%
AMD Advanced Micro Devices, Inc. 0.1%
Value $393K Shares 3,450 Est. Cost $79.07 Unrealized +31.5%
XEL Xcel Energy, Inc. 0.1%
Value $385K Shares 6,200 Est. Cost $60.86 Unrealized -0.1%
FDX FedEx Corp. 0.1%
Value $372K Shares 1,500 Est. Cost $173.45 Unrealized +24.6%
XIFR NextEra Energy Partners LP 0.1%
Value $361K Shares 6,150 Est. Cost $66.76 Unrealized -9.9%
BXP Boston Properties, Inc. 0.1%
Value $358K Shares 6,215 Est. Cost $74.11 Unrealized -39.8%
EIX Edison International 0.1%
Value $358K Shares 5,150 Est. Cost $55.70 Unrealized +11.9%
CEG Constellation Energy Corp. 0.1%
Value $357K Shares 3,900 Est. Cost $80.45 Unrealized +1.1%
IBM International Business Machines Corp. 0.1%
Value $357K Shares 2,668 Est. Cost $107.74 Unrealized +9.6%
FE FirstEnergy Corp. 0.1%
Value $354K Shares 9,100 Est. Cost $35.44 Unrealized -0.7%
EXC Exelon Corp. 0.1%
Value $350K Shares 8,600 Est. Cost $37.42 Unrealized +0.1%
STZ Constellation Brands, Inc. 0.1%
Value $345K Shares 1,400 Est. Cost $209.81 Unrealized +6.1%
ABT Abbott Laboratories 0.1%
Value $338K Shares 3,100 Est. Cost $81.94 Unrealized +23.8%
OHI Omega Healthcare Investors, Inc. 0.1%
Value $338K Shares 11,000 Est. Cost $30.42 Unrealized
EXE Chesapeake Energy Corp. 0.1%
Value $335K Shares 4,000 Est. Cost $74.50 Unrealized -1.3%
PAGP Plains GP Holdings LP 0.1%
Value $326K Shares 22,000 Est. Cost $12.13 Unrealized
DOW Dow, Inc. 0.1%
Value $324K Shares 6,083 Est. Cost $36.43 Unrealized +24.2%
CNP CenterPoint Energy, Inc. 0.1%
Value $321K Shares 11,000 Est. Cost $27.45 Unrealized +0.4%
HASI Hannon Armstrong Sustainable Infrastructure 0.1%
Value $318K Shares 12,717 Est. Cost $10.38 Unrealized +114.3%
CTSH Cognizant Technology Solutions Corp. 0.1%
Value $300K Shares 4,600 Est. Cost $49.12 Unrealized +20.8%
STWD Starwood Property Trust, Inc. 0.1%
Value $291K Shares 15,000 Est. Cost $22.55 Unrealized
VTR Ventas, Inc. 0.1%
Value $286K Shares 6,050 Est. Cost $46.71 Unrealized -11.4%
EW Edwards LifeSciences Corp. 0.1%
Value $283K Shares 3,000 Est. Cost $59.93 Unrealized +45.0%
CMS CMS Energy Corp. 0.1%
Value $282K Shares 4,800 Est. Cost $55.58 Unrealized -0.1%
GLW Corning, Inc. 0.1%
Value $280K Shares 8,000 Est. Cost $17.95 Unrealized +70.5%
CME CME Group, Inc. 0.1%
Value $260K Shares 1,404 Est. Cost $77.85 Unrealized +113.9%
MS Morgan Stanley 0.1%
Value $256K Shares 3,000 Est. Cost $73.70 Unrealized +6.3%
AMGN Amgen, Inc. 0.1%
Value $255K Shares 1,150 Est. Cost $117.71 Unrealized +81.5%
NI Nisource, Inc. 0.1%
Value $243K Shares 8,900 Est. Cost $25.32 Unrealized +0.7%
CAG ConAgra Foods, Inc. 0.1%
Value $239K Shares 7,100 Est. Cost $24.32 Unrealized +29.1%
ATO Atmos Energy Corp. 0.1%
Value $233K Shares 2,000 Est. Cost $107.59 Unrealized +0.8%
CNX CNX Resources Corp. 0.1%
Value $230K Shares 13,000 Est. Cost $16.48 Unrealized -2.0%
Crestwood Equity Partners LP 0.0%
Value $212K Shares 8,000 Est. Cost $27.86 Unrealized
RTX Raytheon Technologies Corp. 0.0%
Value $206K Shares 2,100 Est. Cost $54.61 Unrealized +69.0%
ZS Zscaler, Inc. 0.0%
Value $205K Shares 1,400 Est. Cost $135.86 Unrealized -10.1%
Physicians Realty Trust 0.0%
Value $201K Shares 14,350 Est. Cost $17.66 Unrealized
NTAP NetApp, Inc. 0.0%
Value $199K Shares 2,600 Est. Cost $30.74 Unrealized +107.5%
CG The Carlyle Group, Inc. 0.0%
Value $193K Shares 6,050 Est. Cost $23.69 Unrealized +12.4%
HR Healthcare Realty Trust, Inc. 0.0%
Value $189K Shares 10,000 Est. Cost $20.90 Unrealized
SHO Sunstone Hotel Investors, Inc. 0.0%
Value $159K Shares 15,700 Est. Cost $8.33 Unrealized
KRC Kilroy Realty Corp. 0.0%
Value $158K Shares 5,265 Est. Cost $56.28 Unrealized
Spirit Realty Capital, Inc. 0.0%
Value $158K Shares 4,000 Est. Cost $35.19 Unrealized
VST Vistra Energy Corp. 0.0%
Value $158K Shares 6,000 Est. Cost $23.29 Unrealized +1.4%
COLD Americold Realty Trust 0.0%
Value $152K Shares 4,700 Est. Cost $35.67 Unrealized
LMT Lockheed Martin Corp. 0.0%
Value $138K Shares 300 Est. Cost $428.20 Unrealized +0.8%
Global Medical REIT, Inc. 0.0%
Value $137K Shares 15,000 Est. Cost $9.71 Unrealized
SWX Southwest Gas Corp. 0.0%
Value $137K Shares 2,150 Est. Cost $60.21 Unrealized -1.8%
SO Southern Co./The 0.0%
Value $130K Shares 1,850 Est. Cost $61.04 Unrealized +7.0%
WY Weyerhaeuser Co. 0.0%
Value $127K Shares 3,800 Est. Cost $28.43 Unrealized -2.1%
FCPT Four Corners Property Trust, Inc. 0.0%
Value $127K Shares 5,000 Est. Cost $27.08 Unrealized
CVS CVS Health Corp. 0.0%
Value $125K Shares 1,811 Est. Cost $56.18 Unrealized +14.4%
CWEN Clearway Energy, Inc. 0.0%
Value $123K Shares 4,300 Est. Cost $25.77 Unrealized 0.0%
PK Park Hotels & Resorts, Inc. 0.0%
Value $119K Shares 9,250 Est. Cost $20.40 Unrealized
MPT Medical Properties Trust, Inc. 0.0%
Value $116K Shares 12,500 Est. Cost $21.30 Unrealized
CL Colgate-Palmolive Co. 0.0%
Value $116K Shares 1,500 Est. Cost $60.64 Unrealized +20.2%
LNT Alliant Energy Corp. 0.0%
Value $113K Shares 2,150 Est. Cost $49.05 Unrealized 0.0%
GRMN Garmin Ltd. 0.0%
Value $104K Shares 1,000 Est. Cost $86.42 Unrealized +12.3%
T AT&T, Inc. 0.0%
Value $104K Shares 6,500 Est. Cost $13.59 Unrealized +8.8%
HAL Halliburton Co. 0.0%
Value $98,970 Shares 3,000 Est. Cost $24.83 Unrealized +19.5%
TSLA Tesla, Inc. 0.0%
Value $91,620 Shares 350 Est. Cost $199.96 Unrealized 0.0%
DELL Dell Technolodies, Inc. 0.0%
Value $87,875 Shares 1,624 Est. Cost $25.10 Unrealized +74.8%
WFC Wells Fargo & Co. 0.0%
Value $85,360 Shares 2,000 Est. Cost $41.29 Unrealized -8.8%
NKE NIKE, Inc. 0.0%
Value $77,259 Shares 700 Est. Cost $88.73 Unrealized +25.5%
SLB Schlumberger Ltd. 0.0%
Value $73,680 Shares 1,500 Est. Cost $27.77 Unrealized +60.3%
INN Summit Hotel Properties, Inc. 0.0%
Value $58,590 Shares 9,000 Est. Cost $5.72 Unrealized
City Office REIT, Inc. 0.0%
Value $55,700 Shares 10,000 Est. Cost $12.40 Unrealized
NWN Northwest Natural Holdings Co. 0.0%
Value $53,813 Shares 1,250 Est. Cost $45.19 Unrealized 0.0%
PANW Palo Alto Networks, Inc. 0.0%
Value $51,102 Shares 200 Est. Cost $80.29 Unrealized +29.6%
OLP One Liberty Properties, Inc. 0.0%
Value $50,800 Shares 2,500 Est. Cost $28.40 Unrealized
EVRG Evergy, Inc. 0.0%
Value $46,736 Shares 800 Est. Cost $53.91 Unrealized 0.0%
AWK American Water Works Co., Inc. 0.0%
Value $42,825 Shares 300 Est. Cost $138.74 Unrealized -0.2%
NWE NorthWestern Corp. 0.0%
Value $42,570 Shares 750 Est. Cost $51.34 Unrealized 0.0%
Brookfield Renewable Corp. 0.0%
Value $36,248 Shares 1,150 Est. Cost $33.46 Unrealized
GTY Getty Realty Corp. 0.0%
Value $33,820 Shares 1,000 Est. Cost $32.00 Unrealized
NFG National Fuel Gas Co. 0.0%
Value $30,816 Shares 600 Est. Cost $56.37 Unrealized -5.7%
Lexington Realty Trust 0.0%
Value $26,325 Shares 2,700 Est. Cost $10.77 Unrealized
WM Waste Management, Inc. 0.0%
Value $26,013 Shares 150 Est. Cost $158.75 Unrealized 0.0%
CUZ Cousins Properties, Inc. 0.0%
Value $22,800 Shares 1,000 Est. Cost $29.00 Unrealized
IP International Paper Co. 0.0%
Value $15,905 Shares 500 Est. Cost $31.79 Unrealized -8.5%
WestRock Co. 0.0%
Value $14,535 Shares 500 Est. Cost $38.00 Unrealized