FundWatcher
SOAAX
SPIRIT OF AMERICA REAL ESTATE INCOME & GROWTH FUND
Spirit of America Investment Fund, Inc.

Portfolio moves

Net position changes between two of this fund's N-PORT snapshots. These are differences between point-in-time reports — not a trade log — and share counts can be affected by splits and other corporate actions.

Dec 31, 2025 → Mar 31, 2026

Expand a category to see the positions behind it, ranked by weight.

Security Shares Dec 2025 Shares Mar 2026 Δ shares End % Δ value
RYMAN HOSPITALITY PPTYS INC 0 4,305 4,305 0.58% $397.22K
EASTGROUP PROP 0 1,750 1,750 0.48% $323.91K
ESSENTIAL PROPERTIES REALTY TRUST INC 0 4,000 4,000 0.18% $121.44K
META PLATFORMS INC CL A 0 50 50 0.04% $28.61K
Security Shares Dec 2025 Shares Mar 2026 Δ shares End % Δ value
PLYMOUTH INDUSTR 1,500 0 -1,500 0.00% -$32.82K
Security Shares Dec 2025 Shares Mar 2026 Δ shares End % Δ value
VENTAS INC REIT 28,250 32,350 4,100 3.89% $459.60K
OMEGA HEALTHCARE INVESTORS INC 45,000 47,000 2,000 3.03% $64.24K
REGENCY CENTERS CORP REIT 13,400 16,300 2,900 1.81% $308.26K
SUN COMMUNITIES INC - REIT 7,950 8,950 1,000 1.66% $142.26K
AMAZON.COM INC 4,750 4,900 150 1.50% -$75.87K
CARETRUST REIT INC 5,000 25,000 20,000 1.35% $735.45K
AMERICAN TOWER CORP 2,970 3,170 200 0.80% $25.64K
MSILF-GOVT-INS 13,786 515,833 502,047 0.76% $502.05K
CROWN CASTLE INC 3,690 3,990 300 0.48% -$3.50K
Security Shares Dec 2025 Shares Mar 2026 Δ shares End % Δ value
TERRENO REALTY CORP 26,875 25,875 -1,000 2.34% $11.41K
AVALONBAY COMMUNITIES INC REIT 10,890 8,590 -2,300 2.06% -$571.29K
EQUITY RESIDENTIAL REIT 23,615 20,115 -3,500 1.75% -$298.89K
ESSEX PROPERTY TRUST INC 6,986 4,836 -2,150 1.72% -$657.78K
UDR INC 35,350 28,350 -7,000 1.41% -$338.98K
HOST HOTELS & RE 39,900 35,900 -4,000 1.01% -$19.58K
MID AMERICA APT CMNTY INC 5,222 5,022 -200 0.90% -$112.10K
AMERICAN HOMES-A 36,300 17,300 -19,000 0.71% -$682.21K
MLP 10,000 8,000 -2,000 0.23% -$10.50K
INVITATION HOMES INC 6,500 2,500 -4,000 0.09% -$118.51K
CHENIERE ENERGY PARTNERS LP PARTNERSHIP SHARES 1,613 613 -1,000 0.06% -$46.65K
Security Shares Dec 2025 Shares Mar 2026 Δ shares End % Δ value
WELLTOWER INC 35,175 35,175 0 10.22% $425.62K
EQUINIX INC 4,260 4,260 0 6.14% $911.98K
DIGITAL REALTY TRUST INC 20,031 20,031 0 5.31% $510.79K
IRON MOUNTAIN INC 32,500 32,500 0 4.88% $623.68K
PROLOGIS INC REIT 24,301 24,301 0 4.72% $109.84K
SIMON PROPERTY 14,850 14,850 0 4.07% $21.09K
VICI PROPERTIES 82,297 82,297 0 3.31% -$65.84K
PUBLIC STORAGE 7,925 7,925 0 3.16% $90.19K
REALTY INCOME CORP REIT 28,585 28,585 0 2.57% $137.49K
EXTRA SPACE STORAGE INC 10,880 10,880 0 2.10% $9.90K
STAG INDUSTRIAL INC CL A 38,950 38,950 0 2.07% -$27.26K
GAMING AND LEISURE PROPRTI INC 28,885 28,885 0 1.88% -$9.24K
BRIXMOR PROPERTY 41,475 41,475 0 1.76% $107.01K
VERTIV HOLDINGS CO 4,575 4,575 0 1.69% $405.21K
EQUITY LIFESTYLE PPTYS INC 17,050 17,050 0 1.56% $30.86K
FED REALTY INVS 9,700 9,700 0 1.51% $52.48K
NNN REIT INC 17,750 17,750 0 1.10% $42.60K
CUBESMART 18,450 18,450 0 0.99% $11.07K
WP CAREY INC 9,200 9,200 0 0.92% $33.12K
CAMDEN PROP TR 6,300 6,300 0 0.90% -$78.25K
AGREE REALTY CORP 8,100 8,100 0 0.90% $27.14K
KIMCO REALTY CORPORATION 24,569 24,569 0 0.81% $54.05K
DIGITALBRIDGE GROUP INC 33,000 33,000 0 0.75% $2.64K
TANGER INC- REIT 12,000 12,000 0 0.60% $7.32K
CORPORATE OFFICE PROPERTIES TR 12,000 12,000 0 0.54% $33.60K
BXP INC 6,915 6,915 0 0.53% -$107.74K
REXFORD INDUSTRIAL REALTY INC 10,500 10,500 0 0.51% -$62.90K
HEALTHPEAK PROPERTIES INC 18,869 18,869 0 0.46% $6.60K
BLACKSTONE INC 2,000 2,000 0 0.34% -$78.30K
KKR & CO INC 2,350 2,350 0 0.32% -$82.20K
Summit Hotel Properties, Inc. 5.875% Preferred 10,000 10,000 0 0.25% -$8.10K
COUSINS PROPERTIES INC 6,500 6,500 0 0.22% -$20.86K
ALEXANDRIA REAL ES EQ INC REIT 3,000 3,000 0 0.20% -$7.56K
HEALTHCARE REALTY TRUST INC 8,000 8,000 0 0.20% $320
WEYERHAEUSER CO 5,300 5,300 0 0.19% $3.92K
Federal Realty Investment Trust, Series C, Pfd. 6,500 6,500 0 0.18% -$5.26K
KILROY REALTY CORP 4,265 4,265 0 0.18% -$39.07K
TOLL BROTHERS INC 875 875 0 0.18% $1.09K
FOUR CORNERS PRO 5,000 5,000 0 0.17% $2.95K
DR HORTON INC 800 800 0 0.16% -$5.45K
Pebblebrook Hotel Trust 5.700% Preferred 6,000 6,000 0 0.15% -$1.74K
PARK H&R INC 9,250 9,250 0 0.14% $648
DIGITAL RLTY TR INC 5.25% PFD PERP 4,000 4,000 0 0.12% -$1.80K
LENNAR CORP CL A 925 925 0 0.12% -$14.76K
SUNSTONE HOTEL INVS INC 8,700 8,700 0 0.12% $609
SOTHERLY HOTELS INC SER B 8% PERP PFD 6,000 6,000 0 0.12% -$23.04K
PEBBLEBROOK HOTEL TRUST PREFERRED STOCK 6.375 4,000 4,000 0 0.11% $2.80K
STARWOOD PROPERTY TRUST INC 4,500 4,500 0 0.11% -$3.56K
SUNSTONE HOTEL INVS INC SER H 6.125% PFD PERP 4,000 4,000 0 0.11% -$2.64K
SUNSTONE HOTEL INVS INC SER I 5.7% PERP PFD 4,000 4,000 0 0.11% -$2.28K
AMERICAN HEALTHCARE REIT INC 1,500 1,500 0 0.10% $150
LINEAGE INC 2,100 2,100 0 0.10% -$4.70K
MPLX LP PARTNERSHIP SHARES 1,000 1,000 0 0.08% $3.70K
Enterprise Products Partners LP 1,500 1,500 0 0.08% $8.67K
POSTAL REALTY TRUST INC 3,000 3,000 0 0.08% $7.26K
ONE LIBERTY PROPERTIES INC 2,500 2,500 0 0.08% $2.92K
Pebblebrook Hotel Trust 6.3% Preferred 2,500 2,500 0 0.07% $625
PLAINS ALL AMER PIPELINE LP PARTNERSHIP SHARES 2,000 2,000 0 0.07% $8.74K
American Homes 4 Rent, Series G, Pfd. 2,000 2,000 0 0.07% -$1.54K
HIGHWOODS PROPERTIES INC 2,000 2,000 0 0.06% -$8.82K
BLACKSTONE MORTGAGE TR CL A 2,200 2,200 0 0.06% $44
VORNADO REALTY TRUST SER M 5.25% PFD PERP 2,500 2,500 0 0.06% -$1.90K
CTO RLTY GROWTH INC NEW PREFERRED STOCK 2,000 2,000 0 0.06% -$560
Ashford Hospitality Trust, Inc. 6,000 6,000 0 0.06% -$41.58K
Public Storage, Series I, Pfd. 1,917 1,917 0 0.05% -$1.34K
Adamas Trust, Inc. 2,000 2,000 0 0.05% -$2.92K
PUBLIC STORAGE SER L 4.625% PFD PERP 2,000 2,000 0 0.05% -$1.96K
GETTY REALTY CORP 1,000 1,000 0 0.05% $4.43K
HA SUSTAINABLE INFRASTRUCTURE CAPITAL INC 717 717 0 0.04% $3.81K
SOTHERLY HOTELS INC SER C 7.875% PERP PFD 2,000 2,000 0 0.04% -$8.72K
LXP INDUSTRIAL TRUST REIT 540 540 0 0.04% -$1.79K
NET LEASE OFFICE PROPERTIES REIT 1,872 1,872 0 0.03% -$26.71K
MILLROSE PROPERTIES INC 462 462 0 0.02% -$864

Machine-readable: JSON · Markdown. Programmatic access via the agent surface.