SPIRIT OF AMERICA MANAGEMENT CORP/NY

Position in WTRG — Essential Utilities, Inc.

CIK 1041283 SYOSSET, NY

Position in WTRG

as of Jun 30, 2026 · filed Jul 14, 2026 Compact

Position Value

$1,315,948

-$67,326 QoQ

Shares Held

34,350

0.0% QoQ

Ownership

0.012%

of shares outstanding

% of Portfolio

0.24%

of 13F equity value

Holder Rank

#254

of 691 holders

Holding Since

Mar 2023

14 quarters on record

Utilities · as of Jun 30, 2026

SPIRIT OF AMERICA MANAGEMENT CORP/NY holds $1,984,175 across 3 Utilities - Regulated Water names. WTRG ranks #1 (66.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WTRG	Essential Utilities, Inc. This page	34,350	$1,315,948
2	CWT	California Water Service Group	7,650	$372,172
3	AWK	American Water Works Company, Inc.	2,250	$296,055

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,315,948	34,350	0.0%	Shares	Sole	2026-07-14
2026-03-31	$1,383,274	34,350	0.0%	Shares	Sole	2026-04-15
2025-12-31	$1,317,666	34,350	+5.4%	Shares	Sole	2026-01-15
2025-09-30	$1,300,740	32,600	+15.0%	Shares	Sole	2025-10-15
2025-06-30	$1,052,919	28,350	+20.1%	Shares	Sole	2025-07-29
2025-03-31	$932,908	23,600	+9.8%	Shares	Sole	2025-04-21
2024-12-31	$780,880	21,500	+19.4%	Shares	Sole	2025-01-27
2024-09-30	$694,260	18,000	+12.5%	Shares	Sole	2024-10-23
2024-06-30	$597,280	16,000	+21.2%	Shares	Sole	2024-07-25
2024-03-31	$489,060	13,200	0.0%	Shares	Sole	2024-04-17
2023-12-31	$493,020	13,200	+3.1%	Shares	Sole	2024-01-22
2023-09-30	$439,424	12,800	+24.9%	Shares	Sole	2023-10-19
2023-06-30	$409,077	10,250	+485.7%	Shares	Sole	2023-07-24
2023-03-31	$76,387	1,750	—	Shares	Sole	2023-04-11
No filing history on record for this holder in this stock.