Number of Shares
3,500.00
Current Holdings Value*
$581,280.00
% of Portfolio
5.92%
Total Estimate Gain
$143,725.00
% of Total Estimate Gain
28.44%

Spirit of America Income Fund's Simon Property Group Inc Holding Summary

As of 2025-03-31, SPIRIT OF AMERICA INVESTMENT FUND INC held 3,500.00 shares of Simon Property Group Inc(SPG), totaling $581,280.00. This investment constitutes 5.92% of their stock portfolio, and SPIRIT OF AMERICA INVESTMENT FUND INC now holds 0% of the outstanding Simon Property Group Inc(SPG) stock.

The initial trade took place in 2022Q1. And since then Spirit of America Income Fund has made 3 purchases of SPG, at an average price of $126.36, for a total of 4,000.00 shares. In addition, there have been 1 sales at an average price of $174.79 for 500.00 shares. Based on historical transaction data and SPG's current price of $160.50, Spirit of America Income Fund's estimated gain on his SPG holdings is $143,725.00, reflecting a 28.44% gain to date.

Spirit of America Income Fund SPG ($160.50) Holding Chart

Spirit of America Income Fund SPG ($160.50) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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