SPIRIT OF AMERICA MANAGEMENT CORP/NY CWT — California Water Service Group

Ownership history in SPIRIT OF AMERICA MANAGEMENT CORP/NY  ·  7 quarters on record

AI Ownership Summary

SPIRIT OF AMERICA MANAGEMENT CORP/NY reported California Water Service Group (CWT) in 7 quarterly 13F filings from 2025 Q1 through 2026 Q3. Peak portfolio weight reached 0.07% in 2026 Q2. The latest visible filing shows CWT at 0.07% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this CWT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was SPIRIT OF AMERICA MANAGEMENT CORP/NY's position in California Water Service Group, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q3

CWT was reported at 0.07% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.07% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2026 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

CWT stock page SPIRIT OF AMERICA MANAGEMENT CORP/NY fund profile SPIRIT OF AMERICA MANAGEMENT CORP/NY full holdings
How SPIRIT OF AMERICA MANAGEMENT CORP/NY held CWT — position size vs. price
% of Fund (quarterly)    CWT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 UNCHANGED — — — 7,650 — 0% 0.07% $354K 2026-10-14 $45.82
2026 Q2 ADDED — — — 7,650 +500 +7.0% 0.07% $372K 2026-07-14 $49.68
2026 Q1 ADDED — — — 7,150 +650 +10.0% 0.06% $324K 2026-04-15 $44.04
2025 Q4 UNCHANGED — — — 6,500 — 0% 0.06% $282K 2026-01-15 $45.23
2025 Q3 ADDED — — — 6,500 +2,500 +62.5% 0.06% $298K 2025-10-15 $46.69
2025 Q2 ADDED — — — 4,000 +2,000 +100.0% 0.04% $182K 2025-07-29 $43.46
2025 Q1 INITIATED — — — 2,000 — — 0.02% $97K 2025-04-21 $48.69

🏢 Other funds also holding CWT

As of 2026 Q3 — sorted by position size

ELCO Management Co., LLC 3Y 7Y 0.13% WEDGE CAPITAL MANAGEMENT L L P/NC 3Y 7Y 0.07% Y-Intercept (Hong Kong) Ltd 3Y 0.03% Sound Income Strategies, LLC 3Y 7Y 0.01% Essential Partners LLC 0.01% BROWN, LISLE/CUMMINGS, INC. 0.01% Vontobel Holding Ltd. 3Y 0.01% State of Alaska, Department of Revenue 3Y 7Y 0.01% Versant Capital Management, Inc 3Y 7Y 0.01% Atria Investments, Inc 3Y 7Y 0.01%

FAQ About SPIRIT OF AMERICA MANAGEMENT CORP/NY and CWT

These are the practical questions this page is built to answer before you even open the full history table.

How long has SPIRIT OF AMERICA MANAGEMENT CORP/NY reported owning CWT?

SPIRIT OF AMERICA MANAGEMENT CORP/NY reported CWT across 7 quarterly 13F filings, from 2025 Q1 through 2026 Q3.

What was the largest reported CWT position in SPIRIT OF AMERICA MANAGEMENT CORP/NY's portfolio?

The largest reported portfolio weight for CWT was 0.07% in 2026 Q2.

What is the latest reported CWT position on this page?

The most recent filing on this page is 2026 Q3, when SPIRIT OF AMERICA MANAGEMENT CORP/NY reported 7,650 shares, equal to 0.07% of portfolio, with an estimated market value of $354K.

What does the chart on this CWT ownership page compare?

The chart compares SPIRIT OF AMERICA MANAGEMENT CORP/NY's quarterly CWT portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did SPIRIT OF AMERICA MANAGEMENT CORP/NY time their CWT position?

Based on 13F filing dates vs. subsequent CWT price moves, SPIRIT OF AMERICA MANAGEMENT CORP/NY correctly timed 2 out of 5 reported position changes (40%). The annualised alpha on CWT relative to SPY over the holding period was +216.4%.

← Back to SPIRIT OF AMERICA MANAGEMENT CORP/NY Holdings