| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | KCM INVESTMENT ADVISORS LLC | 36,650 | 939,000 | 60.31% | ||
| 2 | PARAMETRIC PORTFOLIO ASSOCIATES LLC | 17,241 | 442,000 | 28.39% | ||
| 3 | SPIRIT OF AMERICA MANAGEMENT CORP/NY | 4,000 | 102,000 | 6.55% | ||
| 4 | Estabrook Capital Management | 2,500 | 64,025 | 4.11% | ||
| 5 | PRIVATE TRUST CO NA | 400 | 10,000 | 0.64% |
From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.