| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | KCM INVESTMENT ADVISORS LLC | 34,321 | 884,000 | 56.22% | ||
| 2 | PARAMETRIC PORTFOLIO ASSOCIATES LLC | 16,847 | 434,000 | 27.60% | ||
| 3 | SPIRIT OF AMERICA MANAGEMENT CORP/NY | 4,000 | 103,000 | 6.55% | ||
| 4 | AMERIPRISE FINANCIAL INC | 2,977 | 77,000 | 4.90% | ||
| 5 | Estabrook Capital Management | 2,500 | 64,375 | 4.09% | ||
| 6 | 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.
