| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Crow Point Partners, LLC | 263,000 | 5,426,000 | 87.29% | ||
| 2 | REILLY FINANCIAL ADVISORS, LLC | 18,267 | 376,000 | 6.05% | ||
| 3 | PARAMETRIC PORTFOLIO ASSOCIATES LLC | 11,502 | 237,000 | 3.81% | ||
| 4 | SPIRIT OF AMERICA MANAGEMENT CORP/NY | 8,600 | 177,000 | 2.85% |
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.
