| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | REILLY FINANCIAL ADVISORS, LLC | 17,150 | 437,000 | 40.85% | ||
| 2 | PARAMETRIC PORTFOLIO ASSOCIATES LLC | 15,877 | 404,000 | 37.76% | ||
| 3 | SPIRIT OF AMERICA MANAGEMENT CORP/NY | 6,700 | 170,000 | 15.89% | ||
| 4 | MassMutual Private Wealth & Trust, FSB | 2,000 | 50,860 | 4.75% | ||
| 5 | PNC FINANCIAL SERVICES GROUP, INC. | 300 | 8,000 | 0.75% |
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.
