| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | ROOSEVELT INVESTMENT GROUP LLC | 46,145 | 1,179,000 | 95.39% | ||
| 2 | SPIRIT OF AMERICA MANAGEMENT CORP/NY | 2,150 | 55,000 | 4.45% | ||
| 3 | AMERIPRISE FINANCIAL INC | 64 | 2,000 | 0.16% |
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.