| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | ROOSEVELT INVESTMENT GROUP LLC | 43,548 | 1,101,000 | 95.32% | ||
| 2 | SPIRIT OF AMERICA MANAGEMENT CORP/NY | 2,150 | 54,000 | 4.68% |
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.