| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | ROOSEVELT INVESTMENT GROUP LLC | 71,809 | 1,767,000 | 67.73% | ||
| 2 | M&R CAPITAL MANAGEMENT INC | 13,000 | 320,000 | 12.27% | ||
| 3 | PARAMETRIC PORTFOLIO ASSOCIATES LLC | 12,442 | 306,000 | 11.73% | ||
| 4 | SPIRIT OF AMERICA MANAGEMENT CORP/NY | 8,775 | 216,000 | 8.28% |
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.
