| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | SPIRIT OF AMERICA MANAGEMENT CORP/NY | 18,775 | 447,000 | 40.81% | ||
| 2 | PARAMETRIC PORTFOLIO ASSOCIATES LLC | 16,325 | 389,000 | 35.52% | ||
| 3 | SignalPoint Asset Management, LLC | 10,300 | 245,000 | 22.37% | ||
| 4 | INTELLECTUS PARTNERS, LLC | 524 | 12,000 | 1.10% | ||
| 5 | Estabrook Capital Management | 94 | 2,240 | 0.20% |
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.
