| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | PARAMETRIC PORTFOLIO ASSOCIATES LLC | 22,196 | 610,000 | 65.04% | ||
| 2 | Welch Group, LLC | 6,543 | 180,000 | 19.19% | ||
| 3 | SPIRIT OF AMERICA MANAGEMENT CORP/NY | 3,000 | 82,000 | 8.74% | ||
| 4 | Estabrook Capital Management | 2,400 | 65,930 | 7.03% |
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.
