| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | PARAMETRIC PORTFOLIO ASSOCIATES LLC | 11,735 | 285,000 | 48.14% | ||
| 2 | SPIRIT OF AMERICA MANAGEMENT CORP/NY | 10,950 | 266,000 | 44.93% | ||
| 3 | TRUST CO OF VERMONT | 800 | 19,000 | 3.21% | ||
| 4 | CapWealth Advisors, LLC | 800 | 19,000 | 3.21% | ||
| 5 | AMERIPRISE FINANCIAL INC | 138 | 3,000 | 0.51% |
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.
