| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | PARAMETRIC PORTFOLIO ASSOCIATES LLC | 12,551 | 318,000 | 50.08% | ||
| 2 | SPIRIT OF AMERICA MANAGEMENT CORP/NY | 10,950 | 277,000 | 43.62% | ||
| 3 | TRUST CO OF VERMONT | 800 | 20,000 | 3.15% | ||
| 4 | CapWealth Advisors, LLC | 800 | 20,000 | 3.15% |
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.
