| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | AMERIPRISE FINANCIAL INC | 35,914 | 875,000 | 57.26% | ||
| 2 | PARAMETRIC PORTFOLIO ASSOCIATES LLC | 12,753 | 311,000 | 20.35% | ||
| 3 | SPIRIT OF AMERICA MANAGEMENT CORP/NY | 10,950 | 267,000 | 17.47% | ||
| 4 | Brookstone Capital Management | 1,500 | 37,000 | 2.42% | ||
| 5 | TRUST CO OF VERMONT | 800 | 19,000 | 1.24% | ||
| 6 | CapWealth Advisors, LLC | 800 | 19,000 | 1.24% |
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.
