| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | PARAMETRIC PORTFOLIO ASSOCIATES LLC | 21,117 | 563,000 | 55.80% | ||
| 2 | SPIRIT OF AMERICA MANAGEMENT CORP/NY | 8,850 | 236,000 | 23.39% | ||
| 3 | Buffington Mohr McNeal | 6,300 | 168,000 | 16.65% | ||
| 4 | TRUST CO OF VERMONT | 800 | 21,000 | 2.08% | ||
| 5 | CapWealth Advisors, LLC | 800 | 21,000 | 2.08% |
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.
