| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Forward Management, LLC | 390,000 | 8,385,000 | 51.31% | ||
| 2 | Orinda Asset Management LLC | 242,100 | 5,209,000 | 31.88% | ||
| 3 | Diligent Investors, LLC | 50,035 | 1,075,000 | 6.58% | ||
| 4 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 27,720 | 598,000 | 3.66% | ||
| 5 | Creative Planning | 21,219 | 458,000 | 2.80% | ||
| 6 | Commonwealth Equity Services, Inc | 17,375 | 375,000 | 2.29% | ||
| 7 | 683 Capital Management, LLC | 10,914 | 225,000 | 1.38% | ||
| 8 | IFP ADVISORS, INC | 500 | 11,000 | 0.07% | ||
| 9 | Tower Research Capital LLC (TRC) | 229 | 5,000 | 0.03% |
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.
