| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | EVERETT HARRIS & CO /CA/ | 216,000 | 5,599,000 | 75.33% | ||
| 2 | PARAMETRIC PORTFOLIO ASSOCIATES LLC | 17,756 | 460,000 | 6.19% | ||
| 3 | Janney Montgomery Scott LLC | 16,898 | 438,000 | 5.89% | ||
| 4 | SPIRIT OF AMERICA MANAGEMENT CORP/NY | 14,000 | 364,000 | 4.90% | ||
| 5 | AMERIPRISE FINANCIAL INC | 12,514 | 324,000 | 4.36% | ||
| 6 | Crow Point Partners, LLC | 8,090 | 200,000 | 2.69% | ||
| 7 | Estabrook Capital Management | 1,850 | 47,956 | 0.65% |
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.
