| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | ROOSEVELT INVESTMENT GROUP LLC | 173,297 | 4,658,000 | 71.96% | ||
| 2 | MassMutual Private Wealth & Trust, FSB | 38,850 | 1,044,288 | 16.13% | ||
| 3 | PARAMETRIC PORTFOLIO ASSOCIATES LLC | 14,713 | 395,000 | 6.10% | ||
| 4 | SPIRIT OF AMERICA MANAGEMENT CORP/NY | 14,000 | 376,000 | 5.81% |
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.