| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | ROOSEVELT INVESTMENT GROUP LLC | 172,347 | 4,684,000 | 85.54% | ||
| 2 | PARAMETRIC PORTFOLIO ASSOCIATES LLC | 15,173 | 412,000 | 7.52% | ||
| 3 | SPIRIT OF AMERICA MANAGEMENT CORP/NY | 14,000 | 380,000 | 6.94% |
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.
