| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | SPIRIT OF AMERICA MANAGEMENT CORP/NY | 43,200 | 978,000 | 36.81% | ||
| 2 | ROOSEVELT INVESTMENT GROUP LLC | 38,506 | 871,000 | 32.78% | ||
| 3 | HANCOCK WHITNEY CORP | 20,000 | 453,000 | 17.05% | ||
| 4 | PARAMETRIC PORTFOLIO ASSOCIATES LLC | 13,056 | 295,000 | 11.10% | ||
| 5 | Apriem Advisors | 1,400 | 32,000 | 1.20% | ||
| 6 | SONORA INVESTMENT MANAGEMENT, LLC | 1,225 | 27,722 | 1.04% |
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.
