| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MERITAGE PORTFOLIO MANAGEMENT | 139,090 | 3,601,000 | 80.58% | ||
| 2 | SPIRIT OF AMERICA MANAGEMENT CORP/NY | 12,000 | 311,000 | 6.96% | ||
| 3 | EII CAPITAL MANAGEMENT, INC. | 10,000 | 259,000 | 5.80% | ||
| 4 | HOLLENCREST CAPITAL MANAGEMENT | 9,525 | 246,000 | 5.50% | ||
| 5 | Iowa State Bank | 2,000 | 52,000 | 1.16% |
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.
