| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MERITAGE PORTFOLIO MANAGEMENT | 140,350 | 3,666,000 | 86.73% | ||
| 2 | SPIRIT OF AMERICA MANAGEMENT CORP/NY | 12,000 | 313,000 | 7.40% | ||
| 3 | HOLLENCREST CAPITAL MANAGEMENT | 9,525 | 248,000 | 5.87% |
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.
