| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | EVERETT HARRIS & CO /CA/ | 124,000 | 3,200,000 | 80.38% | ||
| 2 | SPIRIT OF AMERICA MANAGEMENT CORP/NY | 22,000 | 568,000 | 14.27% | ||
| 3 | ROOSEVELT INVESTMENT GROUP LLC | 8,245 | 213,000 | 5.35% |
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.