| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | EVERETT HARRIS & CO /CA/ | 37,212 | 789,000 | 49.29% | ||
| 2 | SPIRIT OF AMERICA MANAGEMENT CORP/NY | 22,000 | 466,000 | 29.11% | ||
| 3 | PARAMETRIC PORTFOLIO ASSOCIATES LLC | 13,746 | 291,000 | 18.18% | ||
| 4 | BELL ROCK CAPITAL LLC | 2,500 | 53,000 | 3.31% | ||
| 5 | INTELLECTUS PARTNERS, LLC | 30 | 1,000 | 0.06% | ||
| 6 | Estabrook Capital Management | 31 | 657 | 0.04% |
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.
