| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | SPIRIT OF AMERICA MANAGEMENT CORP/NY | 22,000 | 501,000 | 41.30% | ||
| 2 | PARAMETRIC PORTFOLIO ASSOCIATES LLC | 14,375 | 327,000 | 26.96% | ||
| 3 | EVERETT HARRIS & CO /CA/ | 14,000 | 319,000 | 26.30% | ||
| 4 | BELL ROCK CAPITAL LLC | 2,750 | 63,000 | 5.19% | ||
| 5 | INTELLECTUS PARTNERS, LLC | 114 | 3,000 | 0.25% |
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.