| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | ROOSEVELT INVESTMENT GROUP LLC | 194,425 | 5,038,000 | 50.32% | ||
| 2 | MassMutual Private Wealth & Trust, FSB | 70,975 | 1,838,962 | 18.37% | ||
| 3 | SPIRIT OF AMERICA MANAGEMENT CORP/NY | 32,490 | 842,000 | 8.41% | ||
| 4 | Sterling Capital Management LLC | 32,000 | 840,000 | 8.39% | ||
| 5 | Asset Management One Co., Ltd. | 27,000 | 711,000 | 7.10% | ||
| 6 | PARAMETRIC PORTFOLIO ASSOCIATES LLC | 18,053 | 468,000 | 4.67% | ||
| 7 | FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 7,990 | 207,000 | 2.07% | ||
| 8 | Estabrook Capital Management | 2,000 | 51,820 | 0.52% | ||
| 9 | GLENMEDE TRUST CO NA | 600 | 15,000 | 0.15% | ||
| 10 | MYCIO WEALTH PARTNERS, LLC | 33 | 1,000 | 0.01% |
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.
