| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Van Hulzen Asset Management, LLC | 57,766 | 1,504,000 | 40.48% | ||
| 2 | PARAMETRIC PORTFOLIO ASSOCIATES LLC | 17,696 | 461,000 | 12.41% | ||
| 3 | EII CAPITAL MANAGEMENT, INC. | 17,500 | 456,000 | 12.27% | ||
| 4 | SHIKIAR ASSET MANAGEMENT INC | 12,800 | 333,000 | 8.96% | ||
| 5 | KCM INVESTMENT ADVISORS LLC | 11,409 | 297,000 | 7.99% | ||
| 6 | FULTON BREAKEFIELD BROENNIMAN LLC | 10,362 | 270,000 | 7.27% | ||
| 7 | PRIVATE ASSET MANAGEMENT INC | 8,600 | 224,000 | 6.03% | ||
| 8 | SPIRIT OF AMERICA MANAGEMENT CORP/NY | 6,500 | 169,000 | 4.55% | ||
| 9 | MYCIO WEALTH PARTNERS, LLC | 39 | 1,000 | 0.03% |
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.