| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | CAPSTONE ASSET MANAGEMENT CO | 225,047 | 5,754,000 | 46.77% | ||
| 2 | ROOSEVELT INVESTMENT GROUP LLC | 212,575 | 5,436,000 | 44.18% | ||
| 3 | SPIRIT OF AMERICA MANAGEMENT CORP/NY | 17,700 | 453,000 | 3.68% | ||
| 4 | KCM INVESTMENT ADVISORS LLC | 12,500 | 320,000 | 2.60% | ||
| 5 | AMERIPRISE FINANCIAL INC | 11,456 | 293,000 | 2.38% | ||
| 6 | PNC FINANCIAL SERVICES GROUP, INC. | 950 | 24,000 | 0.20% | ||
| 7 | Vantage Investment Advisors, LLC | 918 | 23,000 | 0.19% |
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.
