| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | KCM INVESTMENT ADVISORS LLC | 143,263 | 3,653,000 | 75.65% | ||
| 2 | SPIRIT OF AMERICA MANAGEMENT CORP/NY | 32,000 | 816,000 | 16.90% | ||
| 3 | PARAMETRIC PORTFOLIO ASSOCIATES LLC | 13,023 | 332,000 | 6.88% | ||
| 4 | GLENMEDE TRUST CO NA | 600 | 15,000 | 0.31% | ||
| 5 | REILLY FINANCIAL ADVISORS, LLC | 500 | 13,000 | 0.27% |
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.
