| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | KCM INVESTMENT ADVISORS LLC | 137,406 | 3,505,000 | 74.91% | ||
| 2 | SPIRIT OF AMERICA MANAGEMENT CORP/NY | 33,392 | 852,000 | 18.21% | ||
| 3 | WESTPORT RESOURCES MANAGEMENT INC | 6,400 | 163,000 | 3.48% | ||
| 4 | Asset Management One Co., Ltd. | 5,000 | 128,000 | 2.74% | ||
| 5 | GLENMEDE TRUST CO NA | 600 | 15,000 | 0.32% | ||
| 6 | REILLY FINANCIAL ADVISORS, LLC | 500 | 13,000 | 0.28% | ||
| 7 | MYCIO WEALTH PARTNERS, LLC | 132 | 3,000 | 0.06% | ||
| 8 | Crosspoint Capital Strategies, LLC | 10 | 0 | 0.00% |
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.
