| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | KCM INVESTMENT ADVISORS LLC | 122,488 | 3,122,000 | 64.13% | ||
| 2 | SPIRIT OF AMERICA MANAGEMENT CORP/NY | 39,392 | 1,004,000 | 20.62% | ||
| 3 | PARAMETRIC PORTFOLIO ASSOCIATES LLC | 14,893 | 380,000 | 7.81% | ||
| 4 | WESTPORT RESOURCES MANAGEMENT INC | 12,590 | 321,000 | 6.59% | ||
| 5 | GLENMEDE TRUST CO NA | 600 | 15,000 | 0.31% | ||
| 6 | REILLY FINANCIAL ADVISORS, LLC | 500 | 13,000 | 0.27% | ||
| 7 | Carnick & Kubik, LLC | 500 | 13,000 | 0.27% | ||
| 8 | MYCIO WEALTH PARTNERS, LLC | 12 | 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.
