SPIRIT OF AMERICA MANAGEMENT CORP/NY Diversified Active

CIK: 0001041283 · Show all filings

Period: Q3 2016 (← Previous) (Next →)

Filing Date: Oct 14, 2016

Total Value ($000): $767,265 (100.0% shares, 0.0% debt)

Holdings (353)

Rice Midstream Partners LP 2.9%
Value ($000) $22,450 Shares 925,392 Est. Cost $17.22 Unrealized
MPLX MPLX LP 2.8%
Value ($000) $21,802 Shares 643,879 Est. Cost $36.42 Unrealized
EPD Enterprise Products Partners LP 2.5%
Value ($000) $19,549 Shares 707,506 Est. Cost $35.05 Unrealized
Western Gas Partners LP 2.4%
Value ($000) $18,170 Shares 330,069 Est. Cost $61.23 Unrealized
Spectra Energy Partners LP 2.3%
Value ($000) $17,816 Shares 407,764 Est. Cost $47.91 Unrealized
Magellan Midstream Partners LP 2.3%
Value ($000) $17,380 Shares 245,680 Est. Cost $75.08 Unrealized
USAC USA Compression Partners LP 2.2%
Value ($000) $16,725 Shares 890,566 Est. Cost $16.89 Unrealized
Sunoco Logistics Partners LP 2.1%
Value ($000) $16,451 Shares 579,050 Est. Cost $31.09 Unrealized
Energy Transfer Partners LP 2.1%
Value ($000) $15,795 Shares 426,911 Est. Cost $49.77 Unrealized
Cone Midstream Partners LP 2.0%
Value ($000) $15,507 Shares 856,753 Est. Cost $14.40 Unrealized
EnLink Midstream Partners LP 1.9%
Value ($000) $14,426 Shares 814,557 Est. Cost $19.78 Unrealized
Antero Midstream Partners LP 1.9%
Value ($000) $14,403 Shares 539,450 Est. Cost $23.15 Unrealized
GEL Genesis Energy LP 1.8%
Value ($000) $13,720 Shares 361,342 Est. Cost $40.70 Unrealized
Buckeye Partners LP 1.7%
Value ($000) $13,379 Shares 186,865 Est. Cost $70.38 Unrealized
Williams Partners LP 1.6%
Value ($000) $12,288 Shares 330,417 Est. Cost $36.02 Unrealized
Tallgrass Energy Partners LP 1.5%
Value ($000) $11,659 Shares 241,882 Est. Cost $44.09 Unrealized
KMI Kinder Morgan, Inc. 1.5%
Value ($000) $11,630 Shares 502,794 Est. Cost $16.42 Unrealized -20.5%
Tesoro Logistics LP 1.4%
Value ($000) $10,708 Shares 221,057 Est. Cost $51.24 Unrealized
HASI Hannon Armstrong Sustainable Infrastructure Capital, Inc. 1.4%
Value ($000) $10,528 Shares 450,489 Est. Cost $8.66 Unrealized +62.5%
Boardwalk Pipeline Partners LP 1.3%
Value ($000) $10,112 Shares 589,300 Est. Cost $17.06 Unrealized
PAA Plains All American Pipeline LP 1.3%
Value ($000) $9,956 Shares 316,949 Est. Cost $39.54 Unrealized
DCP Midstream Partners LP 1.3%
Value ($000) $9,956 Shares 281,800 Est. Cost $37.52 Unrealized
CQP Cheniere Energy Partners LP 1.3%
Value ($000) $9,910 Shares 338,661 Est. Cost $29.38 Unrealized
Parsley Energy, Inc. 1.3%
Value ($000) $9,775 Shares 291,700 Est. Cost $33.51 Unrealized
TRGP Targa Resources Corp. 1.3%
Value ($000) $9,749 Shares 198,505 Est. Cost $18.06 Unrealized +59.9%
NuStar Energy LP 1.3%
Value ($000) $9,628 Shares 194,201 Est. Cost $53.86 Unrealized
TC PipeLines LP 1.2%
Value ($000) $9,540 Shares 167,284 Est. Cost $51.27 Unrealized
Golar LNG Partners LP 1.2%
Value ($000) $9,211 Shares 469,227 Est. Cost $17.32 Unrealized
Dominion Midstream Partners LP 1.2%
Value ($000) $9,195 Shares 384,549 Est. Cost $33.68 Unrealized
Valero Energy Partners LP 1.2%
Value ($000) $9,129 Shares 208,940 Est. Cost $49.12 Unrealized
Holly Energy Partners LP 1.2%
Value ($000) $8,830 Shares 260,227 Est. Cost $34.06 Unrealized
Enable Midstream Partners LP 1.0%
Value ($000) $7,833 Shares 513,615 Est. Cost $15.15 Unrealized
Phillips 66 Partners LP 1.0%
Value ($000) $7,774 Shares 159,967 Est. Cost $66.13 Unrealized
SPG Simon Property Group, Inc. 1.0%
Value ($000) $7,670 Shares 37,050 Est. Cost $88.62 Unrealized +50.0%
EQT Midstream Partners LP 1.0%
Value ($000) $7,376 Shares 96,815 Est. Cost $78.23 Unrealized
Shell Midstream Partners LP 0.9%
Value ($000) $7,136 Shares 222,443 Est. Cost $38.59 Unrealized
Enbridge Energy Partners LP 0.9%
Value ($000) $7,032 Shares 276,510 Est. Cost $33.19 Unrealized
SUN Sunoco LP 0.8%
Value ($000) $6,454 Shares 222,479 Est. Cost $37.17 Unrealized
Federal Realty Investment Trust 0.8%
Value ($000) $5,949 Shares 38,650 Est. Cost $108.81 Unrealized
XOM Exxon Mobil Corp. 0.8%
Value ($000) $5,771 Shares 66,125 Est. Cost $55.69 Unrealized +5.1%
Hi-Crush Partners LP 0.7%
Value ($000) $5,558 Shares 362,340 Est. Cost $7.47 Unrealized
DLR Digital Realty Trust, Inc. 0.7%
Value ($000) $5,505 Shares 56,680 Est. Cost $41.25 Unrealized +77.8%
PLD Prologis, Inc. 0.7%
Value ($000) $5,393 Shares 100,725 Est. Cost $27.79 Unrealized +45.4%
Sprague Resources LP 0.7%
Value ($000) $5,161 Shares 217,863 Est. Cost $23.48 Unrealized
NGL NGL Energy Partners LP 0.6%
Value ($000) $4,977 Shares 264,168 Est. Cost $25.96 Unrealized
UGI UGI Corp. 0.6%
Value ($000) $4,866 Shares 107,550 Est. Cost $38.62 Unrealized +18.2%
Western Gas Equity Partners LP 0.6%
Value ($000) $4,783 Shares 112,573 Est. Cost $40.06 Unrealized
GLNG Golar LNG Ltd. 0.6%
Value ($000) $4,677 Shares 220,622 Est. Cost $20.86 Unrealized -20.2%
Summit Midstream Partners LP 0.6%
Value ($000) $4,347 Shares 189,508 Est. Cost $27.00 Unrealized
Teekay LNG Partners LP 0.6%
Value ($000) $4,318 Shares 285,406 Est. Cost $18.27 Unrealized
AmeriGas Partners LP 0.6%
Value ($000) $4,229 Shares 92,620 Est. Cost $44.55 Unrealized
OXY Occidental Petroleum Corp. 0.5%
Value ($000) $3,887 Shares 53,300 Est. Cost $51.79 Unrealized +10.8%
APLE Apple Hospitality REIT, Inc. 0.5%
Value ($000) $3,863 Shares 208,699 Est. Cost $18.76 Unrealized
Western Refining, Inc. 0.5%
Value ($000) $3,796 Shares 143,456 Est. Cost $23.48 Unrealized
ESS Essex Property Trust, Inc. 0.5%
Value ($000) $3,673 Shares 16,496 Est. Cost $119.23 Unrealized +39.6%
MAA Mid-America Apartment Communities, Inc. 0.5%
Value ($000) $3,611 Shares 38,422 Est. Cost $59.17 Unrealized +21.9%
T AT&T, Inc. 0.4%
Value ($000) $3,370 Shares 82,989 Est. Cost $12.65 Unrealized +28.7%
BXP Boston Properties, Inc. 0.4%
Value ($000) $3,271 Shares 24,000 Est. Cost $64.00 Unrealized +46.6%
AVB AvalonBay Communities, Inc. 0.4%
Value ($000) $3,253 Shares 18,290 Est. Cost $85.02 Unrealized +53.7%
ONEOK Partners LP 0.4%
Value ($000) $3,252 Shares 81,400 Est. Cost $39.95 Unrealized
Spectra Energy Corp. 0.4%
Value ($000) $3,035 Shares 71,000 Est. Cost $42.75 Unrealized
Apartment Investment & Management Co., Class A 0.4%
Value ($000) $2,974 Shares 64,780 Est. Cost $28.53 Unrealized
SemGroup Corp., Class A 0.4%
Value ($000) $2,969 Shares 83,959 Est. Cost $35.36 Unrealized
CoreSite Realty Corp. 0.4%
Value ($000) $2,962 Shares 40,000 Est. Cost $47.97 Unrealized
Hudson Pacific Properties, Inc. 0.4%
Value ($000) $2,902 Shares 88,300 Est. Cost $24.73 Unrealized
PSX Phillips 66 0.4%
Value ($000) $2,867 Shares 35,587 Est. Cost $56.03 Unrealized -2.9%
Life Storage, Inc. 0.4%
Value ($000) $2,819 Shares 31,700 Est. Cost $88.93 Unrealized
VLO Valero Energy Corp. 0.4%
Value ($000) $2,795 Shares 52,750 Est. Cost $40.94 Unrealized -10.3%
AAPL Apple, Inc. 0.3%
Value ($000) $2,623 Shares 23,200 Est. Cost $18.66 Unrealized +29.9%
City Office REIT, Inc. 0.3%
Value ($000) $2,619 Shares 205,728 Est. Cost $12.51 Unrealized
WPC WP Carey, Inc. 0.3%
Value ($000) $2,602 Shares 40,320 Est. Cost $63.84 Unrealized
QTS Realty Trust, Inc., Class A 0.3%
Value ($000) $2,484 Shares 47,000 Est. Cost $36.41 Unrealized
VTR Ventas, Inc. 0.3%
Value ($000) $2,465 Shares 34,900 Est. Cost $46.24 Unrealized +4.5%
BXMT Blackstone Mortgage Trust, Inc. 0.3%
Value ($000) $2,398 Shares 81,427 Est. Cost $27.80 Unrealized
EQR Equity Residential 0.3%
Value ($000) $2,368 Shares 36,815 Est. Cost $31.42 Unrealized +44.9%
SL Green Realty Corp. 0.3%
Value ($000) $2,330 Shares 21,550 Est. Cost $94.83 Unrealized
KRC Kilroy Realty Corp. 0.3%
Value ($000) $2,245 Shares 32,365 Est. Cost $57.33 Unrealized
UDR UDR, Inc. 0.3%
Value ($000) $2,242 Shares 62,306 Est. Cost $20.69 Unrealized +26.1%
PEB Pebblebrook Hotel Trust 0.3%
Value ($000) $2,212 Shares 83,150 Est. Cost $35.95 Unrealized
DRH DiamondRock Hospitality Co. 0.3%
Value ($000) $2,212 Shares 243,100 Est. Cost $10.86 Unrealized
Education Realty Trust, Inc. 0.3%
Value ($000) $2,126 Shares 49,275 Est. Cost $42.77 Unrealized
CPT Camden Property Trust 0.3%
Value ($000) $2,094 Shares 25,000 Est. Cost $42.93 Unrealized +41.4%
MO Altria Group, Inc. 0.3%
Value ($000) $2,042 Shares 32,290 Est. Cost $18.83 Unrealized +84.5%
ENB Enbridge, Inc. 0.3%
Value ($000) $2,014 Shares 45,529 Est. Cost $23.16 Unrealized +4.0%
HD Home Depot, Inc./The 0.3%
Value ($000) $1,988 Shares 15,450 Est. Cost $62.16 Unrealized +71.1%
EXR Extra Space Storage, Inc. 0.3%
Value ($000) $1,985 Shares 25,000 Est. Cost $28.23 Unrealized +109.7%
MSFT Microsoft Corp. 0.3%
Value ($000) $1,984 Shares 34,450 Est. Cost $31.41 Unrealized +60.1%
STWD Starwood Property Trust, Inc. 0.3%
Value ($000) $1,931 Shares 85,740 Est. Cost $20.67 Unrealized
DIS Walt Disney Co./The 0.2%
Value ($000) $1,857 Shares 20,000 Est. Cost $69.69 Unrealized +27.5%
Hersha Hospitality Trust 0.2%
Value ($000) $1,763 Shares 97,850 Est. Cost $21.10 Unrealized
EQT GP Holdings LP 0.2%
Value ($000) $1,684 Shares 67,189 Est. Cost $27.48 Unrealized
VZ Verizon Communications, Inc. 0.2%
Value ($000) $1,684 Shares 32,390 Est. Cost $28.16 Unrealized +16.8%
KIM Kimco Realty Corp. 0.2%
Value ($000) $1,630 Shares 56,319 Est. Cost $12.61 Unrealized +51.2%
Tallgrass Energy GP LP 0.2%
Value ($000) $1,608 Shares 66,878 Est. Cost $24.04 Unrealized
Calumet Specialty Products Partners LP 0.2%
Value ($000) $1,607 Shares 356,209 Est. Cost $25.14 Unrealized
PM Philip Morris International, Inc. 0.2%
Value ($000) $1,578 Shares 16,230 Est. Cost $47.80 Unrealized +30.3%
V Visa, Inc. 0.2%
Value ($000) $1,555 Shares 18,800 Est. Cost $60.97 Unrealized +23.0%
REG Regency Centers Corp. 0.2%
Value ($000) $1,550 Shares 20,000 Est. Cost $33.45 Unrealized +67.3%
UNH UnitedHealth Group, Inc. 0.2%
Value ($000) $1,540 Shares 11,000 Est. Cost $62.13 Unrealized +94.0%
American Campus Communities, Inc. 0.2%
Value ($000) $1,524 Shares 29,950 Est. Cost $49.40 Unrealized
WELL Welltower, Inc. 0.2%
Value ($000) $1,518 Shares 20,300 Est. Cost $44.74 Unrealized +20.7%
SUI Sun Communities, Inc. 0.2%
Value ($000) $1,428 Shares 18,200 Est. Cost $49.76 Unrealized
Digital Realty Trust, Inc., Series I, 6.35% 0.2%
Value ($000) $1,388 Shares 52,000 Est. Cost $25.06 Unrealized
Gramercy Property Trust 0.2%
Value ($000) $1,381 Shares 143,314 Est. Cost $8.95 Unrealized
Blueknight Energy Partners LP 0.2%
Value ($000) $1,358 Shares 222,955 Est. Cost $7.86 Unrealized
FelCor Lodging Trust, Inc. 0.2%
Value ($000) $1,329 Shares 206,726 Est. Cost $6.53 Unrealized
Wells Fargo & Co., Series W, 5.70% 0.2%
Value ($000) $1,244 Shares 48,000 Est. Cost $25.92 Unrealized
Spirit Realty Capital, Inc. 0.2%
Value ($000) $1,243 Shares 93,200 Est. Cost $12.98 Unrealized
CyrusOne, Inc. 0.2%
Value ($000) $1,189 Shares 25,000 Est. Cost $26.64 Unrealized
Midcoast Energy Partners LP 0.2%
Value ($000) $1,185 Shares 141,241 Est. Cost $16.48 Unrealized
GLP Global Partners LP 0.2%
Value ($000) $1,167 Shares 72,312 Est. Cost $32.72 Unrealized
TXN Texas Instruments, Inc. 0.2%
Value ($000) $1,160 Shares 16,525 Est. Cost $33.27 Unrealized +58.3%
Public Storage, Series B, 5.40% 0.1%
Value ($000) $1,141 Shares 43,200 Est. Cost $25.56 Unrealized
Entergy Mississippi, Inc., 4.90%, 10/1/66 0.1%
Value ($000) $1,125 Shares 45,000 Est. Cost $25.00 Unrealized
Archrock Partners LP 0.1%
Value ($000) $1,112 Shares 75,572 Est. Cost $12.31 Unrealized
General Electric Co. 0.1%
Value ($000) $1,069 Shares 36,081 Est. Cost $26.21 Unrealized
ELS Equity LifeStyle Properties, Inc. 0.1%
Value ($000) $1,046 Shares 13,550 Est. Cost $40.66 Unrealized
JNJ Johnson & Johnson 0.1%
Value ($000) $1,041 Shares 8,810 Est. Cost $67.61 Unrealized +38.4%
Marathon Oil Corp. 0.1%
Value ($000) $1,040 Shares 65,750 Est. Cost $14.49 Unrealized
PS Business Parks, Inc., Series T, 6.00% 0.1%
Value ($000) $1,035 Shares 40,522 Est. Cost $22.49 Unrealized
Chesapeake Lodging Trust 0.1%
Value ($000) $1,033 Shares 45,100 Est. Cost $30.14 Unrealized
Blackstone Group LP/The 0.1%
Value ($000) $1,032 Shares 40,405 Est. Cost $35.44 Unrealized
Kimco Realty Corp., Series J, 5.50% 0.1%
Value ($000) $1,025 Shares 39,809 Est. Cost $20.85 Unrealized
TransCanada Corp. 0.1%
Value ($000) $1,013 Shares 21,300 Est. Cost $47.56 Unrealized
VNO Vornado Realty Trust 0.1%
Value ($000) $1,012 Shares 10,000 Est. Cost $82.87 Unrealized
KMB Kimberly-Clark Corp. 0.1%
Value ($000) $1,009 Shares 8,000 Est. Cost $82.79 Unrealized +12.9%
MPC Marathon Petroleum Corp. 0.1%
Value ($000) $1,005 Shares 24,750 Est. Cost $34.37 Unrealized -11.8%
JPM JPMorgan Chase & Co. 0.1%
Value ($000) $997 Shares 14,977 Est. Cost $42.08 Unrealized +20.8%
INTC Intel Corp. 0.1%
Value ($000) $997 Shares 26,400 Est. Cost $18.67 Unrealized +53.3%
MMM 3M Co. 0.1%
Value ($000) $996 Shares 5,650 Est. Cost $76.26 Unrealized +43.2%
PEP PepsiCo, Inc. 0.1%
Value ($000) $995 Shares 9,150 Est. Cost $56.86 Unrealized +42.6%
ORCL Oracle Corp. 0.1%
Value ($000) $974 Shares 24,800 Est. Cost $31.98 Unrealized +10.8%
HCP, Inc. 0.1%
Value ($000) $972 Shares 25,618 Est. Cost $43.76 Unrealized
General Growth Properties, Inc. 0.1%
Value ($000) $963 Shares 34,900 Est. Cost $20.07 Unrealized
CMCSA Comcast Corp., Class A 0.1%
Value ($000) $929 Shares 14,000 Est. Cost $20.50 Unrealized +29.8%
Regency Centers Corp., Series 6, 6.63% 0.1%
Value ($000) $927 Shares 36,221 Est. Cost $24.10 Unrealized
MCD McDonald's Corp. 0.1%
Value ($000) $886 Shares 7,680 Est. Cost $78.65 Unrealized +20.2%
MDT Medtronic PLC 0.1%
Value ($000) $884 Shares 10,229 Est. Cost $58.10 Unrealized +18.4%
Ashford Hospitality Trust, Inc. 0.1%
Value ($000) $875 Shares 148,625 Est. Cost $6.32 Unrealized
Kimco Realty Corp., Series I, 6.00% 0.1%
Value ($000) $841 Shares 32,490 Est. Cost $22.70 Unrealized
EOG EOG Resources, Inc. 0.1%
Value ($000) $841 Shares 8,700 Est. Cost $69.26 Unrealized -5.9%
CSCO Cisco Systems, Inc. 0.1%
Value ($000) $841 Shares 26,500 Est. Cost $16.57 Unrealized +39.2%
MCK McKesson Corp. 0.1%
Value ($000) $834 Shares 5,000 Est. Cost $160.13 Unrealized +8.1%
MRK Merck & Co., Inc. 0.1%
Value ($000) $818 Shares 13,100 Est. Cost $35.76 Unrealized +22.3%
Arch Capital Group Ltd., Series E, 5.25% 0.1%
Value ($000) $800 Shares 32,000 Est. Cost $25.00 Unrealized
CVX Chevron Corp. 0.1%
Value ($000) $782 Shares 7,600 Est. Cost $66.03 Unrealized +3.7%
KKR Financial Holdings LLC, 8.38% 0.1%
Value ($000) $766 Shares 30,000 Est. Cost $27.70 Unrealized
Dominion Resources, Inc., Series A, 5.25% 0.1%
Value ($000) $764 Shares 30,000 Est. Cost $25.47 Unrealized
Allergan PLC 0.1%
Value ($000) $760 Shares 3,300 Est. Cost $303.38 Unrealized
Southern Co., 5.25% 0.1%
Value ($000) $759 Shares 30,000 Est. Cost $25.30 Unrealized
BMY Bristol-Myers Squibb Co. 0.1%
Value ($000) $755 Shares 14,000 Est. Cost $44.47 Unrealized +3.8%
Welltower, Inc., Series J, 6.50% 0.1%
Value ($000) $751 Shares 28,880 Est. Cost $25.83 Unrealized
Entergy Arkansas, Inc., 4.88% 0.1%
Value ($000) $748 Shares 30,000 Est. Cost $24.93 Unrealized
SCE Trust I, 5.63% 0.1%
Value ($000) $745 Shares 29,125 Est. Cost $23.66 Unrealized
E.I. du Pont de Nemours & Co. 0.1%
Value ($000) $737 Shares 11,000 Est. Cost $67.11 Unrealized
Regency Centers Corp., Series 7, 6.00% 0.1%
Value ($000) $728 Shares 28,225 Est. Cost $21.84 Unrealized
HON Honeywell International, Inc. 0.1%
Value ($000) $723 Shares 6,200 Est. Cost $67.38 Unrealized +27.7%
MA MasterCard, Inc., Class A 0.1%
Value ($000) $702 Shares 6,900 Est. Cost $85.55 Unrealized +6.2%
DCT Industrial Trust, Inc. 0.1%
Value ($000) $690 Shares 14,214 Est. Cost $31.45 Unrealized
IRT Independence Realty Trust, Inc. 0.1%
Value ($000) $689 Shares 76,579 Est. Cost $9.54 Unrealized
BA Boeing Co./The 0.1%
Value ($000) $685 Shares 5,200 Est. Cost $112.58 Unrealized +7.3%
Digital Realty Trust, Inc., Series H, 7.38% 0.1%
Value ($000) $683 Shares 24,848 Est. Cost $26.01 Unrealized
JPMorgan Chase & Co., Series W, 6.30% 0.1%
Value ($000) $681 Shares 24,500 Est. Cost $25.11 Unrealized
Torchmark Corp., 6.13% 0.1%
Value ($000) $680 Shares 25,000 Est. Cost $25.12 Unrealized
Senior Housing Properties Trust, 5.63% 0.1%
Value ($000) $677 Shares 26,660 Est. Cost $21.85 Unrealized
National Retail Properties, Inc., Series E, 5.70% 0.1%
Value ($000) $676 Shares 26,364 Est. Cost $26.02 Unrealized
Taubman Centers, Inc., Series J, 6.50% 0.1%
Value ($000) $675 Shares 25,852 Est. Cost $24.15 Unrealized
Lexington Realty Trust 0.1%
Value ($000) $673 Shares 65,336 Est. Cost $10.77 Unrealized
KO Coca-Cola Co./The 0.1%
Value ($000) $664 Shares 15,700 Est. Cost $30.85 Unrealized +5.5%
BAC Bank of America Corp. 0.1%
Value ($000) $662 Shares 42,300 Est. Cost $12.19 Unrealized -1.0%
ED Consolidated Edison, Inc. 0.1%
Value ($000) $654 Shares 8,690 Est. Cost $42.68 Unrealized +29.9%
AROC Archrock, Inc. 0.1%
Value ($000) $654 Shares 50,000 Est. Cost $8.04 Unrealized -20.0%
NorthStar Asset Management Group, Inc. 0.1%
Value ($000) $647 Shares 50,000 Est. Cost $19.69 Unrealized
NextEra Energy Capital Holdings, Inc., Series K, 5.25% 0.1%
Value ($000) $642 Shares 25,000 Est. Cost $25.68 Unrealized
AXP American Express Co. 0.1%
Value ($000) $640 Shares 10,000 Est. Cost $76.40 Unrealized -26.3%
GILD Gilead Sciences, Inc. 0.1%
Value ($000) $633 Shares 8,000 Est. Cost $56.22 Unrealized +2.8%
Kimco Realty Corp., Series K, 5.63% 0.1%
Value ($000) $631 Shares 24,367 Est. Cost $21.40 Unrealized
WFC Wells Fargo & Co. 0.1%
Value ($000) $614 Shares 13,856 Est. Cost $33.73 Unrealized +9.2%
ROST Ross Stores, Inc. 0.1%
Value ($000) $611 Shares 9,500 Est. Cost $46.98 Unrealized +19.3%
QCOM QUALCOMM, Inc. 0.1%
Value ($000) $603 Shares 8,800 Est. Cost $54.68 Unrealized -14.2%
HIG Hartford Financial Services Group, Inc./The 0.1%
Value ($000) $599 Shares 14,000 Est. Cost $27.12 Unrealized +25.9%
NEE NextEra Energy, Inc. 0.1%
Value ($000) $599 Shares 4,900 Est. Cost $18.14 Unrealized +36.9%
AMAT Applied Materials, Inc. 0.1%
Value ($000) $597 Shares 19,800 Est. Cost $19.34 Unrealized +29.9%
KKR Financial Holdings LLC, Series A, 7.38% 0.1%
Value ($000) $594 Shares 22,200 Est. Cost $26.73 Unrealized
MMLP Martin Midstream Partners LP 0.1%
Value ($000) $594 Shares 29,619 Est. Cost $36.30 Unrealized
Zions Bancorp, 6.95% 0.1%
Value ($000) $594 Shares 20,000 Est. Cost $26.50 Unrealized
WEC WEC Energy Group, Inc. 0.1%
Value ($000) $587 Shares 9,800 Est. Cost $33.96 Unrealized +35.9%
Kilroy Realty Corp., Series G, 6.88% 0.1%
Value ($000) $585 Shares 22,759 Est. Cost $25.73 Unrealized
C Citigroup, Inc. 0.1%
Value ($000) $581 Shares 12,300 Est. Cost $37.07 Unrealized -7.9%
DLNG Dynagas LNG Partners LP 0.1%
Value ($000) $581 Shares 37,500 Est. Cost $9.71 Unrealized
PFE Pfizer, Inc. 0.1%
Value ($000) $572 Shares 16,900 Est. Cost $18.20 Unrealized +22.3%
American Midstream Partners LP 0.1%
Value ($000) $572 Shares 38,694 Est. Cost $22.56 Unrealized
Public Storage, Series D, 4.95% 0.1%
Value ($000) $568 Shares 22,000 Est. Cost $25.82 Unrealized
CUBE CubeSmart 0.1%
Value ($000) $545 Shares 20,000 Est. Cost $15.97 Unrealized
AMGN Amgen, Inc. 0.1%
Value ($000) $542 Shares 3,250 Est. Cost $104.05 Unrealized +22.7%
Stanley Black & Decker, Inc., 5.75% 0.1%
Value ($000) $533 Shares 20,687 Est. Cost $23.98 Unrealized
HUM Humana, Inc. 0.1%
Value ($000) $531 Shares 3,000 Est. Cost $170.85 Unrealized -6.0%
Symantec Corp. 0.1%
Value ($000) $530 Shares 21,100 Est. Cost $19.95 Unrealized
DDR Corp., Series J, 6.50% 0.1%
Value ($000) $529 Shares 20,684 Est. Cost $25.03 Unrealized
GS Goldman Sachs Group, Inc./The 0.1%
Value ($000) $527 Shares 3,265 Est. Cost $133.70 Unrealized +0.1%
Equity Commonwealth, 5.75% 0.1%
Value ($000) $516 Shares 20,000 Est. Cost $23.10 Unrealized
First Republic Bank, Series F, 5.70% 0.1%
Value ($000) $515 Shares 19,000 Est. Cost $23.12 Unrealized
SPH Suburban Propane Partners LP 0.1%
Value ($000) $512 Shares 15,366 Est. Cost $44.32 Unrealized
AEP American Electric Power Co., Inc. 0.1%
Value ($000) $508 Shares 7,920 Est. Cost $38.86 Unrealized +24.3%
SLB Schlumberger Ltd. 0.1%
Value ($000) $501 Shares 6,375 Est. Cost $65.48 Unrealized -7.4%
Duke Energy Corp., 5.13% 0.1%
Value ($000) $500 Shares 19,030 Est. Cost $24.31 Unrealized
ABBV AbbVie, Inc. 0.1%
Value ($000) $486 Shares 7,700 Est. Cost $38.42 Unrealized +14.3%
CAT Caterpillar, Inc. 0.1%
Value ($000) $484 Shares 5,450 Est. Cost $68.03 Unrealized -3.0%
CTSH Cognizant Technology Solutions Corp., Class A 0.1%
Value ($000) $482 Shares 10,100 Est. Cost $49.12 Unrealized +2.7%
NextEra Energy Capital Holdings, Inc., Series H, 5.63% 0.1%
Value ($000) $479 Shares 18,775 Est. Cost $24.25 Unrealized
Aegon NV, 8.00% 0.1%
Value ($000) $477 Shares 17,900 Est. Cost $29.07 Unrealized
Pitney Bowes, Inc., 6.70% 0.1%
Value ($000) $472 Shares 17,700 Est. Cost $26.17 Unrealized
Ashford Hospitality Prime, Inc. 0.1%
Value ($000) $467 Shares 33,100 Est. Cost $14.17 Unrealized
ADBE Adobe Systems, Inc. 0.1%
Value ($000) $456 Shares 4,200 Est. Cost $64.14 Unrealized +56.5%
IBM International Business Machines Corp. 0.1%
Value ($000) $454 Shares 2,858 Est. Cost $109.22 Unrealized -6.8%
Ferrellgas Partners LP 0.1%
Value ($000) $449 Shares 38,594 Est. Cost $24.18 Unrealized
Dow Chemical Co./The 0.1%
Value ($000) $448 Shares 8,650 Est. Cost $48.55 Unrealized
CBS Corp., Class B 0.1%
Value ($000) $443 Shares 8,100 Est. Cost $59.33 Unrealized
Aetna, Inc. 0.1%
Value ($000) $439 Shares 3,800 Est. Cost $83.31 Unrealized
AAT American Assets Trust, Inc. 0.1%
Value ($000) $434 Shares 10,000 Est. Cost $40.90 Unrealized
Hancock Holding Co., 5.95% 0.1%
Value ($000) $431 Shares 16,400 Est. Cost $24.17 Unrealized
BGC Partners, Inc., 8.13% 0.1%
Value ($000) $430 Shares 16,550 Est. Cost $26.36 Unrealized
TMO Thermo Fisher Scientific, Inc. 0.1%
Value ($000) $429 Shares 2,700 Est. Cost $114.47 Unrealized +31.1%
Taubman Centers, Inc., Series K, 6.25% 0.1%
Value ($000) $425 Shares 16,257 Est. Cost $22.95 Unrealized
PAYX Paychex, Inc. 0.1%
Value ($000) $417 Shares 7,200 Est. Cost $33.96 Unrealized +33.5%
USB U.S. Bancorp 0.1%
Value ($000) $416 Shares 9,700 Est. Cost $27.34 Unrealized +9.6%
DuPont Fabros Technology, Inc. 0.1%
Value ($000) $413 Shares 10,000 Est. Cost $24.15 Unrealized
CSX CSX Corp. 0.1%
Value ($000) $412 Shares 13,500 Est. Cost $7.83 Unrealized +5.8%
STAG STAG Industrial, Inc. 0.1%
Value ($000) $404 Shares 16,500 Est. Cost $24.15 Unrealized
TRV Travelers Cos., Inc./The 0.1%
Value ($000) $401 Shares 3,500 Est. Cost $64.62 Unrealized +47.4%
Wells Fargo & Co., 5.20% 0.1%
Value ($000) $400 Shares 15,850 Est. Cost $21.27 Unrealized
Aviva PLC, 8.25% 0.0%
Value ($000) $383 Shares 14,990 Est. Cost $27.65 Unrealized
DGX Quest Diagnostics, Inc. 0.0%
Value ($000) $381 Shares 4,500 Est. Cost $61.16 Unrealized +14.2%
American Financial Group, Inc., 6.00% 0.0%
Value ($000) $380 Shares 14,000 Est. Cost $25.64 Unrealized
eBay, Inc., 6.00% 0.0%
Value ($000) $380 Shares 14,000 Est. Cost $25.21 Unrealized
Qwest Corp., 6.88% 0.0%
Value ($000) $379 Shares 14,000 Est. Cost $24.69 Unrealized
MET MetLife, Inc. 0.0%
Value ($000) $372 Shares 8,375 Est. Cost $31.28 Unrealized -12.4%
National Retail Properties, Inc., Series D, 6.63% 0.0%
Value ($000) $371 Shares 14,440 Est. Cost $24.25 Unrealized
ACN Accenture PLC, Class A 0.0%
Value ($000) $367 Shares 3,000 Est. Cost $80.68 Unrealized +21.7%
PRU Prudential Financial, Inc. 0.0%
Value ($000) $367 Shares 4,500 Est. Cost $52.24 Unrealized -3.8%
Citigroup, Inc., Series K, 6.88% 0.0%
Value ($000) $346 Shares 12,000 Est. Cost $26.06 Unrealized
PS Business Parks, Inc., Series S, 6.45% 0.0%
Value ($000) $345 Shares 13,537 Est. Cost $24.07 Unrealized
Healthcare Trust of America, Inc. 0.0%
Value ($000) $343 Shares 10,500 Est. Cost $32.67 Unrealized
TGT Target Corp. 0.0%
Value ($000) $343 Shares 5,000 Est. Cost $54.34 Unrealized 0.0%
JCI Johnson Controls International PLC 0.0%
Value ($000) $342 Shares 7,353 Est. Cost $33.21 Unrealized 0.0%
JPMorgan Chase & Co., Series T, 6.70% 0.0%
Value ($000) $340 Shares 12,000 Est. Cost $25.57 Unrealized
Capital One Financial Corp., Series D, 6.70% 0.0%
Value ($000) $337 Shares 12,000 Est. Cost $25.92 Unrealized
PG Procter & Gamble Co./The 0.0%
Value ($000) $332 Shares 3,700 Est. Cost $56.51 Unrealized +19.5%
CAG ConAgra Foods, Inc. 0.0%
Value ($000) $325 Shares 6,900 Est. Cost $23.54 Unrealized +9.0%
KKR & Co. LP, Series B, 6.50% 0.0%
Value ($000) $320 Shares 12,000 Est. Cost $25.67 Unrealized
HAL Halliburton Co. 0.0%
Value ($000) $319 Shares 7,100 Est. Cost $42.79 Unrealized -15.0%
Public Storage, Series S, 5.90% 0.0%
Value ($000) $318 Shares 12,487 Est. Cost $23.68 Unrealized
CME CME Group, Inc. 0.0%
Value ($000) $314 Shares 3,000 Est. Cost $68.66 Unrealized +6.6%
Public Storage, Series C, 5.13% 0.0%
Value ($000) $313 Shares 12,000 Est. Cost $25.92 Unrealized
Vornado Realty Trust, Series L, 5.40% 0.0%
Value ($000) $313 Shares 12,298 Est. Cost $20.94 Unrealized
GLW Corning, Inc. 0.0%
Value ($000) $312 Shares 13,200 Est. Cost $14.64 Unrealized +18.6%
DTE Energy Co., Series B, 5.38% 0.0%
Value ($000) $310 Shares 12,000 Est. Cost $26.00 Unrealized
O Realty Income Corp. 0.0%
Value ($000) $310 Shares 4,630 Est. Cost $38.59 Unrealized +9.8%
Entergy Louisiana LLC, Series *, 4.88% 0.0%
Value ($000) $299 Shares 12,000 Est. Cost $24.92 Unrealized
Digital Realty Trust, Inc., Series F, 6.63% 0.0%
Value ($000) $298 Shares 11,552 Est. Cost $22.87 Unrealized
Protective Life Corp., 6.25% 0.0%
Value ($000) $292 Shares 11,300 Est. Cost $24.17 Unrealized
HPQ HP, Inc. 0.0%
Value ($000) $287 Shares 18,500 Est. Cost $9.67 Unrealized +8.3%
BGC Partners, Inc. 0.0%
Value ($000) $286 Shares 32,644 Est. Cost $8.19 Unrealized
United States Cellular Corp., 7.25% 0.0%
Value ($000) $280 Shares 10,500 Est. Cost $24.96 Unrealized
Alexandria Real Estate Equities, Inc., Series E, 6.45% 0.0%
Value ($000) $276 Shares 10,800 Est. Cost $25.19 Unrealized
SOHO Sotherly Hotels, Inc. 0.0%
Value ($000) $274 Shares 52,000 Est. Cost $7.08 Unrealized
JPMorgan Chase & Co., Series AA, 6.10% 0.0%
Value ($000) $271 Shares 10,000 Est. Cost $24.70 Unrealized
Citigroup, Inc., Series S, 6.30% 0.0%
Value ($000) $268 Shares 10,000 Est. Cost $26.00 Unrealized
KHC Kraft Heinz Co./The 0.0%
Value ($000) $268 Shares 2,999 Est. Cost $47.82 Unrealized +21.4%
DUK Duke Energy Corp. 0.0%
Value ($000) $267 Shares 3,335 Est. Cost $50.48 Unrealized +11.7%
Ventas Capital Corp., 5.45% 0.0%
Value ($000) $267 Shares 10,000 Est. Cost $23.10 Unrealized
Callon Petroleum Co., Series A, 10.00% 0.0%
Value ($000) $263 Shares 5,000 Est. Cost $51.00 Unrealized
LaSalle Hotel Properties, Series H, 7.50% 0.0%
Value ($000) $262 Shares 10,339 Est. Cost $25.93 Unrealized
Urstadt Biddle Properties, Inc., Series F, 7.13% 0.0%
Value ($000) $262 Shares 10,000 Est. Cost $26.00 Unrealized
WMT Wal-Mart Stores, Inc. 0.0%
Value ($000) $261 Shares 3,624 Est. Cost $19.90 Unrealized +3.5%
KKR Financial Holdings LLC, 7.50% 0.0%
Value ($000) $257 Shares 10,000 Est. Cost $27.00 Unrealized
Aegon NV, 6.38% 0.0%
Value ($000) $254 Shares 10,000 Est. Cost $25.60 Unrealized
HPE Hewlett Packard Enterprise Co. 0.0%
Value ($000) $250 Shares 11,000 Est. Cost $6.50 Unrealized +45.2%
Walgreens Boots Alliance, Inc. 0.0%
Value ($000) $242 Shares 3,000 Est. Cost $79.77 Unrealized
COP ConocoPhillips 0.0%
Value ($000) $241 Shares 5,550 Est. Cost $45.41 Unrealized -31.4%
TJX TJX Cos., Inc./The 0.0%
Value ($000) $239 Shares 3,200 Est. Cost $34.29 Unrealized 0.0%
Aflac, Inc., 5.50% 0.0%
Value ($000) $234 Shares 8,850 Est. Cost $24.57 Unrealized
Bank of New York Mellon Corp./The, 5.20% 0.0%
Value ($000) $225 Shares 8,700 Est. Cost $23.43 Unrealized
U.S. Bancorp, Series F, 6.50% 0.0%
Value ($000) $220 Shares 7,300 Est. Cost $28.40 Unrealized
SL Green Realty Corp., Series I, 6.50% 0.0%
Value ($000) $214 Shares 8,100 Est. Cost $23.73 Unrealized
State Street Corp., Series C, 5.25% 0.0%
Value ($000) $205 Shares 8,050 Est. Cost $22.47 Unrealized
GEO GEO Group, Inc./The 0.0%
Value ($000) $196 Shares 8,200 Est. Cost $12.12 Unrealized 0.0%
Public Storage, Series A, 5.88% 0.0%
Value ($000) $191 Shares 7,076 Est. Cost $24.87 Unrealized
United Technologies Corp. 0.0%
Value ($000) $183 Shares 1,800 Est. Cost $116.74 Unrealized
Reynolds American, Inc. 0.0%
Value ($000) $182 Shares 3,852 Est. Cost $51.96 Unrealized
Ladenburg Thalmann Financial Services, Inc., Series A, 8.00% 0.0%
Value ($000) $175 Shares 7,000 Est. Cost $22.57 Unrealized
MAS Masco Corp. 0.0%
Value ($000) $172 Shares 5,000 Est. Cost $16.53 Unrealized +81.8%
NextEra Energy Capital Holdings, Inc., 5.00% 0.0%
Value ($000) $171 Shares 6,700 Est. Cost $20.58 Unrealized
Healthcare Realty Trust, Inc. 0.0%
Value ($000) $170 Shares 5,000 Est. Cost $35.00 Unrealized
Realty Income Corp., Series F, 6.63% 0.0%
Value ($000) $169 Shares 6,500 Est. Cost $25.51 Unrealized
PS Business Parks, Inc., Series V, 5.70% 0.0%
Value ($000) $167 Shares 6,498 Est. Cost $21.38 Unrealized
Public Storage, Series Z, 6.00% 0.0%
Value ($000) $165 Shares 6,000 Est. Cost $26.83 Unrealized
Northern Trust Corp., Series C, 5.85% 0.0%
Value ($000) $163 Shares 6,000 Est. Cost $25.17 Unrealized
Equity Commonwealth, Series D, 6.50% 0.0%
Value ($000) $163 Shares 6,000 Est. Cost $23.83 Unrealized
Tesoro Corp. 0.0%
Value ($000) $159 Shares 2,000 Est. Cost $50.50 Unrealized
Sotherly Hotels, Inc., Series B, 8.00% 0.0%
Value ($000) $158 Shares 6,000 Est. Cost $26.33 Unrealized
TRNO Terreno Realty Corp. 0.0%
Value ($000) $156 Shares 5,675 Est. Cost $27.49 Unrealized
Ashford Hospitality Trust, Inc., Series F, 7.38% 0.0%
Value ($000) $156 Shares 6,000 Est. Cost $26.00 Unrealized
AGNC Investment Corp., 7.75% 0.0%
Value ($000) $154 Shares 6,000 Est. Cost $25.67 Unrealized
Public Storage, Series W, 5.20% 0.0%
Value ($000) $154 Shares 6,000 Est. Cost $25.50 Unrealized
Corrections Corp. of America 0.0%
Value ($000) $142 Shares 10,300 Est. Cost $13.79 Unrealized
DVN Devon Energy Corp. 0.0%
Value ($000) $132 Shares 3,000 Est. Cost $28.58 Unrealized 0.0%
Qwest Corp., 7.00% 0.0%
Value ($000) $131 Shares 5,000 Est. Cost $25.20 Unrealized
Memorial Production Partners LP 0.0%
Value ($000) $130 Shares 72,893 Est. Cost $17.47 Unrealized
Apache Corp. 0.0%
Value ($000) $128 Shares 2,000 Est. Cost $64.00 Unrealized
SCE Trust II, 5.10% 0.0%
Value ($000) $127 Shares 5,000 Est. Cost $22.03 Unrealized
Hersha Hospitality Trust, Series D, 6.50% 0.0%
Value ($000) $127 Shares 5,000 Est. Cost $25.40 Unrealized
EW Edwards LifeSciences Corp. 0.0%
Value ($000) $121 Shares 1,000 Est. Cost $37.66 Unrealized 0.0%
CBL & Associates Properties, Inc., Series D, 7.38% 0.0%
Value ($000) $120 Shares 4,800 Est. Cost $25.21 Unrealized
JPMorgan Chase & Co., Series P, 5.45% 0.0%
Value ($000) $120 Shares 4,480 Est. Cost $21.69 Unrealized
PRGO Perrigo Co. PLC 0.0%
Value ($000) $120 Shares 1,300 Est. Cost $92.15 Unrealized 0.0%
STORE Capital Corp. 0.0%
Value ($000) $111 Shares 3,780 Est. Cost $29.37 Unrealized
JPMorgan Chase & Co., Series BB, 6.15% 0.0%
Value ($000) $109 Shares 4,000 Est. Cost $25.00 Unrealized
PNC Financial Services Group, Inc./The, Series Q, 5.38% 0.0%
Value ($000) $108 Shares 4,250 Est. Cost $21.54 Unrealized
JPMorgan Chase & Co., Series Y, 6.13% 0.0%
Value ($000) $108 Shares 4,000 Est. Cost $25.50 Unrealized
Mylan NV 0.0%
Value ($000) $107 Shares 2,800 Est. Cost $60.62 Unrealized
NTAP NetApp, Inc. 0.0%
Value ($000) $107 Shares 3,000 Est. Cost $30.16 Unrealized -20.4%
Invesco Mortgage Capital, Inc. 0.0%
Value ($000) $107 Shares 7,000 Est. Cost $13.71 Unrealized
Urstadt Biddle Properties, Inc., Series G, 6.75% 0.0%
Value ($000) $105 Shares 4,000 Est. Cost $25.75 Unrealized
Monmouth Real Estate Investment Corp., Series C, 6.13% 0.0%
Value ($000) $104 Shares 4,000 Est. Cost $26.00 Unrealized
Seagate Technology PLC 0.0%
Value ($000) $104 Shares 2,700 Est. Cost $38.52 Unrealized
Telephone & Data Systems, Inc., 7.00% 0.0%
Value ($000) $103 Shares 4,000 Est. Cost $25.50 Unrealized
Prospect Capital Corp., 6.25% 0.0%
Value ($000) $103 Shares 4,000 Est. Cost $23.50 Unrealized
Global Medical REIT, Inc. 0.0%
Value ($000) $98 Shares 10,000 Est. Cost $10.10 Unrealized
Dell Technologies, Inc. 0.0%
Value ($000) $96 Shares 2,006 Est. Cost $47.86 Unrealized
Citigroup, Inc., Series L, 6.88% 0.0%
Value ($000) $83 Shares 3,000 Est. Cost $25.00 Unrealized
Gramercy Property Trust, Series A, 7.13% 0.0%
Value ($000) $81 Shares 3,000 Est. Cost $24.67 Unrealized
AdCare Health Systems, Inc., Series A, 10.88% 0.0%
Value ($000) $76 Shares 3,500 Est. Cost $25.14 Unrealized
Qwest Corp., 7.00% 0.0%
Value ($000) $69 Shares 2,500 Est. Cost $25.60 Unrealized
United States Cellular Corp., 7.25% 0.0%
Value ($000) $68 Shares 2,500 Est. Cost $25.20 Unrealized
AmTrust Financial Services, Inc., 7.50% 0.0%
Value ($000) $68 Shares 2,500 Est. Cost $25.20 Unrealized
CBL & Associates Properties, Inc., Series E, 6.63% 0.0%
Value ($000) $67 Shares 2,640 Est. Cost $24.64 Unrealized
Bank of America Corp., Series EE, 6.00% 0.0%
Value ($000) $66 Shares 2,500 Est. Cost $26.00 Unrealized
Qwest Corp., 6.63% 0.0%
Value ($000) $65 Shares 2,500 Est. Cost $24.80 Unrealized
Ares Management LP, Series A, 7.00% 0.0%
Value ($000) $65 Shares 2,500 Est. Cost $25.60 Unrealized
LaSalle Hotel Properties, Series J, 6.30% 0.0%
Value ($000) $64 Shares 2,500 Est. Cost $26.00 Unrealized
CHS, Inc., Series 4, 7.50% 0.0%
Value ($000) $59 Shares 2,000 Est. Cost $27.70 Unrealized
CHS, Inc., Series 3, 6.75% 0.0%
Value ($000) $57 Shares 2,000 Est. Cost $25.50 Unrealized
Southern Co./The, 6.25% 0.0%
Value ($000) $56 Shares 2,000 Est. Cost $27.00 Unrealized
Charles Schwab Corp./The, Series C, 6.00% 0.0%
Value ($000) $55 Shares 2,000 Est. Cost $25.00 Unrealized
Entergy New Orleans, Inc., 5.50% 0.0%
Value ($000) $55 Shares 2,000 Est. Cost $25.50 Unrealized
Bank of America Corp., Series W, 6.63% 0.0%
Value ($000) $54 Shares 2,000 Est. Cost $25.00 Unrealized
Entergy Mississippi, Inc., 6.00% 0.0%
Value ($000) $54 Shares 2,150 Est. Cost $25.12 Unrealized
Hercules Capital, Inc., 6.25% 0.0%
Value ($000) $52 Shares 2,000 Est. Cost $25.50 Unrealized
Oxford Lane Capital Corp., 8.13% 0.0%
Value ($000) $52 Shares 2,000 Est. Cost $25.50 Unrealized
State Street Corp., Series G, 5.35% 0.0%
Value ($000) $27 Shares 1,000 Est. Cost $27.00 Unrealized
California Resources Corp. 0.0%
Value ($000) $5 Shares 435 Est. Cost $11.49 Unrealized
Enbridge Energy Management LLC 0.0%
Value ($000) $0 Shares 1 Est. Cost $28.80 Unrealized