SPIRIT OF AMERICA MANAGEMENT CORP/NY Diversified Active

CIK: 0001041283 · Show all filings

Period: Q1 2017 (← Previous) (Next →)

Filing Date: Apr 12, 2017

Total Value ($000): $943,584 (100.0% shares, 0.0% debt)

Holdings (358)

Rice Midstream Partners LP 2.8%
Value ($000) $26,752 Shares 1,060,734 Est. Cost $18.22 Unrealized
EPD Enterprise Products Partners LP 2.7%
Value ($000) $25,372 Shares 918,931 Est. Cost $33.29 Unrealized
MPLX MPLX LP 2.6%
Value ($000) $24,609 Shares 682,079 Est. Cost $36.40 Unrealized
Magellan Midstream Partners LP 2.6%
Value ($000) $24,603 Shares 319,890 Est. Cost $75.39 Unrealized
Antero Midstream Partners LP 2.6%
Value ($000) $24,208 Shares 730,034 Est. Cost $25.37 Unrealized
Western Gas Partners LP 2.6%
Value ($000) $24,135 Shares 399,269 Est. Cost $60.87 Unrealized
Phillips 66 Partners LP 2.3%
Value ($000) $21,507 Shares 418,839 Est. Cost $56.03 Unrealized
Cone Midstream Partners LP 2.1%
Value ($000) $20,228 Shares 856,753 Est. Cost $14.40 Unrealized
Shell Midstream Partners LP 2.1%
Value ($000) $20,034 Shares 621,593 Est. Cost $33.69 Unrealized
Spectra Energy Partners LP 2.1%
Value ($000) $19,347 Shares 443,114 Est. Cost $47.61 Unrealized
Dominion Midstream Partners LP 2.0%
Value ($000) $19,065 Shares 596,699 Est. Cost $32.53 Unrealized
CQP Cheniere Energy Partners LP 1.9%
Value ($000) $17,478 Shares 540,961 Est. Cost $29.87 Unrealized
Valero Energy Partners LP 1.8%
Value ($000) $17,079 Shares 356,490 Est. Cost $48.49 Unrealized
Williams Partners LP 1.8%
Value ($000) $16,535 Shares 404,967 Est. Cost $36.49 Unrealized
Energy Transfer Partners LP 1.7%
Value ($000) $16,299 Shares 446,311 Est. Cost $49.16 Unrealized
TRGP Targa Resources Corp. 1.7%
Value ($000) $15,920 Shares 265,789 Est. Cost $22.86 Unrealized +75.6%
Tesoro Logistics LP 1.7%
Value ($000) $15,917 Shares 292,207 Est. Cost $51.90 Unrealized
EnLink Midstream Partners LP 1.6%
Value ($000) $15,386 Shares 840,757 Est. Cost $19.73 Unrealized
Sunoco Logistics Partners LP 1.6%
Value ($000) $14,939 Shares 611,750 Est. Cost $30.71 Unrealized
USAC USA Compression Partners LP 1.6%
Value ($000) $14,771 Shares 874,566 Est. Cost $16.89 Unrealized
Buckeye Partners LP 1.5%
Value ($000) $14,341 Shares 209,165 Est. Cost $69.86 Unrealized
Tallgrass Energy Partners LP 1.5%
Value ($000) $14,289 Shares 268,582 Est. Cost $44.83 Unrealized
Holly Energy Partners LP 1.5%
Value ($000) $13,833 Shares 387,375 Est. Cost $34.60 Unrealized
Boardwalk Pipeline Partners LP 1.4%
Value ($000) $13,398 Shares 731,750 Est. Cost $17.23 Unrealized
Noble Midstream Partners LP 1.4%
Value ($000) $13,272 Shares 254,830 Est. Cost $47.27 Unrealized
TC PipeLines LP 1.4%
Value ($000) $13,255 Shares 222,184 Est. Cost $53.22 Unrealized
Parsley Energy, Inc. 1.4%
Value ($000) $13,145 Shares 404,350 Est. Cost $33.66 Unrealized
KMI Kinder Morgan, Inc. 1.4%
Value ($000) $13,055 Shares 600,494 Est. Cost $15.94 Unrealized -14.5%
DCP Midstream LP 1.4%
Value ($000) $13,050 Shares 332,650 Est. Cost $37.65 Unrealized
Golar LNG Partners LP 1.3%
Value ($000) $12,308 Shares 550,952 Est. Cost $18.32 Unrealized
GEL Genesis Energy LP 1.2%
Value ($000) $11,715 Shares 361,342 Est. Cost $40.70 Unrealized
PAA Plains All American Pipeline LP 1.2%
Value ($000) $11,153 Shares 352,849 Est. Cost $38.80 Unrealized
NuStar Energy LP 1.2%
Value ($000) $10,952 Shares 210,701 Est. Cost $53.54 Unrealized
Enable Midstream Partners LP 1.2%
Value ($000) $10,916 Shares 654,035 Est. Cost $15.27 Unrealized
ONEOK Partners LP 1.0%
Value ($000) $9,375 Shares 173,650 Est. Cost $45.34 Unrealized
EQT Midstream Partners LP 1.0%
Value ($000) $9,345 Shares 121,515 Est. Cost $77.94 Unrealized
Summit Midstream Partners LP 0.9%
Value ($000) $8,798 Shares 366,558 Est. Cost $25.87 Unrealized
ENB Enbridge, Inc. 0.9%
Value ($000) $8,660 Shares 206,962 Est. Cost $24.39 Unrealized +1.4%
GLNG Golar LNG Ltd. 0.7%
Value ($000) $7,019 Shares 251,322 Est. Cost $20.79 Unrealized +12.5%
Western Gas Equity Partners LP 0.7%
Value ($000) $6,840 Shares 148,373 Est. Cost $41.52 Unrealized
Teekay LNG Partners LP 0.7%
Value ($000) $6,466 Shares 368,456 Est. Cost $17.43 Unrealized
NGL NGL Energy Partners LP 0.7%
Value ($000) $6,440 Shares 284,968 Est. Cost $25.60 Unrealized
Sprague Resources LP 0.6%
Value ($000) $5,970 Shares 220,282 Est. Cost $23.52 Unrealized
Western Refining, Inc. 0.6%
Value ($000) $5,836 Shares 166,406 Est. Cost $25.47 Unrealized
DLR Digital Realty Trust, Inc. 0.6%
Value ($000) $5,764 Shares 54,180 Est. Cost $41.25 Unrealized +87.3%
UGI UGI Corp. 0.6%
Value ($000) $5,671 Shares 114,800 Est. Cost $39.01 Unrealized +21.8%
PLD Prologis, Inc. 0.6%
Value ($000) $5,329 Shares 102,725 Est. Cost $28.02 Unrealized +41.4%
SUN Sunoco LP 0.5%
Value ($000) $5,166 Shares 213,729 Est. Cost $37.17 Unrealized
SPG Simon Property Group, Inc. 0.5%
Value ($000) $5,127 Shares 29,800 Est. Cost $88.62 Unrealized +25.8%
SemGroup Corp., Class A 0.5%
Value ($000) $4,690 Shares 130,259 Est. Cost $37.63 Unrealized
HASI Hannon Armstrong Sustainable Infrastructure Capital, Inc. 0.5%
Value ($000) $4,649 Shares 230,189 Est. Cost $8.66 Unrealized +39.8%
XOM Exxon Mobil Corp. 0.5%
Value ($000) $4,393 Shares 53,565 Est. Cost $55.71 Unrealized +0.7%
AmeriGas Partners LP 0.5%
Value ($000) $4,361 Shares 92,620 Est. Cost $44.55 Unrealized
Federal Realty Investment Trust 0.5%
Value ($000) $4,335 Shares 32,475 Est. Cost $108.81 Unrealized
VLO Valero Energy Corp. 0.4%
Value ($000) $4,199 Shares 63,350 Est. Cost $41.35 Unrealized +13.7%
APLE Apple Hospitality REIT, Inc. 0.4%
Value ($000) $4,173 Shares 218,449 Est. Cost $18.81 Unrealized
OXY Occidental Petroleum Corp. 0.4%
Value ($000) $4,090 Shares 64,550 Est. Cost $52.35 Unrealized -0.5%
PSX Phillips 66 0.4%
Value ($000) $3,825 Shares 48,287 Est. Cost $56.72 Unrealized +1.0%
American Midstream Partners LP 0.4%
Value ($000) $3,726 Shares 250,929 Est. Cost $18.07 Unrealized
CoreSite Realty Corp. 0.4%
Value ($000) $3,602 Shares 40,000 Est. Cost $47.97 Unrealized
Hi-Crush Partners LP 0.4%
Value ($000) $3,580 Shares 206,340 Est. Cost $7.47 Unrealized
T AT&T, Inc. 0.4%
Value ($000) $3,449 Shares 82,989 Est. Cost $12.65 Unrealized +32.2%
Enbridge Energy Partners LP 0.4%
Value ($000) $3,412 Shares 179,592 Est. Cost $32.82 Unrealized
AAPL Apple, Inc. 0.4%
Value ($000) $3,333 Shares 23,200 Est. Cost $18.66 Unrealized +63.2%
BXP Boston Properties, Inc. 0.3%
Value ($000) $3,026 Shares 22,850 Est. Cost $64.00 Unrealized +41.6%
Hudson Pacific Properties, Inc. 0.3%
Value ($000) $2,972 Shares 85,800 Est. Cost $24.73 Unrealized
ESS Essex Property Trust, Inc. 0.3%
Value ($000) $2,905 Shares 12,546 Est. Cost $119.23 Unrealized +42.7%
AVB AvalonBay Communities, Inc. 0.3%
Value ($000) $2,798 Shares 15,240 Est. Cost $85.02 Unrealized +55.6%
MAA Mid-America Apartment Communities, Inc. 0.3%
Value ($000) $2,764 Shares 27,172 Est. Cost $59.17 Unrealized +23.0%
Apartment Investment & Management Co. 0.3%
Value ($000) $2,762 Shares 62,280 Est. Cost $28.53 Unrealized
DRH DiamondRock Hospitality Co. 0.3%
Value ($000) $2,711 Shares 243,100 Est. Cost $10.86 Unrealized
Life Storage, Inc. 0.3%
Value ($000) $2,603 Shares 31,700 Est. Cost $88.93 Unrealized
City Office REIT, Inc. 0.3%
Value ($000) $2,499 Shares 205,728 Est. Cost $12.51 Unrealized
BXMT Blackstone Mortgage Trust, Inc., Class A 0.3%
Value ($000) $2,490 Shares 80,427 Est. Cost $27.80 Unrealized
PEB Pebblebrook Hotel Trust 0.3%
Value ($000) $2,423 Shares 82,950 Est. Cost $35.80 Unrealized
KRC Kilroy Realty Corp. 0.2%
Value ($000) $2,333 Shares 32,365 Est. Cost $57.33 Unrealized
QTS Realty Trust, Inc., Class A 0.2%
Value ($000) $2,330 Shares 47,800 Est. Cost $36.92 Unrealized
MO Altria Group, Inc. 0.2%
Value ($000) $2,306 Shares 32,290 Est. Cost $18.83 Unrealized +104.7%
GLP Global Partners LP 0.2%
Value ($000) $2,302 Shares 118,012 Est. Cost $27.60 Unrealized
SL Green Realty Corp. 0.2%
Value ($000) $2,298 Shares 21,550 Est. Cost $94.83 Unrealized
MPC Marathon Petroleum Corp. 0.2%
Value ($000) $2,272 Shares 44,950 Est. Cost $34.31 Unrealized +10.2%
MSFT Microsoft Corp. 0.2%
Value ($000) $2,269 Shares 34,450 Est. Cost $31.41 Unrealized +84.2%
HD Home Depot, Inc./The 0.2%
Value ($000) $2,269 Shares 15,450 Est. Cost $62.16 Unrealized +84.0%
WPC WP Carey, Inc. 0.2%
Value ($000) $2,260 Shares 36,320 Est. Cost $63.84 Unrealized
UDR UDR, Inc. 0.2%
Value ($000) $2,259 Shares 62,306 Est. Cost $20.69 Unrealized +25.8%
Education Realty Trust, Inc. 0.2%
Value ($000) $2,258 Shares 55,275 Est. Cost $42.72 Unrealized
EQR Equity Residential 0.2%
Value ($000) $2,166 Shares 34,815 Est. Cost $31.42 Unrealized +43.9%
Archrock Partners LP 0.2%
Value ($000) $2,049 Shares 119,426 Est. Cost $13.68 Unrealized
CPT Camden Property Trust 0.2%
Value ($000) $2,012 Shares 25,000 Est. Cost $42.93 Unrealized +41.5%
STWD Starwood Property Trust, Inc. 0.2%
Value ($000) $1,982 Shares 87,740 Est. Cost $20.70 Unrealized
Hersha Hospitality Trust 0.2%
Value ($000) $1,931 Shares 102,750 Est. Cost $20.99 Unrealized
DIS Walt Disney Co./The 0.2%
Value ($000) $1,928 Shares 17,000 Est. Cost $69.69 Unrealized +47.8%
Tallgrass Energy GP LP 0.2%
Value ($000) $1,923 Shares 66,878 Est. Cost $24.04 Unrealized
EXR Extra Space Storage, Inc. 0.2%
Value ($000) $1,860 Shares 25,000 Est. Cost $29.15 Unrealized +85.4%
EQT GP Holdings LP 0.2%
Value ($000) $1,840 Shares 67,189 Est. Cost $27.48 Unrealized
PM Philip Morris International, Inc. 0.2%
Value ($000) $1,832 Shares 16,230 Est. Cost $47.80 Unrealized +37.2%
CyrusOne, Inc. 0.2%
Value ($000) $1,822 Shares 35,400 Est. Cost $34.78 Unrealized
SUI Sun Communities, Inc. 0.2%
Value ($000) $1,784 Shares 22,200 Est. Cost $54.93 Unrealized
VTR Ventas, Inc. 0.2%
Value ($000) $1,685 Shares 25,900 Est. Cost $46.24 Unrealized -8.0%
VZ Verizon Communications, Inc. 0.2%
Value ($000) $1,677 Shares 34,390 Est. Cost $28.35 Unrealized +10.9%
V Visa, Inc. 0.2%
Value ($000) $1,671 Shares 18,800 Est. Cost $60.97 Unrealized +32.7%
UNH UnitedHealth Group, Inc. 0.2%
Value ($000) $1,558 Shares 9,500 Est. Cost $62.13 Unrealized +128.7%
FelCor Lodging Trust, Inc. 0.2%
Value ($000) $1,553 Shares 206,726 Est. Cost $6.53 Unrealized
WELL Welltower, Inc. 0.2%
Value ($000) $1,543 Shares 21,800 Est. Cost $45.02 Unrealized +8.5%
Blueknight Energy Partners LP 0.2%
Value ($000) $1,505 Shares 222,955 Est. Cost $7.86 Unrealized
Digital Realty Trust, Inc., Series I, 6.35 percent 0.1%
Value ($000) $1,415 Shares 53,018 Est. Cost $25.06 Unrealized
American Campus Communities, Inc. 0.1%
Value ($000) $1,349 Shares 28,350 Est. Cost $49.40 Unrealized
TXN Texas Instruments, Inc. 0.1%
Value ($000) $1,331 Shares 16,525 Est. Cost $33.27 Unrealized +82.3%
REG Regency Centers Corp. 0.1%
Value ($000) $1,328 Shares 20,000 Est. Cost $33.45 Unrealized +43.8%
JPM JPMorgan Chase & Co. 0.1%
Value ($000) $1,316 Shares 14,977 Est. Cost $42.08 Unrealized +65.6%
ELS Equity LifeStyle Properties, Inc. 0.1%
Value ($000) $1,314 Shares 17,050 Est. Cost $47.11 Unrealized
TransCanada Corp. 0.1%
Value ($000) $1,290 Shares 27,950 Est. Cost $46.99 Unrealized
Blackstone Group LP/The 0.1%
Value ($000) $1,274 Shares 42,905 Est. Cost $35.11 Unrealized
Chesapeake Lodging Trust 0.1%
Value ($000) $1,267 Shares 52,900 Est. Cost $29.23 Unrealized
KIM Kimco Realty Corp. 0.1%
Value ($000) $1,244 Shares 56,319 Est. Cost $12.61 Unrealized +21.7%
Wells Fargo & Co., Series W, 5.70 percent 0.1%
Value ($000) $1,208 Shares 48,000 Est. Cost $25.92 Unrealized
WFC Wells Fargo & Co. 0.1%
Value ($000) $1,206 Shares 21,676 Est. Cost $36.08 Unrealized +23.0%
Ashford Hospitality Trust, Inc. 0.1%
Value ($000) $1,149 Shares 180,425 Est. Cost $6.33 Unrealized
ORCL Oracle Corp. 0.1%
Value ($000) $1,106 Shares 24,800 Est. Cost $31.98 Unrealized +14.1%
JNJ Johnson & Johnson 0.1%
Value ($000) $1,097 Shares 8,810 Est. Cost $67.61 Unrealized +38.1%
MMM 3M Co. 0.1%
Value ($000) $1,081 Shares 5,650 Est. Cost $76.26 Unrealized +49.0%
General Electric Co. 0.1%
Value ($000) $1,075 Shares 36,081 Est. Cost $26.21 Unrealized
Public Storage, Series B, 5.40 percent 0.1%
Value ($000) $1,061 Shares 43,200 Est. Cost $25.56 Unrealized
CMCSA Comcast Corp., Class A 0.1%
Value ($000) $1,053 Shares 28,000 Est. Cost $25.21 Unrealized +18.7%
PEP PepsiCo, Inc. 0.1%
Value ($000) $1,024 Shares 9,150 Est. Cost $56.86 Unrealized +44.1%
PS Business Parks, Inc., Series T, 6.00 percent 0.1%
Value ($000) $1,020 Shares 40,522 Est. Cost $22.49 Unrealized
Entergy Mississippi, Inc., 4.90 percent 0.1%
Value ($000) $1,018 Shares 45,000 Est. Cost $25.00 Unrealized
VNO Vornado Realty Trust 0.1%
Value ($000) $1,003 Shares 10,000 Est. Cost $82.87 Unrealized
BAC Bank of America Corp. 0.1%
Value ($000) $998 Shares 42,300 Est. Cost $12.19 Unrealized +59.0%
MCD McDonald's Corp. 0.1%
Value ($000) $995 Shares 7,680 Est. Cost $78.65 Unrealized +29.3%
Kimco Realty Corp., Series J, 5.50 percent 0.1%
Value ($000) $993 Shares 39,809 Est. Cost $20.85 Unrealized
National Retail Properties, Inc., Series F, 5.20 percent 0.1%
Value ($000) $975 Shares 42,000 Est. Cost $21.60 Unrealized
Gramercy Property Trust 0.1%
Value ($000) $967 Shares 36,770 Est. Cost $9.18 Unrealized
INTC Intel Corp. 0.1%
Value ($000) $952 Shares 26,400 Est. Cost $18.67 Unrealized +58.9%
BA Boeing Co./The 0.1%
Value ($000) $920 Shares 5,200 Est. Cost $112.58 Unrealized +41.0%
CSCO Cisco Systems, Inc. 0.1%
Value ($000) $896 Shares 26,500 Est. Cost $16.57 Unrealized +49.3%
CVX Chevron Corp. 0.1%
Value ($000) $887 Shares 8,260 Est. Cost $66.89 Unrealized +14.8%
E.I. du Pont de Nemours & Co. 0.1%
Value ($000) $884 Shares 11,000 Est. Cost $67.11 Unrealized
CAT Caterpillar, Inc. 0.1%
Value ($000) $867 Shares 9,350 Est. Cost $70.41 Unrealized +10.3%
CSX CSX Corp. 0.1%
Value ($000) $861 Shares 18,500 Est. Cost $8.39 Unrealized +61.0%
EOG EOG Resources, Inc. 0.1%
Value ($000) $849 Shares 8,700 Est. Cost $69.26 Unrealized +7.2%
MRK Merck & Co., Inc. 0.1%
Value ($000) $832 Shares 13,100 Est. Cost $35.76 Unrealized +28.8%
Kimco Realty Corp., Series I, 6.00 percent 0.1%
Value ($000) $818 Shares 32,490 Est. Cost $22.70 Unrealized
GGP, Inc. 0.1%
Value ($000) $809 Shares 34,900 Est. Cost $23.18 Unrealized
HCP, Inc. 0.1%
Value ($000) $801 Shares 25,618 Est. Cost $43.76 Unrealized
AXP American Express Co. 0.1%
Value ($000) $791 Shares 10,000 Est. Cost $76.40 Unrealized -9.5%
KMB Kimberly-Clark Corp. 0.1%
Value ($000) $790 Shares 6,000 Est. Cost $82.79 Unrealized +11.8%
Allergan PLC 0.1%
Value ($000) $788 Shares 3,300 Est. Cost $303.38 Unrealized
MA MasterCard, Inc., Class A 0.1%
Value ($000) $776 Shares 6,900 Est. Cost $85.55 Unrealized +21.9%
AMAT Applied Materials, Inc. 0.1%
Value ($000) $770 Shares 19,800 Est. Cost $19.34 Unrealized +68.3%
Public Storage, Series E, 4.90 percent 0.1%
Value ($000) $765 Shares 34,000 Est. Cost $21.09 Unrealized
BMY Bristol-Myers Squibb Co. 0.1%
Value ($000) $761 Shares 14,000 Est. Cost $44.47 Unrealized -10.2%
GS Goldman Sachs Group, Inc./The 0.1%
Value ($000) $750 Shares 3,265 Est. Cost $133.70 Unrealized +49.6%
C Citigroup, Inc. 0.1%
Value ($000) $736 Shares 12,300 Est. Cost $37.07 Unrealized +20.5%
SCE Trust I, 5.63 percent 0.1%
Value ($000) $735 Shares 29,125 Est. Cost $23.66 Unrealized
Symantec Corp. 0.1%
Value ($000) $732 Shares 23,850 Est. Cost $21.19 Unrealized
MDT Medtronic PLC 0.1%
Value ($000) $727 Shares 9,029 Est. Cost $58.10 Unrealized +7.4%
Arch Capital Group Ltd., Series E, 5.25 percent 0.1%
Value ($000) $724 Shares 32,000 Est. Cost $25.00 Unrealized
HIG Hartford Financial Services Group, Inc./The 0.1%
Value ($000) $721 Shares 15,000 Est. Cost $27.97 Unrealized +42.6%
Southern Co., 5.25 percent 0.1%
Value ($000) $719 Shares 30,000 Est. Cost $25.30 Unrealized
IRT Independence Realty Trust, Inc. 0.1%
Value ($000) $718 Shares 76,579 Est. Cost $9.54 Unrealized
Regency Centers Corp., Series 7, 6.00 percent 0.1%
Value ($000) $718 Shares 28,225 Est. Cost $21.84 Unrealized
Dominion Resources, Inc., Series A, 5.25 percent 0.1%
Value ($000) $713 Shares 30,000 Est. Cost $25.47 Unrealized
O Realty Income Corp. 0.1%
Value ($000) $707 Shares 11,880 Est. Cost $37.22 Unrealized +1.9%
ACN Accenture PLC, Class A 0.1%
Value ($000) $689 Shares 5,750 Est. Cost $91.58 Unrealized +13.6%
Digital Realty Trust, Inc., Series H, 7.38 percent 0.1%
Value ($000) $684 Shares 24,848 Est. Cost $26.01 Unrealized
DCT Industrial Trust, Inc. 0.1%
Value ($000) $684 Shares 14,214 Est. Cost $31.45 Unrealized
Entergy Arkansas, Inc., 4.88 percent 0.1%
Value ($000) $681 Shares 30,000 Est. Cost $24.93 Unrealized
ED Consolidated Edison, Inc. 0.1%
Value ($000) $675 Shares 8,690 Est. Cost $42.68 Unrealized +28.1%
Senior Housing Properties Trust, 5.63 percent 0.1%
Value ($000) $674 Shares 26,660 Est. Cost $21.85 Unrealized
DuPont Fabros Technology, Inc. 0.1%
Value ($000) $669 Shares 13,500 Est. Cost $30.74 Unrealized
KO Coca-Cola Co./The 0.1%
Value ($000) $666 Shares 15,700 Est. Cost $30.85 Unrealized +2.2%
JPMorgan Chase & Co., Series W, 6.30 percent 0.1%
Value ($000) $663 Shares 24,500 Est. Cost $25.11 Unrealized
DLNG Dynagas LNG Partners LP 0.1%
Value ($000) $661 Shares 37,500 Est. Cost $9.71 Unrealized
National Retail Properties, Inc., Series E, 5.70 percent 0.1%
Value ($000) $659 Shares 26,364 Est. Cost $26.02 Unrealized
Taubman Centers, Inc., Series J, 6.50 percent 0.1%
Value ($000) $656 Shares 25,852 Est. Cost $24.15 Unrealized
MCK McKesson Corp. 0.1%
Value ($000) $652 Shares 4,400 Est. Cost $160.13 Unrealized -14.7%
Lexington Realty Trust 0.1%
Value ($000) $652 Shares 65,336 Est. Cost $10.77 Unrealized
Torchmark Corp., 6.13 percent 0.1%
Value ($000) $648 Shares 25,000 Est. Cost $25.12 Unrealized
Colony NorthStar, Inc., Class A 0.1%
Value ($000) $646 Shares 50,000 Est. Cost $12.92 Unrealized
NEE NextEra Energy, Inc. 0.1%
Value ($000) $629 Shares 4,900 Est. Cost $18.14 Unrealized +38.7%
AROC Archrock, Inc. 0.1%
Value ($000) $620 Shares 50,000 Est. Cost $8.04 Unrealized +6.5%
HUM Humana, Inc. 0.1%
Value ($000) $618 Shares 3,000 Est. Cost $170.85 Unrealized +12.4%
Kimco Realty Corp., Series K, 5.63 percent 0.1%
Value ($000) $616 Shares 24,367 Est. Cost $21.40 Unrealized
CTSH Cognizant Technology Solutions Corp., Class A 0.1%
Value ($000) $601 Shares 10,100 Est. Cost $49.12 Unrealized +3.8%
NextEra Energy Capital Holdings, Inc., Series K, 5.25 percent 0.1%
Value ($000) $600 Shares 25,000 Est. Cost $25.68 Unrealized
FDX FedEx Corp. 0.1%
Value ($000) $595 Shares 3,050 Est. Cost $159.56 Unrealized +3.5%
WEC WEC Energy Group, Inc. 0.1%
Value ($000) $594 Shares 9,800 Est. Cost $33.96 Unrealized +30.5%
Zions Bancorp, 6.95 percent 0.1%
Value ($000) $583 Shares 20,000 Est. Cost $26.50 Unrealized
Spirit Realty Capital, Inc. 0.1%
Value ($000) $582 Shares 57,400 Est. Cost $12.98 Unrealized
KKR Financial Holdings LLC, Series A, 7.38 percent 0.1%
Value ($000) $580 Shares 22,200 Est. Cost $26.73 Unrealized
PFE Pfizer, Inc. 0.1%
Value ($000) $578 Shares 16,900 Est. Cost $18.20 Unrealized +17.6%
CBS Corp., Class B 0.1%
Value ($000) $562 Shares 8,100 Est. Cost $59.33 Unrealized
ROST Ross Stores, Inc. 0.1%
Value ($000) $553 Shares 8,400 Est. Cost $46.98 Unrealized +30.2%
Dow Chemical Co./The 0.1%
Value ($000) $550 Shares 8,650 Est. Cost $48.55 Unrealized
ADBE Adobe Systems, Inc. 0.1%
Value ($000) $547 Shares 4,200 Est. Cost $64.14 Unrealized +83.0%
AMGN Amgen, Inc. 0.1%
Value ($000) $533 Shares 3,250 Est. Cost $104.05 Unrealized +22.2%
AEP American Electric Power Co., Inc. 0.1%
Value ($000) $531 Shares 7,920 Est. Cost $38.86 Unrealized +21.9%
DTE Energy Co., Series F, 6.00 percent 0.1%
Value ($000) $525 Shares 20,000 Est. Cost $25.70 Unrealized
Stanley Black & Decker, Inc., 5.75 percent 0.1%
Value ($000) $522 Shares 20,687 Est. Cost $23.98 Unrealized
PAYX Paychex, Inc. 0.1%
Value ($000) $521 Shares 8,850 Est. Cost $35.82 Unrealized +30.4%
DDR Corp., Series J, 6.50 percent 0.1%
Value ($000) $520 Shares 20,684 Est. Cost $25.03 Unrealized
CUBE CubeSmart 0.1%
Value ($000) $519 Shares 20,000 Est. Cost $15.97 Unrealized
Reynolds American, Inc. 0.1%
Value ($000) $507 Shares 8,052 Est. Cost $57.70 Unrealized
QCOM QUALCOMM, Inc. 0.1%
Value ($000) $505 Shares 8,800 Est. Cost $54.68 Unrealized -16.8%
Equity Commonwealth, 5.75 percent 0.1%
Value ($000) $504 Shares 20,000 Est. Cost $23.10 Unrealized
Public Storage, Series D, 4.95 percent 0.1%
Value ($000) $501 Shares 22,000 Est. Cost $25.82 Unrealized
STAG STAG Industrial, Inc. 0.1%
Value ($000) $500 Shares 20,000 Est. Cost $24.10 Unrealized
USB U.S. Bancorp 0.1%
Value ($000) $500 Shares 9,700 Est. Cost $27.34 Unrealized +39.2%
SLB Schlumberger Ltd. 0.1%
Value ($000) $498 Shares 6,375 Est. Cost $65.48 Unrealized -3.3%
IBM International Business Machines Corp. 0.1%
Value ($000) $498 Shares 2,858 Est. Cost $109.22 Unrealized +4.7%
Duke Energy Corp., 5.13 percent 0.1%
Value ($000) $495 Shares 19,030 Est. Cost $24.31 Unrealized
Aetna, Inc. 0.1%
Value ($000) $485 Shares 3,800 Est. Cost $83.31 Unrealized
First Republic Bank, Series F, 5.70 percent 0.1%
Value ($000) $481 Shares 19,000 Est. Cost $23.12 Unrealized
PRU Prudential Financial, Inc. 0.1%
Value ($000) $480 Shares 4,500 Est. Cost $52.24 Unrealized +37.3%
NextEra Energy Capital Holdings, Inc., Series H, 5.63 percent 0.0%
Value ($000) $471 Shares 18,775 Est. Cost $24.25 Unrealized
Pitney Bowes, Inc., 6.70 percent 0.0%
Value ($000) $465 Shares 17,700 Est. Cost $26.17 Unrealized
CME CME Group, Inc. 0.0%
Value ($000) $463 Shares 3,900 Est. Cost $70.96 Unrealized +23.4%
GEO GEO Group, Inc./The 0.0%
Value ($000) $459 Shares 9,900 Est. Cost $13.35 Unrealized +44.4%
JCI Johnson Controls International PLC 0.0%
Value ($000) $457 Shares 10,853 Est. Cost $33.62 Unrealized +2.6%
MET MetLife, Inc. 0.0%
Value ($000) $442 Shares 8,375 Est. Cost $31.28 Unrealized +12.9%
DGX Quest Diagnostics, Inc. 0.0%
Value ($000) $442 Shares 4,500 Est. Cost $61.16 Unrealized +30.8%
DE Deere & Co. 0.0%
Value ($000) $435 Shares 4,000 Est. Cost $81.42 Unrealized +15.9%
AAT American Assets Trust, Inc. 0.0%
Value ($000) $435 Shares 10,400 Est. Cost $40.98 Unrealized
COP ConocoPhillips 0.0%
Value ($000) $426 Shares 8,550 Est. Cost $41.68 Unrealized -12.3%
BGC Partners, Inc., 8.13 percent 0.0%
Value ($000) $423 Shares 16,550 Est. Cost $26.36 Unrealized
RCL Royal Caribbean Cruises Ltd. 0.0%
Value ($000) $422 Shares 4,300 Est. Cost $85.28 Unrealized 0.0%
TMO Thermo Fisher Scientific, Inc. 0.0%
Value ($000) $415 Shares 2,700 Est. Cost $114.47 Unrealized +30.3%
SPH Suburban Propane Partners LP 0.0%
Value ($000) $414 Shares 15,366 Est. Cost $44.32 Unrealized
Hancock Holding Co., 5.95 percent 0.0%
Value ($000) $413 Shares 16,400 Est. Cost $24.17 Unrealized
Taubman Centers, Inc., Series K, 6.25 percent 0.0%
Value ($000) $406 Shares 16,257 Est. Cost $22.95 Unrealized
HBAN Huntington Bancshares, Inc. 0.0%
Value ($000) $402 Shares 30,050 Est. Cost $7.91 Unrealized +17.9%
EQIX Equinix, Inc. 0.0%
Value ($000) $400 Shares 1,000 Est. Cost $320.31 Unrealized 0.0%
FITB Fifth Third Bancorp 0.0%
Value ($000) $391 Shares 15,400 Est. Cost $17.29 Unrealized +11.7%
Wells Fargo & Co., 5.20 percent 0.0%
Value ($000) $388 Shares 15,850 Est. Cost $21.27 Unrealized
Aegon NV, 8.00 percent 0.0%
Value ($000) $387 Shares 14,900 Est. Cost $29.07 Unrealized
HON Honeywell International, Inc. 0.0%
Value ($000) $375 Shares 3,000 Est. Cost $67.38 Unrealized +36.4%
BGC Partners, Inc. 0.0%
Value ($000) $371 Shares 32,644 Est. Cost $8.19 Unrealized
American Financial Group, Inc., 6.00 percent 0.0%
Value ($000) $370 Shares 14,000 Est. Cost $25.64 Unrealized
eBay, Inc., 6.00 percent 0.0%
Value ($000) $370 Shares 14,000 Est. Cost $25.21 Unrealized
WMT Wal-Mart Stores, Inc. 0.0%
Value ($000) $362 Shares 5,024 Est. Cost $19.91 Unrealized -0.6%
GILD Gilead Sciences, Inc. 0.0%
Value ($000) $360 Shares 5,300 Est. Cost $56.22 Unrealized -9.9%
GLW Corning, Inc. 0.0%
Value ($000) $356 Shares 13,200 Est. Cost $14.64 Unrealized +43.2%
Qwest Corp., 6.88 percent 0.0%
Value ($000) $355 Shares 14,000 Est. Cost $24.69 Unrealized
Ashford Hospitality Prime, Inc. 0.0%
Value ($000) $351 Shares 33,100 Est. Cost $14.17 Unrealized
HAL Halliburton Co. 0.0%
Value ($000) $349 Shares 7,100 Est. Cost $42.79 Unrealized +5.5%
Citigroup, Inc., Series K, 6.88 percent 0.0%
Value ($000) $340 Shares 12,000 Est. Cost $26.06 Unrealized
MTB M&T Bank Corp. 0.0%
Value ($000) $340 Shares 2,200 Est. Cost $104.02 Unrealized +20.1%
AMT American Tower Corp. 0.0%
Value ($000) $340 Shares 2,800 Est. Cost $86.33 Unrealized +1.8%
HPE Hewlett Packard Enterprise Co. 0.0%
Value ($000) $339 Shares 14,300 Est. Cost $7.38 Unrealized +39.9%
SOHO Sotherly Hotels, Inc. 0.0%
Value ($000) $333 Shares 52,000 Est. Cost $7.08 Unrealized
PG Procter & Gamble Co./The 0.0%
Value ($000) $332 Shares 3,700 Est. Cost $56.51 Unrealized +23.9%
Healthcare Trust of America, Inc. 0.0%
Value ($000) $331 Shares 10,500 Est. Cost $32.67 Unrealized
HPQ HP, Inc. 0.0%
Value ($000) $331 Shares 18,500 Est. Cost $9.67 Unrealized +25.1%
Capital One Financial Corp., Series D, 6.70 percent 0.0%
Value ($000) $329 Shares 12,000 Est. Cost $25.92 Unrealized
JPMorgan Chase & Co., Series T, 6.70 percent 0.0%
Value ($000) $329 Shares 12,000 Est. Cost $25.57 Unrealized
CAG ConAgra Foods, Inc. 0.0%
Value ($000) $327 Shares 8,100 Est. Cost $24.32 Unrealized +18.5%
CXW CoreCivic, Inc. 0.0%
Value ($000) $324 Shares 10,300 Est. Cost $14.21 Unrealized +63.1%
PS Business Parks, Inc., Series W, 5.20 percent 0.0%
Value ($000) $322 Shares 14,000 Est. Cost $21.57 Unrealized
Public Storage, Series S, 5.90 percent 0.0%
Value ($000) $315 Shares 12,487 Est. Cost $23.68 Unrealized
United Technologies Corp. 0.0%
Value ($000) $314 Shares 2,800 Est. Cost $114.21 Unrealized
KKR & Co. LP, Series B, 6.50 percent 0.0%
Value ($000) $310 Shares 12,000 Est. Cost $25.67 Unrealized
ABBV AbbVie, Inc. 0.0%
Value ($000) $306 Shares 4,700 Est. Cost $38.42 Unrealized +13.2%
Vornado Realty Trust, Series L, 5.40 percent 0.0%
Value ($000) $300 Shares 12,298 Est. Cost $20.94 Unrealized
CCI Crown Castle International Corp. 0.0%
Value ($000) $293 Shares 3,100 Est. Cost $59.69 Unrealized +3.3%
Digital Realty Trust, Inc., Series F, 6.63 percent 0.0%
Value ($000) $291 Shares 11,552 Est. Cost $22.87 Unrealized
Public Storage, Series C, 5.13 percent 0.0%
Value ($000) $288 Shares 12,000 Est. Cost $25.92 Unrealized
DTE Energy Co., Series B, 5.38 percent 0.0%
Value ($000) $288 Shares 12,000 Est. Cost $26.00 Unrealized
Protective Life Corp., 6.25 percent 0.0%
Value ($000) $286 Shares 11,300 Est. Cost $24.17 Unrealized
United States Cellular Corp., 7.25 percent 0.0%
Value ($000) $279 Shares 10,500 Est. Cost $24.96 Unrealized
TGT Target Corp. 0.0%
Value ($000) $276 Shares 5,000 Est. Cost $54.34 Unrealized -11.7%
DUK Duke Energy Corp. 0.0%
Value ($000) $274 Shares 3,335 Est. Cost $50.48 Unrealized +9.5%
KHC Kraft Heinz Co./The 0.0%
Value ($000) $272 Shares 2,999 Est. Cost $47.82 Unrealized +25.3%
Entergy Louisiana LLC, 4.88 percent 0.0%
Value ($000) $271 Shares 12,000 Est. Cost $24.92 Unrealized
Alexandria Real Estate Equities, Inc., Series E, 6.45 percent 0.0%
Value ($000) $270 Shares 10,800 Est. Cost $25.19 Unrealized
JPMorgan Chase & Co., Series AA, 6.10 percent 0.0%
Value ($000) $265 Shares 10,000 Est. Cost $24.70 Unrealized
Citigroup, Inc., Series S, 6.30 percent 0.0%
Value ($000) $264 Shares 10,000 Est. Cost $26.00 Unrealized
Callon Petroleum Co., Series A, 10.00 percent 0.0%
Value ($000) $263 Shares 5,000 Est. Cost $51.00 Unrealized
LaSalle Hotel Properties, Series H, 7.50 percent 0.0%
Value ($000) $262 Shares 10,339 Est. Cost $25.93 Unrealized
Urstadt Biddle Properties, Inc., Series F, 7.13 percent 0.0%
Value ($000) $258 Shares 10,000 Est. Cost $26.00 Unrealized
KKR Financial Holdings LLC, 7.50 percent 0.0%
Value ($000) $258 Shares 10,000 Est. Cost $27.00 Unrealized
LEN Lennar Corp., Class A 0.0%
Value ($000) $256 Shares 5,000 Est. Cost $41.41 Unrealized 0.0%
Aegon NV, 6.38 percent 0.0%
Value ($000) $255 Shares 10,000 Est. Cost $25.60 Unrealized
MAS Masco Corp. 0.0%
Value ($000) $255 Shares 7,500 Est. Cost $20.33 Unrealized +43.6%
TJX TJX Cos., Inc./The 0.0%
Value ($000) $253 Shares 3,200 Est. Cost $34.29 Unrealized -0.8%
DHI D.R. Horton, Inc. 0.0%
Value ($000) $250 Shares 7,500 Est. Cost $28.13 Unrealized 0.0%
Ventas Capital Corp., 5.45 percent 0.0%
Value ($000) $250 Shares 10,000 Est. Cost $23.10 Unrealized
Walgreens Boots Alliance, Inc. 0.0%
Value ($000) $249 Shares 3,000 Est. Cost $79.77 Unrealized
CLX Clorox Co./The 0.0%
Value ($000) $243 Shares 1,800 Est. Cost $100.47 Unrealized 0.0%
ADNT Adient PLC 0.0%
Value ($000) $235 Shares 3,235 Est. Cost $61.04 Unrealized +5.1%
NTAP NetApp, Inc. 0.0%
Value ($000) $234 Shares 5,600 Est. Cost $30.74 Unrealized +2.2%
Seagate Technology PLC 0.0%
Value ($000) $230 Shares 5,000 Est. Cost $38.37 Unrealized
TRV Travelers Cos., Inc./The 0.0%
Value ($000) $229 Shares 1,900 Est. Cost $64.62 Unrealized +53.1%
Aflac, Inc., 5.50 percent 0.0%
Value ($000) $225 Shares 8,850 Est. Cost $24.57 Unrealized
Bank of New York Mellon Corp./The, 5.20 percent 0.0%
Value ($000) $218 Shares 8,700 Est. Cost $23.43 Unrealized
U.S. Bancorp, Series F, 6.50 percent 0.0%
Value ($000) $209 Shares 7,300 Est. Cost $28.40 Unrealized
SL Green Realty Corp., Series I, 6.50 percent 0.0%
Value ($000) $207 Shares 8,100 Est. Cost $23.73 Unrealized
State Street Corp., Series C, 5.25 percent 0.0%
Value ($000) $200 Shares 8,050 Est. Cost $22.47 Unrealized
Public Storage, Series A, 5.88 percent 0.0%
Value ($000) $182 Shares 7,076 Est. Cost $24.87 Unrealized
CF CF Industries Holdings, Inc. 0.0%
Value ($000) $176 Shares 6,000 Est. Cost $25.79 Unrealized 0.0%
Ladenburg Thalmann Financial Services, Inc., Series A, 8.00 percent 0.0%
Value ($000) $176 Shares 7,000 Est. Cost $22.57 Unrealized
NextEra Energy Capital Holdings, Inc., 5.00 percent 0.0%
Value ($000) $165 Shares 6,700 Est. Cost $20.58 Unrealized
PS Business Parks, Inc., Series V, 5.70 percent 0.0%
Value ($000) $164 Shares 6,498 Est. Cost $21.38 Unrealized
Realty Income Corp., Series F, 6.63 percent 0.0%
Value ($000) $163 Shares 6,500 Est. Cost $25.51 Unrealized
Northern Trust Corp., Series C, 5.85 percent 0.0%
Value ($000) $163 Shares 6,000 Est. Cost $25.17 Unrealized
Healthcare Realty Trust, Inc. 0.0%
Value ($000) $163 Shares 5,000 Est. Cost $35.00 Unrealized
Tesoro Corp. 0.0%
Value ($000) $162 Shares 2,000 Est. Cost $50.50 Unrealized
Public Storage, Series Z, 6.00 percent 0.0%
Value ($000) $160 Shares 6,000 Est. Cost $26.83 Unrealized
TRNO Terreno Realty Corp. 0.0%
Value ($000) $159 Shares 5,675 Est. Cost $27.49 Unrealized
AGNC Investment Corp., 7.75 percent 0.0%
Value ($000) $156 Shares 6,000 Est. Cost $25.67 Unrealized
Sotherly Hotels, Inc., Series B, 8.00 percent 0.0%
Value ($000) $154 Shares 6,000 Est. Cost $26.33 Unrealized
Apache Corp. 0.0%
Value ($000) $154 Shares 3,000 Est. Cost $59.78 Unrealized
Equity Commonwealth, Series D, 6.50 percent 0.0%
Value ($000) $153 Shares 6,000 Est. Cost $23.83 Unrealized
Public Storage, Series W, 5.20 percent 0.0%
Value ($000) $150 Shares 6,000 Est. Cost $25.50 Unrealized
Ashford Hospitality Trust, Inc., Series F, 7.38 percent 0.0%
Value ($000) $148 Shares 6,000 Est. Cost $26.00 Unrealized
Dell Technologies, Inc., Class V 0.0%
Value ($000) $129 Shares 2,006 Est. Cost $47.86 Unrealized
Qwest Corp., 7.00 percent 0.0%
Value ($000) $127 Shares 5,000 Est. Cost $25.20 Unrealized
Hersha Hospitality Trust, Series D, 6.50 percent 0.0%
Value ($000) $125 Shares 5,000 Est. Cost $25.40 Unrealized
DVN Devon Energy Corp. 0.0%
Value ($000) $125 Shares 3,000 Est. Cost $28.58 Unrealized +8.6%
SCE Trust II, 5.10 percent 0.0%
Value ($000) $124 Shares 5,000 Est. Cost $22.03 Unrealized
Hersha Hospitality Trust, Series E, 6.50 percent 0.0%
Value ($000) $123 Shares 5,000 Est. Cost $22.60 Unrealized
CBL & Associates Properties, Inc., Series D, 7.38 percent 0.0%
Value ($000) $115 Shares 4,800 Est. Cost $25.21 Unrealized
JPMorgan Chase & Co., Series P, 5.45 percent 0.0%
Value ($000) $114 Shares 4,480 Est. Cost $21.69 Unrealized
WCN Waste Connections, Inc. 0.0%
Value ($000) $110 Shares 1,250 Est. Cost $52.36 Unrealized 0.0%
Mylan NV 0.0%
Value ($000) $109 Shares 2,800 Est. Cost $60.62 Unrealized
Invesco Mortgage Capital, Inc. 0.0%
Value ($000) $108 Shares 7,000 Est. Cost $13.71 Unrealized
PNC Financial Services Group, Inc./The, Series Q, 5.38 percent 0.0%
Value ($000) $106 Shares 4,250 Est. Cost $21.54 Unrealized
Prospect Capital Corp., 6.25 percent 0.0%
Value ($000) $103 Shares 4,000 Est. Cost $23.50 Unrealized
Urstadt Biddle Properties, Inc., Series G, 6.75 percent 0.0%
Value ($000) $103 Shares 4,000 Est. Cost $25.75 Unrealized
Telephone & Data Systems, Inc., 7.00 percent 0.0%
Value ($000) $101 Shares 4,000 Est. Cost $25.50 Unrealized
Monmouth Real Estate Investment Corp., Series C, 6.13 percent 0.0%
Value ($000) $100 Shares 4,000 Est. Cost $26.00 Unrealized
LW Lamb Weston Holdings, Inc. 0.0%
Value ($000) $97 Shares 2,300 Est. Cost $29.75 Unrealized +16.2%
EW Edwards LifeSciences Corp. 0.0%
Value ($000) $94 Shares 1,000 Est. Cost $37.66 Unrealized -16.9%
Global Medical REIT, Inc. 0.0%
Value ($000) $91 Shares 10,000 Est. Cost $10.10 Unrealized
STORE Capital Corp. 0.0%
Value ($000) $90 Shares 3,780 Est. Cost $29.37 Unrealized
PRGO Perrigo Co. PLC 0.0%
Value ($000) $86 Shares 1,300 Est. Cost $92.15 Unrealized -17.5%
Citigroup, Inc., Series L, 6.88 percent 0.0%
Value ($000) $83 Shares 3,000 Est. Cost $25.00 Unrealized
AdCare Health Systems, Inc., Series A, 10.88 percent 0.0%
Value ($000) $80 Shares 3,500 Est. Cost $25.14 Unrealized
Gramercy Property Trust, Series A, 7.13 percent 0.0%
Value ($000) $79 Shares 3,000 Est. Cost $24.67 Unrealized
Bluerock Residential Growth REIT, Inc., Series D, 7.13 percent 0.0%
Value ($000) $74 Shares 3,000 Est. Cost $23.33 Unrealized
United States Cellular Corp., 7.25 percent 0.0%
Value ($000) $67 Shares 2,500 Est. Cost $25.20 Unrealized
Qwest Corp., 7.00 percent 0.0%
Value ($000) $66 Shares 2,500 Est. Cost $25.60 Unrealized
Ares Management LP, Series A, 7.00 percent 0.0%
Value ($000) $66 Shares 2,500 Est. Cost $25.60 Unrealized
Bank of America Corp., Series EE, 6.00 percent 0.0%
Value ($000) $64 Shares 2,500 Est. Cost $26.00 Unrealized
Qwest Corp., 6.63 percent 0.0%
Value ($000) $63 Shares 2,500 Est. Cost $24.80 Unrealized
LaSalle Hotel Properties, Series J, 6.30 percent 0.0%
Value ($000) $62 Shares 2,500 Est. Cost $26.00 Unrealized
CBL & Associates Properties, Inc., Series E, 6.63 percent 0.0%
Value ($000) $62 Shares 2,640 Est. Cost $24.64 Unrealized
AmTrust Financial Services, Inc., 7.50 percent 0.0%
Value ($000) $62 Shares 2,500 Est. Cost $25.20 Unrealized
Bank of America Corp., Series W, 6.63 percent 0.0%
Value ($000) $53 Shares 2,000 Est. Cost $25.00 Unrealized
Southern Co./The, 6.25 percent 0.0%
Value ($000) $53 Shares 2,000 Est. Cost $27.00 Unrealized
Charles Schwab Corp./The, Series C, 6.00 percent 0.0%
Value ($000) $53 Shares 2,000 Est. Cost $25.00 Unrealized
Oxford Lane Capital Corp., 8.13 percent 0.0%
Value ($000) $51 Shares 2,000 Est. Cost $25.50 Unrealized
Hercules Capital, Inc., 6.25 percent 0.0%
Value ($000) $51 Shares 2,000 Est. Cost $25.50 Unrealized
Entergy New Orleans, Inc., 5.50 percent 0.0%
Value ($000) $49 Shares 2,000 Est. Cost $25.50 Unrealized
State Street Corp., Series G, 5.35 percent 0.0%
Value ($000) $26 Shares 1,000 Est. Cost $27.00 Unrealized
California Resources Corp. 0.0%
Value ($000) $7 Shares 435 Est. Cost $11.49 Unrealized
ASIX AdvanSix, Inc. 0.0%
Value ($000) $7 Shares 248 Est. Cost $16.41 Unrealized +44.2%
Enbridge Energy Management LLC 0.0%
Value ($000) $0 Shares 1 Est. Cost $28.80 Unrealized