| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| SPIRIT OF AMERICA MANAGEMENT CORP/NY | 1.68% | 0.1% | #2 | $16.5M | 401,774 | $495,429 | 12,872 | +388,902+3,021.30% | Add | |
| KELLEHER FINANCIAL ADVISORS | 1.74% | 1.72% | #1 | $12.3M | 299,647 | $6.8M | 184,530 | +115,117+62.38% | Add | |
| Keystone Financial Group | 0.18% | 0.2% | #4 | $3.2M | 77,838 | $3.1M | 77,732 | +106+0.14% | Add | |
| NBT BANK, N.A. | 0.11% | — | #5 | $1.6M | 40,065 | $0 | 0 | +40,065 | New Buy | |
| Transce3nd, LLC | 1.16% | 1.05% | #3 | $130,642 | 3,205 | $118,330 | 3,205 | 00.00% | Unchanged |
