The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8
VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ALEXANDRIA REAL ESTATE EQ IN COM 015271109 282 2,010 SH   DFND 1,2,3 2,010 0 0
ALPHABET INC CAP STK CL C 02079K107 1,057 11,000 SH   DFND 1,2,3 11,000 0 0
ALPHABET INC CAP STK CL C 02079K107 2,581 26,820 SH   OTR 1,2,3 0 26,820 0
AMAZON COM INC COM 023135106 2,996 26,520 SH   DFND 1,2,3 26,520 0 0
AMAZON COM INC COM 023135106 1,708 15,120 SH   OTR 1,2,3 0 15,120 0
AMERICA FIRST MULTIFAMILY IN BEN UNIT CTF 02364V206 468 27,050 SH   DFND 1,2,3 27,050 0 0
APARTMENT INCOME REIT CORP COM 03750L109 2,096 54,282 SH   DFND 1,2,3 54,282 0 0
APARTMENT INCOME REIT CORP COM 03750L109 115 2,981 SH   OTR 1,2,3 0 2,981 0
APPLE INC COM 037833100 630 4,550 SH   DFND 1,2,3 4,550 0 0
APPLE INC COM 037833100 1,199 8,676 SH   OTR 1,2,3 0 8,676 0
AVALONBAY CMNTYS INC COM 053484101 349 1,900 SH   DFND 1,2,3 1,900 0 0
AVALONBAY CMNTYS INC COM 053484101 245 1,333 SH   OTR 1,2,3 0 1,333 0
BNY MELLON STRATEGIC MUNS IN COM 05588W108 416 68,427 SH   DFND 1,2,3 68,427 0 0
BNY MELLON STRATEGIC MUNS IN COM 05588W108 116 19,100 SH   OTR 1,2,3 0 19,100 0
BNY MELLON MUN INCOME INC COM 05589T104 79 13,157 SH   DFND 1,2,3 13,157 0 0
BK OF AMERICA CORP 7.25%CNV PFD L 060505682 704 600 SH   DFND 1,2,3 600 0 0
BK OF AMERICA CORP 7.25%CNV PFD L 060505682 1,216 1,037 SH   OTR 1,2,3 0 1,037 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 320 1,200 SH   OTR 1,2,3 0 1,200 0
BLACKROCK MUN INCOME QUALITY COM 092479104 390 35,572 SH   DFND 1,2,3 35,572 0 0
BLACKROCK MUN INCOME QUALITY COM 092479104 88 8,000 SH   OTR 1,2,3 0 8,000 0
BLACKROCK MUNIHOLDINGS FD IN COM 09253N104 629 55,935 SH   DFND 1,2,3 55,935 0 0
BLACKROCK MUNIHOLDINGS FD IN COM 09253N104 392 34,804 SH   OTR 1,2,3 0 34,804 0
BLACKROCK MUNIVEST FD INC COM 09253R105 135 20,400 SH   DFND 1,2,3 20,400 0 0
BLACKROCK MUNIVEST FD INC COM 09253R105 122 18,400 SH   OTR 1,2,3 0 18,400 0
BLACKROCK MUNICIPAL INCOME COM 09253X102 184 16,900 SH   DFND 1,2,3 16,900 0 0
BLACKROCK MUNICIPAL INCOME COM 09253X102 112 10,300 SH   OTR 1,2,3 0 10,300 0
BLACKROCK MUNIHOLDINGS QUALI COM 09254C107 116 11,897 SH   DFND 1,2,3 11,897 0 0
BLACKROCK MUNIHOLDINGS QUALI COM 09254C107 107 11,000 SH   OTR 1,2,3 0 11,000 0
BLACKROCK MUNIYIELD QUALITY COM 09254E103 646 62,010 SH   DFND 1,2,3 62,010 0 0
BLACKROCK MUNIYIELD QUALITY COM 09254E103 358 34,450 SH   OTR 1,2,3 0 34,450 0
BLACKROCK MUNIYIELD QUALITY COM 09254G108 105 10,500 SH   DFND 1,2,3 10,500 0 0
BLACKROCK MUNIYIELD QUALITY COM 09254G108 110 11,000 SH   OTR 1,2,3 0 11,000 0
BLACKROCK TCP CAPITAL CORP COM 09259E108 38 3,500 SH   DFND 1,2,3 3,500 0 0
BLACKROCK TCP CAPITAL CORP COM 09259E108 137 12,500 SH   OTR 1,2,3 0 12,500 0
BLACKSTONE INC COM 09260D107 569 6,800 SH   DFND 1,2,3 6,800 0 0
BLACKSTONE INC COM 09260D107 193 2,300 SH   OTR 1,2,3 0 2,300 0
CVS HEALTH CORP COM 126650100 334 3,500 SH   DFND 1,2,3 3,500 0 0
CVS HEALTH CORP COM 126650100 314 3,285 SH   OTR 1,2,3 0 3,285 0
CISCO SYS INC COM 17275R102 220 5,500 SH   DFND 1,2,3 5,500 0 0
CISCO SYS INC COM 17275R102 40 1,000 SH   OTR 1,2,3 0 1,000 0
CONOCOPHILLIPS COM 20825C104 583 5,700 SH   DFND 1,2,3 5,700 0 0
CONSTELLATION BRANDS INC CL A 21036P108 230 1,000 SH   DFND 1,2,3 1,000 0 0
CONSTELLATION BRANDS INC CL A 21036P108 11 48 SH   OTR 1,2,3 0 48 0
COSTCO WHSL CORP NEW COM 22160K105 353 749 SH   OTR 1,2,3 0 749 0
CROWN CASTLE INC COM 22822V101 72 500 SH   DFND 1,2,3 500 0 0
CROWN CASTLE INC COM 22822V101 289 2,000 SH   OTR 1,2,3 0 2,000 0
DEERE & CO COM 244199105 187 560 SH   DFND 1,2,3 560 0 0
DEERE & CO COM 244199105 176 524 SH   OTR 1,2,3 0 524 0
DIAMONDBACK ENERGY INC COM 25278X109 216 1,800 SH   DFND 1,2,3 1,800 0 0
EATON VANCE MUNI INCOME TRUS SH BEN INT 27826U108 220 22,575 SH   DFND 1,2,3 22,575 0 0
EATON VANCE MUNI INCOME TRUS SH BEN INT 27826U108 206 21,075 SH   OTR 1,2,3 0 21,075 0
EATON VANCE MUN BD FD COM 27827X101 445 45,949 SH   DFND 1,2,3 45,949 0 0
EATON VANCE MUN BD FD COM 27827X101 143 14,782 SH   OTR 1,2,3 0 14,782 0
EQUITY RESIDENTIAL SH BEN INT 29476L107 1,579 23,500 SH   DFND 1,2,3 23,500 0 0
EQUITY RESIDENTIAL SH BEN INT 29476L107 371 5,514 SH   OTR 1,2,3 0 5,514 0
META PLATFORMS INC CL A 30303M102 299 2,200 SH   DFND 1,2,3 2,200 0 0
META PLATFORMS INC CL A 30303M102 323 2,370 SH   OTR 1,2,3 0 2,370 0
GOLDMAN SACHS GROUP INC COM 38141G104 1,758 6,000 SH   DFND 1,2,3 6,000 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 206 700 SH   OTR 1,2,3 0 700 0
GOLDMAN SACHS BDC INC SHS 38147U107 45 3,100 SH   DFND 1,2,3 3,100 0 0
GOLDMAN SACHS BDC INC SHS 38147U107 152 10,550 SH   OTR 1,2,3 0 10,550 0
INVESCO QQQ TR UNIT SER 1 46090E103 189 705 SH   DFND 1,2,3 705 0 0
INVESCO QQQ TR UNIT SER 1 46090E103 492 1,845 SH   OTR 1,2,3 0 1,845 0
INVENTRUST PPTYS CORP COM NEW 46124J201 981 45,968 SH   OTR 1,2,3 0 45,968 0
INVESCO VALUE MUN INCOME TR COM 46132P108 1,259 109,403 SH   DFND 1,2,3 109,403 0 0
INVESCO VALUE MUN INCOME TR COM 46132P108 3 284 SH   OTR 1,2,3 0 284 0
INVESCO EXCHANGE TRADED FD T HIG YLD EQ DIV 46137V563 526 28,300 SH   DFND 1,2,3 28,300 0 0
INVESCO EXCHANGE TRADED FD T HIG YLD EQ DIV 46137V563 213 11,400 SH   OTR 1,2,3 0 11,400 0
JPMORGAN CHASE & CO COM 46625H100 2,613 25,000 SH   DFND 1,2,3 25,000 0 0
JPMORGAN CHASE & CO COM 46625H100 371 3,550 SH   OTR 1,2,3 0 3,550 0
KKR REAL ESTATE FIN TR INC COM 48251K100 41 2,500 SH   DFND 1,2,3 2,500 0 0
KKR REAL ESTATE FIN TR INC COM 48251K100 130 8,000 SH   OTR 1,2,3 0 8,000 0
KITE RLTY GROUP TR COM NEW 49803T300 24,653 1,431,678 SH   DFND 1,2,3 1,431,678 0 0
KITE RLTY GROUP TR COM NEW 49803T300 63,752 3,702,240 SH   OTR 1,2,3 0 3,702,240 0
LILLY ELI & CO COM 532457108 227 700 SH   OTR 1,2,3 0 700 0
LOWES COS INC COM 548661107 523 2,790 SH   DFND 1,2,3 2,790 0 0
LOWES COS INC COM 548661107 130 685 SH   OTR 1,2,3 0 685 0
MAINSTAY MACKAY DEFINEDTERM COM 56064K100 122 7,860 SH   DFND 1,2,3 7,860 0 0
MAINSTAY MACKAY DEFINEDTERM COM 56064K100 58 3,700 SH   OTR 1,2,3 0 3,700 0
MARATHON PETE CORP COM 56585A102 2,473 24,900 SH   DFND 1,2,3 24,900 0 0
MCKESSON CORP COM 58155Q103 238 700 SH   OTR 1,2,3 0 700 0
MEDICAL PPTYS TRUST INC COM 58463J304 1,300 109,600 SH   DFND 1,2,3 109,600 0 0
MEDICAL PPTYS TRUST INC COM 58463J304 557 47,000 SH   OTR 1,2,3 0 47,000 0
MICROSOFT CORP COM 594918104 607 2,605 SH   DFND 1,2,3 2,605 0 0
MICROSOFT CORP COM 594918104 1,384 5,950 SH   OTR 1,2,3 0 5,950 0
MORGAN STANLEY COM NEW 617446448 1,738 22,000 SH   DFND 1,2,3 22,000 0 0
NETFLIX INC COM 64110L106 494 2,100 SH   OTR 1,2,3 0 2,100 0
RITHM CAPITAL CORP COM NEW 64828T201 110 15,000 SH   DFND 1,2,3 15,000 0 0
RITHM CAPITAL CORP COM NEW 64828T201 143 19,400 SH   OTR 1,2,3 0 19,400 0
NUVEEN AMT FREE QLTY MUN INC COM 670657105 1,359 128,142 SH   DFND 1,2,3 128,142 0 0
NUVEEN AMT FREE QLTY MUN INC COM 670657105 166 15,690 SH   OTR 1,2,3 0 15,690 0
NUVEEN MUN CR OPPORTUNITIES COM 670663103 79 7,400 SH   DFND 1,2,3 7,400 0 0
NUVEEN MUN CR OPPORTUNITIES COM 670663103 148 13,800 SH   OTR 1,2,3 0 13,800 0
NVIDIA CORPORATION COM 67066G104 851 7,000 SH   DFND 1,2,3 7,000 0 0
NVIDIA CORPORATION COM 67066G104 656 5,400 SH   OTR 1,2,3 0 5,400 0
NUVEEN QUALITY MUNCP INCOME COM 67066V101 918 83,398 SH   DFND 1,2,3 83,398 0 0
NUVEEN QUALITY MUNCP INCOME COM 67066V101 309 28,116 SH   OTR 1,2,3 0 28,116 0
NUVEEN MUN HIGH INCOME OPPOR COM 670682103 15 1,500 SH   DFND 1,2,3 1,500 0 0
NUVEEN MUN HIGH INCOME OPPOR COM 670682103 131 12,700 SH   OTR 1,2,3 0 12,700 0
NUVEEN MUNICIPAL CREDIT INC COM SH BEN INT 67070X101 543 47,789 SH   DFND 1,2,3 47,789 0 0
NUVEEN MUNICIPAL CREDIT INC COM SH BEN INT 67070X101 359 31,513 SH   OTR 1,2,3 0 31,513 0
NUVEEN AMT FREE MUN CR INC F COM 67071L106 2,634 225,698 SH   DFND 1,2,3 225,698 0 0
NUVEEN AMT FREE MUN CR INC F COM 67071L106 313 26,885 SH   OTR 1,2,3 0 26,885 0
OAKTREE SPECIALTY LENDING CO COM 67401P108 45 7,500 SH   DFND 1,2,3 7,500 0 0
OAKTREE SPECIALTY LENDING CO COM 67401P108 176 29,300 SH   OTR 1,2,3 0 29,300 0
OMEGA HEALTHCARE INVS INC COM 681936100 419 14,200 SH   DFND 1,2,3 14,200 0 0
OMEGA HEALTHCARE INVS INC COM 681936100 42 1,400 SH   OTR 1,2,3 0 1,400 0
ONE LIBERTY PPTYS INC COM 682406103 414 19,672 SH   DFND 1,2,3 19,672 0 0
PAGERDUTY INC COM 69553P100 577 25,000 SH   DFND 1,2,3 25,000 0 0
PALO ALTO NETWORKS INC COM 697435105 368 2,250 SH   DFND 1,2,3 2,250 0 0
PALO ALTO NETWORKS INC COM 697435105 1,116 6,819 SH   OTR 1,2,3 0 6,819 0
PIONEER MUNICIPAL HIGH INCOM COM 723762100 83 11,000 SH   OTR 1,2,3 0 11,000 0
PIONEER MUNICIPAL HIGH INCOM COM SHS 723763108 164 20,000 SH   OTR 1,2,3 0 20,000 0
PROSHARES TR RUSS 2000 DIVD 74347B698 242 4,350 SH   DFND 1,2,3 4,350 0 0
PROSHARES TR RUSS 2000 DIVD 74347B698 80 1,400 SH   OTR 1,2,3 0 1,400 0
PUTNAM MANAGED MUN INCOME TR COM 746823103 441 78,112 SH   DFND 1,2,3 78,112 0 0
PUTNAM MANAGED MUN INCOME TR COM 746823103 87 15,500 SH   OTR 1,2,3 0 15,500 0
PUTNAM MUN OPPORTUNITIES TR SH BEN INT 746922103 396 40,366 SH   DFND 1,2,3 40,366 0 0
PUTNAM MUN OPPORTUNITIES TR SH BEN INT 746922103 113 11,500 SH   OTR 1,2,3 0 11,500 0
QUALCOMM INC COM 747525103 3,151 27,891 SH   DFND 1,2,3 27,891 0 0
QUALCOMM INC COM 747525103 303 2,682 SH   OTR 1,2,3 0 2,682 0
REALTY INCOME CORP COM 756109104 65 1,128 SH   DFND 1,2,3 1,128 0 0
REALTY INCOME CORP COM 756109104 205 3,525 SH   OTR 1,2,3 0 3,525 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 3,651 10,222 SH   DFND 1,2,3 10,222 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 5,200 14,558 SH   OTR 1,2,3 0 14,558 0
SPDR DOW JONES INDL AVERAGE UT SER 1 78467X109 307 1,069 SH   DFND 1,2,3 1,069 0 0
SPDR DOW JONES INDL AVERAGE UT SER 1 78467X109 1,550 5,397 SH   OTR 1,2,3 0 5,397 0
SCIENCE APPLICATIONS INTL CO COM 808625107 275 3,100 SH   DFND 1,2,3 3,100 0 0
SOUTHERN CO COM 842587107 14 200 SH   DFND 1,2,3 200 0 0
SOUTHERN CO COM 842587107 357 5,250 SH   OTR 1,2,3 0 5,250 0
STARBUCKS CORP COM 855244109 169 2,000 SH   DFND 1,2,3 2,000 0 0
STARBUCKS CORP COM 855244109 295 3,500 SH   OTR 1,2,3 0 3,500 0
TARGET CORP COM 87612E106 268 1,800 SH   DFND 1,2,3 1,800 0 0
TARGET CORP COM 87612E106 30 200 SH   OTR 1,2,3 0 200 0
TESLA INC COM 88160R101 796 3,000 SH   OTR 1,2,3 0 3,000 0
UNITEDHEALTH GROUP INC COM 91324P102 4,762 9,430 SH   DFND 1,2,3 9,430 0 0
UNITEDHEALTH GROUP INC COM 91324P102 152 300 SH   OTR 1,2,3 0 300 0
UNIVERSAL HEALTH RLTY INCOME SH BEN INT 91359E105 675 15,613 SH   DFND 1,2,3 15,613 0 0
VENTAS INC COM 92276F100 402 10,000 SH   DFND 1,2,3 10,000 0 0
VENTAS INC COM 92276F100 402 10,000 SH   OTR 1,2,3 0 10,000 0
VERIZON COMMUNICATIONS INC COM 92343V104 377 9,900 SH   OTR 1,2,3 0 9,900 0
VODAFONE GROUP PLC NEW SPONSORED ADR 92857W308 57 5,000 SH   DFND 1,2,3 5,000 0 0
VODAFONE GROUP PLC NEW SPONSORED ADR 92857W308 102 8,870 SH   OTR 1,2,3 0 8,870 0
WELLS FARGO CO NEW COM 949746101 1,025 25,500 SH   DFND 1,2,3 25,500 0 0
WELLS FARGO CO NEW COM 949746101 12 300 SH   OTR 1,2,3 0 300 0
XENIA HOTELS & RESORTS INC COM 984017103 14 1,000 SH   DFND 1,2,3 1,000 0 0
XENIA HOTELS & RESORTS INC COM 984017103 761 55,222 SH   OTR 1,2,3 0 55,222 0