Type / Class
Equity / DEPOSITRY RCPT
Total 13F shares
85,315
Share change
+13,791
Total reported value
$4,626,000
Price per share
$53.95
Number of holders
11
Value change
+$745,099
Number of buys
4
Number of sells
3

Institutional Holders of NEW ENGLAND REALTY ASSOCIATES LIMITED PARTNERSHIP - DEPOSITRY RCPT (NEN) as of Q1 2016

As of 31 Mar 2016, NEW ENGLAND REALTY ASSOCIATES LIMITED PARTNERSHIP - DEPOSITRY RCPT (NEN) was held by 11 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 85,315 shares. The largest 10 holders included LPL Financial LLC, Atlantic Trust Group, LLC, Commonwealth Equity Services, Inc, Curbstone Financial Management Corp, US FINANCIAL ADVISORS, LLC, MORGAN STANLEY, CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM, BANK OF AMERICA CORP /DE/, ASSETMARK, INC, and Tower Research Capital LLC (TRC). This page lists 11 institutional shareholders reporting positions in this security for the Q1 2016 filing period.
Investor Option Weight % Change % Value $ * Price Shares Share Change Activity Report Period
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.