Q1 2024 13F Holders as of 31 Mar 2024
-
Type / Class
-
Equity / DEPOSITRY RCPT
-
Total 13F shares
-
94,746
-
Share change
-
+5,965
-
Total reported value
-
$6,799,941
-
Price per share
-
$71.90
-
Number of holders
-
14
-
Value change
-
+$427,181
-
Number of buys
-
4
Institutional Holders of NEW ENGLAND REALTY ASSOCIATES LIMITED PARTNERSHIP - DEPOSITRY RCPT (NEN) as of Q1 2024
As of 31 Mar 2024,
NEW ENGLAND REALTY ASSOCIATES LIMITED PARTNERSHIP - DEPOSITRY RCPT (NEN) was held by
14 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
94,746 shares.
The largest 10 holders included
CALDWELL SUTTER CAPITAL, INC., Warberg Asset Management LLC, LPL Financial LLC, EPACRIA CAPITAL PARTNERS, LLC, Cerity Partners LLC, COMMONWEALTH EQUITY SERVICES, LLC, BANK OF AMERICA CORP /DE/, US FINANCIAL ADVISORS, LLC, Empirical Asset Management, LLC, and RAYMOND JAMES & ASSOCIATES.
This page lists
14
institutional shareholders reporting positions in this security
for the Q1 2024 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.