Type / Class
Equity / DEPOSITRY RCPT
Total 13F shares
86,443
Share change
-258
Total reported value
$6,971,996
Price per share
$80.00
Number of holders
14
Value change
-$6,640
Number of buys
4
Number of sells
4

Institutional Holders of NEW ENGLAND REALTY ASSOCIATES LIMITED PARTNERSHIP - DEPOSITRY RCPT (NEN) as of Q3 2024

As of 30 Sep 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 86,443 shares. The largest 10 holders included CALDWELL SUTTER CAPITAL, INC., LPL Financial LLC, Warberg Asset Management LLC, EPACRIA CAPITAL PARTNERS, LLC, Cerity Partners LLC, COMMONWEALTH EQUITY SERVICES, LLC, SUSQUEHANNA INTERNATIONAL GROUP, LLP, 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 Q3 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.