Type / Class
Equity / DEPOSITRY RCPT
Total 13F shares
87,735
Share change
+5,939
Total reported value
$6,299,315
Price per share
$71.75
Number of holders
13
Value change
+$425,688
Number of buys
5
Number of sells
1

Institutional Holders of NEW ENGLAND REALTY ASSOCIATES LIMITED PARTNERSHIP - DEPOSITRY RCPT (NEN) as of Q3 2025

As of 30 Sep 2025, NEW ENGLAND REALTY ASSOCIATES LIMITED PARTNERSHIP - DEPOSITRY RCPT (NEN) was held by 13 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 87,735 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, SUSQUEHANNA INTERNATIONAL GROUP, LLP, Empirical Asset Management, LLC, RAYMOND JAMES FINANCIAL INC, and MORGAN STANLEY. This page lists 13 institutional shareholders reporting positions in this security for the Q3 2025 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.