Q3 2020 13F Holders as of 30 Sep 2020
-
Type / Class
-
Equity / DEPOSITRY RCPT
-
Number of holders
-
9
-
Total 13F shares, excl. options
-
49,646
-
Shares change
-
+8,540
-
Total reported value, excl. options
-
$2,433,000
-
Value change
-
+$417,307
-
Number of buys
-
2
-
Number of sells
-
-4
-
Price
-
$49.00
Significant Holders of NEW ENGLAND REALTY ASSOCIATES LIMITED PARTNERSHIP - DEPOSITRY RCPT (NEN) as of Q3 2020
10 filings reported holding NEN - NEW ENGLAND REALTY ASSOCIATES LIMITED PARTNERSHIP - DEPOSITRY RCPT as of Q3 2020.
NEW ENGLAND REALTY ASSOCIATES LIMITED PARTNERSHIP - DEPOSITRY RCPT (NEN) has 9 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 49,646 shares
.
Largest 10 shareholders include GOLDMAN SACHS GROUP INC (25,000 shares), LPL Financial LLC (9,802 shares), COMMONWEALTH EQUITY SERVICES, LLC (6,064 shares), MORGAN STANLEY (6,033 shares), WELLS FARGO & COMPANY/MN (1,321 shares), Baystate Wealth Management LLC (660 shares), JPMORGAN CHASE & CO (450 shares), BANK OF AMERICA CORP /DE/ (200 shares), UBS Group AG (116 shares), and Tower Research Capital LLC (TRC) (0 shares).
This table shows the top 9 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| 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.