Q2 2023 13F Holders as of 30 Jun 2023
-
Type / Class
-
Equity / DEPOSITRY RCPT
-
Total 13F shares
-
101,926
-
Share change
-
+9,651
-
Total reported value
-
$7,427,178
-
Price per share
-
$72.97
-
Number of holders
-
13
-
Value change
-
+$699,978
-
Number of buys
-
2
-
Number of sells
-
3
Institutional Holders of NEW ENGLAND REALTY ASSOCIATES LIMITED PARTNERSHIP - DEPOSITRY RCPT (NEN) as of Q2 2023
As of 30 Jun 2023 NEW ENGLAND REALTY ASSOCIATES LIMITED PARTNERSHIP - DEPOSITRY RCPT (NEN) had 13 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 101,926 shares of stock of the company.
Largest 10 holders included CALDWELL SUTTER CAPITAL, INC., Warberg Asset Management LLC, LPL Financial LLC, EPACRIA CAPITAL PARTNERS, LLC, COMMONWEALTH EQUITY SERVICES, LLC, Cerity Partners LLC, BANK OF AMERICA CORP /DE/, MORGAN STANLEY, US FINANCIAL ADVISORS, LLC, and RAYMOND JAMES & ASSOCIATES.
This table shows 13 institutional shareholders of the security as of 30 Jun 2023.
| 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.