Q4 2023 13F Holders as of 12/31/2023
-
Type / Class
-
Equity / DEPOSITRY RCPT
-
Number of holders
-
13
-
Total 13F shares, excl. options
-
88.8K
-
Shares change
-
+819
-
Total reported value, excl. options
-
$6.19M
-
Value change
-
+$57.9K
-
Number of buys
-
3
-
Number of sells
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-5
-
Price
-
$69.70
Significant Holders of NEW ENGLAND REALTY ASSOCIATES LIMITED PARTNERSHIP - DEPOSITRY RCPT (NEN) as of Q4 2023
14 filings reported holding NEN - NEW ENGLAND REALTY ASSOCIATES LIMITED PARTNERSHIP - DEPOSITRY RCPT as of Q4 2023.
NEW ENGLAND REALTY ASSOCIATES LIMITED PARTNERSHIP - DEPOSITRY RCPT (NEN) has 13 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 88.8K shares
.
Largest 10 shareholders include CALDWELL SUTTER CAPITAL, INC. (32.3K shares), Warberg Asset Management LLC (13.7K shares), LPL Financial LLC (10K shares), EPACRIA CAPITAL PARTNERS, LLC (8.08K shares), Cerity Partners LLC (5.7K shares), COMMONWEALTH EQUITY SERVICES, LLC (4.11K shares), BANK OF AMERICA CORP /DE/ (3.54K shares), US FINANCIAL ADVISORS, LLC (3.12K shares), RAYMOND JAMES & ASSOCIATES (3K shares), and MORGAN STANLEY (2.87K shares).
This table shows the top 13 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.