Q1 2024 13F Holders as of 3/31/2024
-
Type / Class
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Equity / DEPOSITRY RCPT
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Number of holders
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14
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Total 13F shares, excl. options
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94.7K
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Shares change
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+5.97K
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Total reported value, excl. options
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$6.8M
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Value change
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+$427K
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Number of buys
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4
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Price
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$71.90
Significant Holders of NEW ENGLAND REALTY ASSOCIATES LIMITED PARTNERSHIP - DEPOSITRY RCPT (NEN) as of Q1 2024
14 filings reported holding NEN - NEW ENGLAND REALTY ASSOCIATES LIMITED PARTNERSHIP - DEPOSITRY RCPT as of Q1 2024.
NEW ENGLAND REALTY ASSOCIATES LIMITED PARTNERSHIP - DEPOSITRY RCPT (NEN) has 14 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 94.7K shares
.
Largest 10 shareholders include CALDWELL SUTTER CAPITAL, INC. (32.3K shares), Warberg Asset Management LLC (16K shares), LPL Financial LLC (10K shares), EPACRIA CAPITAL PARTNERS, LLC (8.64K shares), Cerity Partners LLC (5.7K shares), COMMONWEALTH EQUITY SERVICES, LLC (4.16K shares), BANK OF AMERICA CORP /DE/ (3.54K shares), US FINANCIAL ADVISORS, LLC (3.12K shares), Empirical Asset Management, LLC (3.08K shares), and RAYMOND JAMES & ASSOCIATES (3K shares).
This table shows the top 14 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.