Q4 2024 13F Holders as of 31 Dec 2024
-
Type / Class
-
Equity / DEPOSITRY RCPT
-
Number of holders
-
14
-
Total 13F shares, excl. options
-
87,882
-
Shares change
-
+1,439
-
Total reported value, excl. options
-
$7,067,002
-
Value change
-
+$116,362
-
Number of buys
-
2
-
Number of sells
-
-2
-
Price
-
$79.70
Significant Holders of NEW ENGLAND REALTY ASSOCIATES LIMITED PARTNERSHIP - DEPOSITRY RCPT (NEN) as of Q4 2024
14 filings reported holding NEN - NEW ENGLAND REALTY ASSOCIATES LIMITED PARTNERSHIP - DEPOSITRY RCPT as of Q4 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 87,882 shares
.
Largest 10 shareholders include CALDWELL SUTTER CAPITAL, INC. (30,376 shares), Warberg Asset Management LLC (11,379 shares), LPL Financial LLC (10,027 shares), EPACRIA CAPITAL PARTNERS, LLC (8,636 shares), Cerity Partners LLC (5,700 shares), COMMONWEALTH EQUITY SERVICES, LLC (4,790 shares), US FINANCIAL ADVISORS, LLC (3,122 shares), Empirical Asset Management, LLC (3,079 shares), RAYMOND JAMES FINANCIAL INC (3,000 shares), and MORGAN STANLEY (2,873 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.