NEW ENGLAND REALTY ASSOCIATES LIMITED PARTNERSHIP - Depositary Receipts Each Representing One-Thirtieth of a Series A Unit of Limited Partnership (NEN)

CUSIP: 644206104

Q2 2025 13F Holders as of 30 Jun 2025

Security type / class
Equity / Depositary Receipts Each Representing One-Thirtieth of a Series A Unit of Limited Partnership
Total 13F shares
81,796
Total 13F value
$5,979,310
Holder snapshot 6 signals
Share change
-1,857
SEC-reported price per share
$73.10
Number of holders
12
Value change
-$160,586
Number of buys
3
Number of sells
4
Security identity Names, identifiers, and filing context for this profile. 1 source field
Shares outstanding
2,788,981

Security key

644206104

Report period

Q2 2025

Institutions

12

Top holders

10

NEN full security history Ownership snapshot Full 13F holder table Newer quarter: Q3 2025 Previous quarter: Q1 2025 NEW ENGLAND REALTY ASSOCIATES LIMITED PARTNERSHIP SEC filings NEW ENGLAND REALTY ASSOCIATES LIMITED PARTNERSHIP company facts

Broader feeds

Latest 13F filings Latest 13D/G filings Investors directory

Ownership snapshot

Top reported holders of NEN - NEW ENGLAND REALTY ASSOCIATES LIMITED PARTNERSHIP - Depositary Receipts Each Representing One-Thirtieth of a Series A Unit of Limited Partnership (13F + 13D/G + 3/4/5)

Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.

Comparable stake leader
CALDWELL SUTTER CAPITAL, ...
Disclosed value leader
CALDWELL SUTTER CAPITAL, ...
Comparable rows
14/14
Latest evidence
31 Mar 2025
13F Lead comparable stake: 1.1% Showing 1-6 of 14 holder rows.

Quick read

CALDWELL SUTTER CAPITAL, INC. leads the comparable SEC ownership view at 1.1%.

14 of 14 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.

Open SEC evidence Opens CALDWELL SUTTER CAPITAL, INC.'s linked filing trail.
Comparable ownership Top 5
CALDWELL SUTTER CAPITAL, INC. 1.1%
LPL Financial LLC 0.36%
Warberg Asset Management LLC 0.35%
EPACRIA CAPITAL PARTNERS, LLC 0.31%
Cerity Partners LLC 0.2%

Ownership % is shown only when SEC disclosures are safely comparable across share classes.

Detailed SEC evidence table Showing 1-6 of 14 holder rows
Holder Evidence Ownership % Position 12M Net Δ As of
CALDWELL SUTTER CAPITAL, INC.
13F
Company
13F
1.1%
$2,480,766
30,426 shares
 — 31 Mar 2025
LPL Financial LLC
13F
Company
13F
0.36%
$817,545
10,027 shares
 — 31 Mar 2025
Warberg Asset Management LLC
13F
Company
13F
0.35%
$785,009
9,649 shares
 — 31 Mar 2025
EPACRIA CAPITAL PARTNERS, LLC
13F
Company
13F
0.31%
$703,237
8,636 shares
 — 31 Mar 2025
Cerity Partners LLC
13F
Company
13F
0.2%
$464,746
5,700 shares
 — 31 Mar 2025
COMMONWEALTH EQUITY SERVICES, LLC
13F
Company
13F
0.17%
$397,000
4,873 shares
 — 31 Mar 2025
How to read this table

Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.

13F holder rows

Institutional holders as of Q2 2025

Investor-level positions for this CUSIP, loaded as an interactive table.

Institutions
12
Shares
81,796
Rows available
12
Investor Option Weight % Change % SEC-reported value * Price Shares Share Change Activity Report Period

* SEC-reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held. The marker flags a reported price that did not pass the local price check.

Compare Q2 2025 vs Q1 2025 Across Filers

Q1 2025 holders
14
Q2 2025 holders
12
Holder diff
-2
Investor Q1 2025 Shares Q2 2025 Shares Share Diff Share Chg % Q1 2025 value Q2 2025 value Value change Value Chg %

Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).

Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
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