Q2 2025 13F Holders as of 30 Jun 2025
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Type / Class
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Equity / DEPOSITRY RCPT
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Number of holders
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12
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Total 13F shares, excl. options
-
81,796
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Shares change
-
-1,857
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Total reported value, excl. options
-
$5,979,310
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Value change
-
-$160,586
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Number of buys
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3
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Number of sells
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4
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Price
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$73.10
Institutional Holders of NEW ENGLAND REALTY ASSOCIATES LIMITED PARTNERSHIP - DEPOSITRY RCPT (NEN) as of Q2 2025
As of 30 Jun 2025 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 81,796 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, Cerity Partners LLC, COMMONWEALTH EQUITY SERVICES, LLC, Empirical Asset Management, LLC, RAYMOND JAMES FINANCIAL INC, MORGAN STANLEY, and WELLS FARGO & COMPANY/MN.
This table shows 13 institutional shareholders of the security as of 30 Jun 2025.
| 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.