Q3 2025 13F Holders as of 30 Sep 2025
-
Type / Class
-
Equity / DEPOSITRY RCPT
-
Number of holders
-
13
-
Total 13F shares, excl. options
-
87,735
-
Shares change
-
+5,939
-
Total reported value, excl. options
-
$6,299,315
-
Value change
-
+$425,688
-
Number of buys
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5
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Number of sells
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-1
-
Price
-
$71.75
Significant Holders of NEW ENGLAND REALTY ASSOCIATES LIMITED PARTNERSHIP - DEPOSITRY RCPT (NEN) as of Q3 2025
13 filings reported holding NEN - NEW ENGLAND REALTY ASSOCIATES LIMITED PARTNERSHIP - DEPOSITRY RCPT as of Q3 2025.
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 87,735 shares
.
Largest 10 shareholders include CALDWELL SUTTER CAPITAL, INC. (30,226 shares), Warberg Asset Management LLC (11,414 shares), LPL Financial LLC (10,027 shares), EPACRIA CAPITAL PARTNERS, LLC (8,636 shares), Cerity Partners LLC (5,700 shares), COMMONWEALTH EQUITY SERVICES, LLC (4,895 shares), SUSQUEHANNA INTERNATIONAL GROUP, LLP (3,434 shares), Empirical Asset Management, LLC (3,079 shares), RAYMOND JAMES FINANCIAL INC (3,000 shares), and MORGAN STANLEY (2,874 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.