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

CUSIP: 644206104

Q3 2025 13F Holders as of 30 Sep 2025

Security type / class
Equity / Depositary Receipts Each Representing One-Thirtieth of a Class A Limited Partnership Unit
Total 13F shares
87,735
Total 13F value
$6,299,315
Holder snapshot 6 signals
Share change
+5,939
SEC-reported price per share
$71.75
Number of holders
13
Value change
+$425,688
Number of buys
5
Number of sells
1
Security identity Names, identifiers, and filing context for this profile. 1 source field
Shares outstanding
2,765,094

Security key

644206104

Report period

Q3 2025

Institutions

13

Top holders

10

NEN full security history Ownership snapshot Full 13F holder table Newer quarter: Q4 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 Class A Limited Partnership Unit (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
Maura Brown
Disclosed value leader
Maura Brown
Comparable rows
13/13
Latest evidence
30 Jun 2025
13D/G 13F Lead comparable stake: 5.3% 13D/G row: Maura Brown Showing 1-6 of 13 holder rows.

Quick read

Maura Brown leads the comparable SEC ownership view at 5.3%.

13 of 13 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 Maura Brown's linked filing trail.
Comparable ownership Top 5
Maura Brown 5.3%
CALDWELL SUTTER CAPITAL, INC. 1.1%
Warberg Asset Management LLC 0.39%
LPL Financial LLC 0.38%
EPACRIA CAPITAL PARTNERS, LLC 0.31%

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

Detailed SEC evidence table Showing 1-6 of 13 holder rows
Holder Evidence Ownership % Position 12M Net Δ As of
Maura Brown
13D/G
13D/G
5.3%
$8,601,020
146,550 shares
 $0 30 Jun 2013
CALDWELL SUTTER CAPITAL, INC.
13F
Company
13F
1.1%
$2,209,521
30,226 shares
 — 30 Jun 2025
Warberg Asset Management LLC
13F
Company
13F
0.39%
$784,363
10,730 shares
 — 30 Jun 2025
LPL Financial LLC
13F
Company
13F
0.38%
$767,769
10,503 shares
 — 30 Jun 2025
EPACRIA CAPITAL PARTNERS, LLC
13F
Company
13F
0.31%
$631,292
8,636 shares
 — 30 Jun 2025
Cerity Partners LLC
13F
Company
13F
0.21%
$416,670
5,700 shares
 — 30 Jun 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 Q3 2025

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

Institutions
13
Shares
87,735
Rows available
13
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 Q3 2025 vs Q1 2026 Across Filers

Q1 2026 holders
12
Q3 2025 holders
13
Holder diff
1
Investor Q1 2026 Shares Q3 2025 Shares Share Diff Share Chg % Q1 2026 value Q3 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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