Type / Class
Equity / DEPOSITRY RCPT
Total 13F shares
95,548
Share change
+7,813
Total reported value
$6,162,870
Price per share
$64.50
Number of holders
11
Value change
+$459,865
Number of buys
3
Number of sells
6

Institutional Holders of NEW ENGLAND REALTY ASSOCIATES LIMITED PARTNERSHIP - DEPOSITRY RCPT (NEN) as of Q4 2025

As of 31 Dec 2025, NEW ENGLAND REALTY ASSOCIATES LIMITED PARTNERSHIP - DEPOSITRY RCPT (NEN) was held by 11 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 95,548 shares. The largest 10 holders included CALDWELL SUTTER CAPITAL, INC., Warberg Asset Management LLC, SUSQUEHANNA INTERNATIONAL GROUP, LLP, LPL Financial LLC, EPACRIA CAPITAL PARTNERS, LLC, COMMONWEALTH EQUITY SERVICES, LLC, Cerity Partners LLC, MORGAN STANLEY, UBS Group AG, and WELLS FARGO & COMPANY/MN. This page lists 11 institutional shareholders reporting positions in this security for the Q4 2025 filing period.
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.