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

CUSIP: 644206104

Q2 2026 13F Holders as of 30 Jun 2026

Security type / class
Equity / Depositary Receipts Each Representing One-Thirtieth of a Series A Unit of Limited Partnership
Total 13F shares
3,122
Total 13F value
$183,230
Holder snapshot 3 signals
Share change
0
SEC-reported price per share
$58.69
Number of holders
1
Security identity Names, identifiers, and filing context for this profile. 1 source field
Shares outstanding
2,788,981

Security key

644206104

Report period

Q2 2026

Institutions

1

Top holders

1

NEN full security history Ownership snapshot Full 13F holder table Previous quarter: Q1 2026 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
Jameson P. Brown
Disclosed value leader
Jameson P. Brown
Comparable rows
13/14
Latest evidence
30 Jun 2026
3/4/5 13D/G 13F Lead comparable stake: 32% 1 rows are not safely comparable across share classes. 13D/G row: Jameson P. Brown Showing 1-6 of 14 holder rows.

Quick read

Jameson P. Brown leads the comparable SEC ownership view at 32%.

13 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 Jameson P. Brown's linked filing trail.
Comparable ownership Top 5
Jameson P. Brown 32%
CALDWELL SUTTER CAPITAL, INC. 1%
Warberg Asset Management LLC 0.63%
SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.63%
LPL Financial LLC 0.36%

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
Jameson P. Brown
3/4/5 13D/G
TREASURER, Director, 10%+ Owner · Brown Jameson Pruitt
3/4/5 13D/G
32%
from 13D/G
$75,333,916
33,536 shares
mixed-class rows
 — 30 Jun 2026
CALDWELL SUTTER CAPITAL, INC.
13F
Company
13F
1%
$1,747,234
29,019 shares
 — 31 Mar 2026
Warberg Asset Management LLC
13F
Company
13F
0.63%
$1,073,072
17,706 shares
 — 31 Mar 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP
13F
Company
13F
0.63%
$1,070,329
17,532 shares
 — 31 Mar 2026
LPL Financial LLC
13F
Company
13F
0.36%
$603,726
10,027 shares
 — 31 Mar 2026
EPACRIA CAPITAL PARTNERS, LLC
13F
Company
13F
0.31%
$527,228
8,636 shares
 — 31 Mar 2026
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 2026

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

Institutions
1
Shares
3,122
Rows available
1
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 2026 vs Q1 2026 Across Filers

Q1 2026 holders
12
Q2 2026 holders
1
Holder diff
-11
Investor Q1 2026 Shares Q2 2026 Shares Share Diff Share Chg % Q1 2026 value Q2 2026 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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