NEW ENGLAND RLTY ASSOC LTD P NEN
DEPOSITRY RCPT · MLP · CUSIP 644206104
- SectorReal estate
- IndustryOperators of Apartment Buildings
- HeadquartersAllston, MA
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $70.98.
Trends to Q4 2022
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 13 |
| Q4 2022 | 17 |
Biggest buyers
| Warberg Asset Management LLC | Added | +8.5k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | New | +5.3k |
| Advisory Services Network, LLC | New | +800 |
| UBS Group AG | Added | +15 |
Biggest sellers
| None |
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
Brown Jameson Pruitt
13D · may seek influence
new · filed 2026-06-26
Stated purposeThe Reporting Persons acquired and hold their respective Depositary Receipts of the Partnership for investment purposes and as part of a long-standing ownership structure among affiliated entities. Reporting Persons consist of the individuals and entities named herein as direct or indirect holders of voting and dispositive power. Jameson Brown, Harley Brown and Ronald Brown are members of the family of Harold Brown, one of the founders of the Partnership, now deceased, and the Reporting Persons (other than Sally Michael) together with their respective affiliates have a substantial economic interest in its performance. Sally Michael has no pecuniary interest in the Partnership. To the extent the Reporting Persons may be deemed to share voting and dispositive power over certain securities, s… Full filing |
31.5% |
| Brown Maura 13G · passive investor new · filed 2026-08-03 | 5.3% |
Insider purchases and sales in Q4 2022
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q1 2021 | 0 | — | 0 | — | — |
| Q2 2021 | 0 | — | 0 | — | — |
| Q3 2021 | 0 | — | 0 | — | — |
| Q4 2021 | 0 | — | 0 | — | — |
| Q1 2022 | 0 | — | 0 | — | — |
| Q2 2022 | 0 | — | 0 | — | — |
| Q3 2022 | 1 | $198.0k | 0 | — | — |
| Q4 2022 | 0 | — | 0 | — | — |
None reported in Q4 2022.
Holders, Q4 2022
| Manager | Shares | Change |
|---|---|---|
| CALDWELL SUTTER CAPITAL, INC. 1.73% of their portfolio | 27.7k $2.0m | First filing |
| Warberg Asset Management LLC 0.55% of their portfolio | 25.3k $1.8m | Added +8.5k |
| LPL Financial LLC 0.00% of their portfolio | 9.8k $695.9k | Unchanged |
| EPACRIA CAPITAL PARTNERS, LLC 0.52% of their portfolio | 9.2k $652.2k | First filing |
| COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio | 5.9k $420.0k | Unchanged |
| Cerity Partners LLC 0.00% of their portfolio | 5.7k $404.7k | Unchanged |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 5.3k $375.0k | New |
| MORGAN STANLEY 0.00% of their portfolio | 4.2k $300.5k | Unchanged |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 3.5k $251.3k | Unchanged |
| US FINANCIAL ADVISORS, LLC 0.11% of their portfolio | 3.1k $221.7k | Unchanged |
| RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio | 3.0k $213.0k | Unchanged |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 1.3k $93.8k | Unchanged |
| Advisory Services Network, LLC 0.00% of their portfolio | 800 $56.8k | New |
| CWM, LLC 0.00% of their portfolio | 660 $47.0k | Unchanged |
| UBS Group AG 0.00% of their portfolio | 507 $36.0k | Added +15 |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 450 $32.0k | Unchanged |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.00% of their portfolio | 0 $0 | Unchanged |