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Caldwell Sutter Capital, Inc.

SEC CIK
0000702007
Latest filing
Aug 5, 2026

NEN holding history

New England Realty Associates Limited Partnership in every 13F filed by Caldwell Sutter Capital, Inc., including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

NEN overviewAll 13F holders of NENFull Q2 2026 holdings

Shares (Q2 2026)
29,019
Value
$1.70M
% of portfolio
0.6%
Quarters held
15
Since Q4 2022
Holdings of NEN by Caldwell Sutter Capital, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202629,019$1.70M0.6%00.0%UnchangedHolders
Q1 202629,019$1.75M0.7%00.0%UnchangedHolders
Q4 202529,019$1.87M0.8%−1,207−4.0%ReducedHolders
Q3 202530,226$2.17M0.9%00.0%UnchangedHolders
Q2 202530,226$2.21M1.0%−200−0.7%ReducedHolders
Q1 202530,426$2.48M1.2%+50+0.2%AddedHolders
Q4 202430,376$2.42M1.1%00.0%UnchangedHolders
Q3 202430,376$2.43M1.1%00.0%UnchangedHolders
Q2 202430,376$2.16M1.1%−1,963−6.1%ReducedHolders
Q1 202432,339$2.33M1.1%00.0%UnchangedHolders
Q4 202332,339$2.25M1.1%−1,300−3.9%ReducedHolders
Q3 202333,639$2.24M1.2%−300−0.9%ReducedHolders
Q2 202333,939$2.48M1.3%+1,000+3.0%AddedHolders
Q1 202332,939$2.34M1.7%+5,275+19.1%AddedHolders
Q4 202227,664$1.96M1.7%–No prior filingHolders