LPL Financial LLC
Position in NEN — New England Realty Associates Limited Partnership
CIK 1403438
FORT MILL, SC
Position in NEN
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$612,148
-$34,593 QoQ
Shares Held
10,027
0.0% QoQ
Ownership
8.72%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#4
of 12 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in NEN Over Time
Shares Held
Position Value (USD)
Position in Real Estate Services
Real Estate · as of Mar 31, 2026LPL Financial LLC holds $51,955,251 across 18 Real Estate Services names. NEN ranks #12 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CBRE |
Cbre Group, Inc.
|
115,385 | $15,630,052 | |
| 2 | OPEN |
Opendoor Technologies Inc.
|
2,076,318 | $9,717,168 | |
| 3 | COMP |
Compass, Inc.
|
956,746 | $6,993,813 | |
| 4 | CSGP |
Costar Group, Inc.
|
118,841 | $4,794,045 | |
| 5 | JLL |
Jones Lang Lasalle Inc
|
15,184 | $4,620,794 | |
| 6 | KW |
Kennedy-Wilson Holdings, Inc.
|
241,340 | $2,611,298 | |
| 7 | NMRK |
Newmark Group, Inc.
|
114,573 | $1,717,449 | |
| 8 | FSV |
FirstService Corp
|
8,983 | $1,248,098 |
All Filings in NEN
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $612,148 | 10,027 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $646,741 | 10,027 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $716,930 | 10,027 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $767,769 | 10,503 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $817,501 | 10,027 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $829,232 | 10,027 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $832,241 | 10,027 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $707,705 | 10,027 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $720,941 | 10,027 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $698,881 | 10,027 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $686,348 | 10,027 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $715,251 | 9,802 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $715,546 | 9,802 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $695,942 | 9,802 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $754,754 | 9,802 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $754,754 | 9,802 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $785,238 | 9,802 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $664,575 | 9,802 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $597,627 | 9,802 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $588,218 | 9,802 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $542,540 | 9,802 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $491,668 | 9,802 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $480,298 | 9,802 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $519,506 | 9,802 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $460,497 | 9,802 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||