LPL Financial LLC
Position in NEN — New England Realty Associates Limited Partnership
CIK 1403438
FORT MILL, SC
Position in NEN
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$588,484
-$23,664 QoQ
Shares Held
10,027
0.0% QoQ
Ownership
8.76%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#4
of 11 holders
Holding Since
Mar 2020
26 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 Jun 30, 2026LPL Financial LLC holds $52,888,399 across 16 Real Estate Services names. NEN ranks #11 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CBRE |
Cbre Group, Inc.
|
94,572 | $12,737,902 | |
| 2 | OPEN |
Opendoor Technologies Inc.
|
2,306,259 | $10,323,050 | |
| 3 | COMP |
Compass, Inc.
|
832,922 | $10,269,928 | |
| 4 | JLL |
Jones Lang Lasalle Inc
|
23,147 | $7,174,412 | |
| 5 | CSGP |
Costar Group, Inc.
|
130,787 | $3,703,887 | |
| 6 | CWK |
Cushman & Wakefield Ltd.
|
127,662 | $1,709,394 | |
| 7 | NMRK |
Newmark Group, Inc.
|
108,701 | $1,642,472 | |
| 8 | FSV |
FirstService Corp
|
10,890 | $1,547,577 |
All Filings in NEN
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $588,484 | 10,027 | Shares | Sole | 2026-08-07 | |
| 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. | ||||||