CALDWELL SUTTER CAPITAL, INC.

Position in NEN — New England Realty Associates Limited Partnership

CIK 702007 SAUSALITO, CA

Position in NEN

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$1,703,125

-$68,484 QoQ

Shares Held

29,019

0.0% QoQ

Ownership

25.4%

of shares outstanding

% of Portfolio

0.76%

of 13F equity value

Holder Rank

of 11 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

CALDWELL SUTTER CAPITAL, INC. holds $3,668,135 across 6 Real Estate Services names. NEN ranks #1 (46.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEN	New England Realty Associates Limited Partnership This page	29,019	$1,703,125
2	ARL	American Realty Investors Inc	69,222	$1,541,573
3	TCI	Transcontinental Realty Investors Inc	4,200	$193,158
4	FRPH	Frp Holdings, Inc.	5,932	$148,240
5	RMR	Rmr Group Inc.	3,036	$62,329
6	CSGP	Costar Group, Inc.	696	$19,710

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,703,125	29,019	0.0%	Shares	Sole	2026-08-05
2026-03-31	$1,771,609	29,019	0.0%	Shares	Sole	2026-05-06
2025-12-31	$1,871,725	29,019	-4.0%	Shares	Sole	2026-01-30
2025-09-30	$2,161,159	30,226	0.0%	Shares	Sole	2025-10-29
2025-06-30	$2,209,520	30,226	-0.7%	Shares	Sole	2025-07-11
2025-03-31	$2,480,631	30,426	+0.2%	Shares	Sole	2025-04-16
2024-12-31	$2,512,095	30,376	0.0%	Shares	Sole	2025-01-21
2024-09-30	$2,521,208	30,376	0.0%	Shares	Sole	2024-10-25
2024-06-30	$2,143,938	30,376	-6.1%	Shares	Sole	2024-07-23
2024-03-31	$2,325,174	32,339	0.0%	Shares	Sole	2024-04-19
2023-12-31	$2,254,028	32,339	-3.9%	Shares	Sole	2024-01-19
2023-09-30	$2,302,589	33,639	-0.9%	Shares	Sole	2023-10-25
2023-06-30	$2,476,528	33,939	+3.0%	Shares	Sole	2023-07-19
2023-03-31	$2,404,547	32,939	+19.1%	Shares	Sole	2023-04-25
2022-12-31	$1,964,144	27,664	—	Shares	Sole	2023-02-10
No filing history on record for this holder in this stock.