NEW ENGLAND REALTY ASSOCIATES LIMITED PARTNERSHIP

Overview

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• TickerNEN on NYSE¹
• IndustryOperators of Apartment Buildings¹
• HeadquartersAllston, Massachusetts¹
• Incorporated inMA³
• Business address39 Brighton Ave, Allston, Ma 02134³
• Filer categoryAccelerated filer, Smaller reporting company³

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New England Realty Associates Limited Partnership (“NERA” or the “Partnership”), a Massachusetts Limited Partnership, was formed on August 12, 1977 as the successor to five real estate limited partnerships (collectively, the “Colonial Partnerships”), which filed for protection under Chapter XII of the Federal Bankruptcy Act in September 1974. The bankruptcy proceedings were terminated in late 1984. In July 2004, the General Partner extended the termination date of the Partnership until 2057.⁴ From its latest annual report

Corporate structure

NEW ENGLAND REALTY ASSOCIATES LIMITED PARTNERSHIP sits at the top of its group. 1 entity, 1 country on record. Switch between the flow chart and the network, and select any entity to see its details.

Built from major holders from Schedules 13D and 13G. Each entity in the chart links to its source.

What it owns

What NEW ENGLAND REALTY ASSOCIATES LIMITED PARTNERSHIP reports owning in its annual reports to the SEC: buildings, land and equipment, real estate and locations, investments, intangible assets and inventory, at the end of its latest fiscal year and a year before.

Real estate and locations

Investments

Intangibles and goodwill

Properties, in its own words

The Partnership and its Subsidiary Partnerships own the Apartment Complexes, the Condominium Units, the Commercial Properties and a 40-50% interest in seven Investment Properties. See also “Item 13. Certain Relationships and Related Transactions and Director Independence” for information concerning affiliated transactions.

The table below lists the location of the 3,411 Apartment Units, the number and type of units in each complex, the range of rents and vacancies as of February 1, 2026, the principal amount outstanding under any mortgages as of December 31, 2025, the fixed interest rates applicable to such mortgages, and the maturity dates of such mortgages.

Item 2 of the 10-K filed Mar 13, 2026.⁴

Leadership

Who has led NEW ENGLAND REALTY ASSOCIATES LIMITED PARTNERSHIP, and when. Pick a name to see everywhere that person has worked.

Timeline

1. Sep 12, 20258-K Financial statements and exhibits¹⁶
2. Sep 3, 20258-K Completed an acquisition or sale¹⁷
3. Jun 25, 20258-K Entered a material agreement; Completed an acquisition or sale; New debt or obligation¹⁸
4. Jun 13, 20258-K Entered a material agreement; New debt or obligation¹⁹
5. Jun 10, 20258-K Entered a material agreement; New debt or obligation²⁰
6. Apr 17, 20258-K Entered a material agreement²¹
7. Mar 14, 20258-K Entered a material agreement²²
8. Nov 27, 20248-K Entered a material agreement; New debt or obligation²³
9. Jan 26, 20238-K Listing notice or transfer²⁴
10. Dec 6, 20228-K Executive or director change²⁵
11. Nov 21, 20228-K Listing notice or transfer²⁶
12. Oct 11, 20228-K Other events²⁷

Calendar

Coming up

1. Nov 6, 2026Reports results for the quarter ending Sep/2026²⁸

Upcoming dates from Nasdaq's calendar; past results from the company's 8-K filings (Item 2.02). The full markets calendar

Filings

88 filings to the SEC since October 2021: 5 annual reports, 16 quarterly reports, 20 major events, 42 insider forms, 2 large holders, 3 other. The latest 20:

1. Oct 5, 2026DEF 14C EDGAR
2. Oct 1, 20264 EDGAR
3. Oct 1, 20264 EDGAR
4. Sep 22, 2026PRE 14C EDGAR
5. Aug 7, 202610-Q EDGAR
6. Aug 3, 2026SCHEDULE 13G EDGAR
7. Jul 1, 20264 EDGAR
8. Jul 1, 20264 EDGAR
9. Jun 26, 2026SCHEDULE 13D EDGAR
10. May 8, 202610-Q EDGAR
11. Apr 2, 20264 EDGAR
12. Apr 2, 20264 EDGAR
13. Mar 13, 202610-K EDGAR
14. Jan 2, 20264 EDGAR
15. Jan 2, 20264 EDGAR
16. Nov 7, 202510-Q EDGAR
17. Oct 3, 20254 EDGAR
18. Oct 3, 20254 EDGAR
19. Sep 12, 20258-K/A EDGAR
20. Sep 3, 20258-K/A EDGAR

Every filing from the last five years, summarized. The full record is on SEC EDGAR.

Insider trades

1 open-market trades by officers, directors and large owners since October 2021: 1 buys and 0 sales. Grants, option exercises and gifts are left out.

From Forms 4 filed with the SEC.

Major holders

Investors who own more than 5% of the shares must tell the SEC: a 13D if they may seek to influence the company, a 13G if they hold passively.

• Maura BrownSCHEDULE 13G, 1 filing Aug 3, 2026²⁹
• Jameson Pruitt BrownSCHEDULE 13D, 1 filing Jun 26, 2026³⁰

Held by these funds

The largest holders among investment managers' 13F reports for the quarter ending Jun 30, 2026. Change is in shares since the quarter before.

13F reports cover disclosed long positions in U.S. stocks only.

SEC filer profile

How NEW ENGLAND REALTY ASSOCIATES LIMITED PARTNERSHIP is registered with the Securities and Exchange Commission, from its EDGAR record and the cover page of its latest annual report.

• Name on EDGARNEW ENGLAND REALTY ASSOCIATES LIMITED PARTNERSHIP¹
• CIK0000746514
• Employer ID (EIN)04-2619298⁴
• Filer statusAccelerated filer not an emerging growth company; a smaller reporting company; not a shell company⁴
• Incorporated inMassachusetts⁴
• Fiscal year endsDecember 31¹
• Industry code (SIC)6513 Operators of Apartment Buildings¹
• SEC reviewing officeOffice of Real Estate & Construction, Division of Corporation Finance¹
• Business address39 Brighton Ave, Allston, MA 02134¹
• Phone6177830039¹
• Shares outstanding92,984 Limited Class A shares; 22,084 Limited Class B shares as of Mar 12, 2026⁴
• Public float$133.5M as of Jun 30, 2025⁴
• AuditorMiller Wachman LLP, Boston, MA PCAOB ID 566; no auditor attestation of internal control over financial reporting⁴
• On EDGAR sinceMay 12, 1995¹
• Filings504 in all: 4 (232), 10-Q (95), 8-K (58), 10-K (27), SC 13D/A (16), 8-K/A (12), UPLOAD (11), CORRESP (9)¹
  All 27 form types

  4/A (5), 5 (5), SC 13D (5), 10-K405 (4), 3 (4), SC 13G/A (4), 10-Q/A (3), 10-K/A (2), DEF 14A (2), 8-A12B (1), CERTAMX (1), DEF 14C (1), NT 10-K (1), NT 10-Q (1), PRE 14C (1), SC 13G (1), SC 14D9 (1), SCHEDULE 13D (1), SCHEDULE 13G (1)

• Latest filingsAnnual report (10-K) Mar 13, 2026
  Quarterly report (10-Q) Aug 7, 2026
  Proxy statement (DEF 14A) Sep 28, 2007
  Latest 8-K (8-K) Jun 25, 2025

Securities registered for trading

From the cover page of the 10-K filed Mar 13, 2026 (Section 12(b) of the Exchange Act).⁴

Risk factors and legal proceedings

The risks NEW ENGLAND REALTY ASSOCIATES LIMITED PARTNERSHIP names in Item 1A of its 10-K filed Mar 13, 2026: 17 risks under these headings, as written.⁴

• We are dependent on rental income from our multifamily apartment complexes and commercial properties.
• Security breaches and other disruptions could compromise our information and expose us to liability, which would cause our business and reputation to suffer.
• Our multifamily apartment complexes and commercial properties are subject to competition.
• The properties we own are concentrated in Eastern Massachusetts and Southern New Hampshire.
• Debt financing could adversely affect our performance.
• We are obligated to comply with financial covenants in our indebtedness that could restrict our range of operating activities.
• Our access to public debt markets is limited.
• Litigation may result in unfavorable outcomes.
• Our financial results may be adversely impacted if we are unable to sell properties and employ the proceeds in accordance with our strategic plan.
• The costs of complying with laws and regulations could adversely affect our cash flow and ability to make distributions to our shareholders.
• We are subject to risks associated with development, acquisition and expansion of multifamily apartment complexes and commercial properties.
• We are subject to control by our directors and officers.

Legal proceedings

The Partnership, the Subsidiary Partnerships, and the Investment Properties and their properties are not presently subject to any material litigation, and, to management’s knowledge, there is not any material litigation presently threatened against them. The properties are occasionally subject to ordinary routine legal and administrative proceedings incident to the ownership of residential and commercial real estate. Some of the legal and other expenses related to these proceedings are covered by insurance and none of these costs and expenses are expected to have a material adverse effect on the Consolidated Financial Statements of the Partnership.

The opening of Item 3, Legal Proceedings.⁴