Institutional Ownership New England Realty Associates Limited Partnership (NEN)
This table provides information about the institutional ownership of New England Realty Associates Limited Partnership (NEN). We have compiled data on the 17 institutions that hold shares in the stock, with a total of 93,961 shares, which have been reported (via 13F filing form) to have a value of $7.35 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jan 17, 2025 Q4 2024 |
30,376
shares
|
$2.4 Million
1.13% of portfolio
|
Q2 2024
Reduced 6.07%
|
|
|
Warberg Asset Management LLC
Winnetka, IL |
Feb 13, 2025 Q4 2024 |
11,379
shares
|
$899,054
7.63% of portfolio
|
Q4 2024
Added 14.94%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
10,027
shares
|
$792,233
0.0% of portfolio
|
Q3 2023
Added 2.3%
|
|
|
Epacria Capital Partners, LLC
Boulder, CO |
Feb 14, 2025 Q4 2024 |
8,636
shares
|
$682,330
0.6% of portfolio
|
Q1 2024
Added 6.88%
|
|
|
Cerity Partners LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
5,700
shares
|
$450,357
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
4,790
shares
|
$378,457
0.0% of portfolio
|
Q4 2024
Added 14.59%
|
|
|
Us Financial Advisors, LLC
Braintree, MA |
Feb 13, 2025 Q4 2024 |
3,122
shares
|
$246,669
0.08% of portfolio
|
Q1 2022
Reduced 9.16%
|
|
|
Empirical Asset Management, LLC
|
Jan 15, 2025 Q4 2024 |
3,079
shares
|
$243,271
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
3,079
shares
|
$243,271
0.09% of portfolio
|
Q4 2021
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
3,000
shares
|
$237,030
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
3,000
shares
|
$237,030
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
2,873
shares
|
$226,995
0.0% of portfolio
|
Q4 2024
Reduced 0.03%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
2,689
shares
|
$212,457
0.0% of portfolio
|
Q4 2024
Reduced 14.28%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
1,321
shares
|
$104,372
0.0% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
450
shares
|
$35,554
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
440
shares
|
$34,764
0.0% of portfolio
|
Q4 2024
Reduced 31.46%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|