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 96,936 shares, which have been reported (via 13F filing form) to have a value of $6.79 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Oct 29, 2025 Q3 2025 |
30,226
shares
|
$2.12 Million
0.93% of portfolio
|
Q2 2025
Reduced 0.66%
|
|
|
Warberg Asset Management LLC
Winnetka, IL |
Nov 06, 2025 Q3 2025 |
11,414
shares
|
$798,980
6.43% of portfolio
|
Q3 2025
Added 6.37%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
10,027
shares
|
$701,890
0.0% of portfolio
|
Q3 2025
Reduced 4.53%
|
|
|
Epacria Capital Partners, LLC
Boulder, CO |
Nov 13, 2025 Q3 2025 |
8,636
shares
|
$604,520
0.5% of portfolio
|
Q1 2024
Added 6.88%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
5,700
shares
|
$399,000
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
4,895
shares
|
$342,650
0.0% of portfolio
|
Q3 2025
Added 0.23%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
3,434
shares
|
$240,380
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Us Financial Advisors, LLC
Braintree, MA |
May 08, 2025 Q1 2025 |
3,122
shares
|
$218,540
0.08% of portfolio
|
Q1 2022
Reduced 9.16%
|
|
|
Empirical Asset Management, LLC
|
Nov 10, 2025 Q3 2025 |
3,079
shares
|
$215,530
0.06% of portfolio
|
Q1 2024
New holding
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
3,079
shares
|
$215,530
0.09% of portfolio
|
Q4 2021
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
3,000
shares
|
$210,000
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
3,000
shares
|
$210,000
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
2,874
shares
|
$201,180
0.0% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
2,679
shares
|
$187,530
0.0% of portfolio
|
Q3 2025
Added 579.95%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
1,321
shares
|
$92,470
0.0% of portfolio
|
Q3 2025
Added 0.08%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
450
shares
|
$31,500
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|