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 16 institutions that hold shares in the stock, with a total of 90,997 shares, which have been reported (via 13F filing form) to have a value of $6.55 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jul 11, 2025 Q2 2025 |
30,226
shares
|
$2.18 Million
1.01% of portfolio
|
Q2 2025
Reduced 0.66%
|
|
|
Warberg Asset Management LLC
Winnetka, IL |
Aug 12, 2025 Q2 2025 |
10,730
shares
|
$772,560
9.94% of portfolio
|
Q2 2025
Added 11.2%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
10,503
shares
|
$756,216
0.0% of portfolio
|
Q2 2025
Added 4.75%
|
|
|
Epacria Capital Partners, LLC
Boulder, CO |
Aug 12, 2025 Q2 2025 |
8,636
shares
|
$621,792
0.53% of portfolio
|
Q1 2024
Added 6.88%
|
|
|
Cerity Partners LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
5,700
shares
|
$410,400
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
4,884
shares
|
$351,648
0.0% of portfolio
|
Q2 2025
Added 0.23%
|
|
|
Us Financial Advisors, LLC
Braintree, MA |
May 08, 2025 Q1 2025 |
3,122
shares
|
$224,784
0.08% of portfolio
|
Q1 2022
Reduced 9.16%
|
|
|
Empirical Asset Management, LLC
|
Jul 29, 2025 Q2 2025 |
3,079
shares
|
$221,688
0.07% of portfolio
|
Q1 2024
New holding
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
3,079
shares
|
$221,688
0.09% of portfolio
|
Q4 2021
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
3,000
shares
|
$216,000
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
3,000
shares
|
$216,000
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
2,874
shares
|
$206,928
0.0% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
1,320
shares
|
$95,040
0.0% of portfolio
|
Q2 2025
Reduced 0.08%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
450
shares
|
$32,400
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
394
shares
|
$28,368
0.0% of portfolio
|
Q2 2025
Reduced 41.46%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|