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 92,854 shares, which have been reported (via 13F filing form) to have a value of $6.96 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Apr 16, 2025 Q1 2025 |
30,426
shares
|
$2.28 Million
1.18% of portfolio
|
Q1 2025
Added 0.16%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
10,027
shares
|
$752,025
0.0% of portfolio
|
Q3 2023
Added 2.3%
|
|
|
Warberg Asset Management LLC
Winnetka, IL |
May 09, 2025 Q1 2025 |
9,649
shares
|
$723,675
8.49% of portfolio
|
Q1 2025
Reduced 15.2%
|
|
|
Epacria Capital Partners, LLC
Boulder, CO |
May 15, 2025 Q1 2025 |
8,636
shares
|
$647,700
0.57% of portfolio
|
Q1 2024
Added 6.88%
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
5,700
shares
|
$427,500
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
4,873
shares
|
$365,475
0.0% of portfolio
|
Q1 2025
Added 1.73%
|
|
|
Us Financial Advisors, LLC
Braintree, MA |
May 08, 2025 Q1 2025 |
3,122
shares
|
$234,150
0.08% of portfolio
|
Q1 2022
Reduced 9.16%
|
|
|
Empirical Asset Management, LLC
|
May 12, 2025 Q1 2025 |
3,079
shares
|
$230,925
0.09% of portfolio
|
Q1 2024
New holding
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
3,079
shares
|
$230,925
0.09% of portfolio
|
Q4 2021
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
3,000
shares
|
$225,000
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
3,000
shares
|
$225,000
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
2,945
shares
|
$220,875
0.0% of portfolio
|
Q1 2025
Added 9.52%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
2,874
shares
|
$215,550
0.0% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
1,321
shares
|
$99,075
0.0% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
673
shares
|
$50,475
0.0% of portfolio
|
Q1 2025
Added 52.95%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
450
shares
|
$33,750
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|