New England Realty Associates Limited Partnership (NEN) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

3,500,643Shares Outstanding
53,765Shares held by institutions
$3,497,951Value of institutional holdings
2.50%Institutional ownership %
7.28%Shares Changed QoQ
13No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

Recent 13F filings as of September 2025 show that 13 institutional investors hold a position in New England Realty Associates Limited Partnership (NYSE:NEN).

13 Institutional Holders

53,765 Total Shares Held
Download Data
Owner Name Date Shares Held Change (QoQ) Change (%) Value (USD)
CALDWELL SUTTER CAPITAL, INC. 30 Sep, 2025 30,226 0 0.00% $2,168,716.00
Warberg Asset Management LLC 30 Sep, 2025 11,414 684 6.37% $826,031.00
LPL Financial LLC 30 Sep, 2025 10,027 -476 -4.53% $719,437.00
EPACRIA CAPITAL PARTNERS, LLC 30 Sep, 2025 8,636 0 0.00% $617,474.00
Cerity Partners LLC 30 Sep, 2025 5,700 0 0.00% $408,975.00
COMMONWEALTH EQUITY SERVICES, LLC 30 Sep, 2025 4,895 11 0.23% $351.00
SUSQUEHANNA INTERNATIONAL GROUP, LLP 30 Sep, 2025 3,434 3,434 0.00% $245,531.00
Empirical Asset Management, LLC 30 Sep, 2025 3,079 0 0.00% $220,918.00
RAYMOND JAMES FINANCIAL INC 30 Sep, 2025 3,000 0 0.00% $215,250.00
UBS Group AG 30 Sep, 2025 2,679 2,285 579.95% $192,218.00
MORGAN STANLEY 30 Sep, 2025 2,674 0 0.00% $191,890.00
WELLS FARGO & COMPANY/MN 30 Sep, 2025 1,321 1 0.08% $94,450.00
JPMORGAN CHASE & CO 30 Sep, 2025 450 0 0.00% $33,075.00