New England Realty Assoc-LPNEN
13F holders, Q2 2026 (June 30)11holders −1
0new positions
1sold out
$58.68avg. 13F price*
At the end of Q2 2026, 11 institutions reported holding New England Realty Assoc-LP (NEN) in their 13F filings, down 1 from Q1 2026. 0 opened new positions and 1 sold out. The largest holders were Caldwell Sutter Capital, Inc. ($1.7M), Susquehanna International Group, LLP ($975K) and Warberg Asset Management LLC ($886K).
- Company
- New England Realty Assoc-LP
- CUSIP
- 644206104
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 1 | $240K |
All 13F filers, Q1 2026 → Q2 2026: 1,370 shares bought and 7,553 shares sold, net −6,183 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 11 holders
| Caldwell Sutter Capital, Inc. | 0.64% | No change | 29,019 | $1.7M |
| Susquehanna International Group, LLP | 0.00% | Reduce -5.3% | 16,609 | $975K |
| Warberg Asset Management LLC | 1.46% | Reduce -14.7% | 15,100 | $886K |
| LPL Financial LLC | 0.00% | No change | 10,027 | $588K |
| Epacria Capital Partners, LLC | 0.45% | Add +15.1% | 9,942 | $583K |
| UBS Group AG | 0.00% | Add +1.5% | 4,345 | $255K |
| Napier Financial, LLC | 0.04% | No change | 3,122 | $183K |
| Morgan Stanley | 0.00% | Reduce -0.0% | 2,873 | $169K |
| Royal Bank of Canada | 0.00% | Reduce -2.9% | 1,361 | $80K |
| Wells Fargo & Company | 0.00% | No change | 1,321 | $78K |
| JPMorgan Chase & Co. | 0.00% | No change | 450 | $26K |
"% of holder's portfolio" is NEN's weight in each manager's 13F, not the share of New England Realty Assoc-LP the manager owns.