New England Realty Assoc-LPNEN
13F holders, Q1 2024 (March 31)14holders
$71.77avg. 13F price*
At the end of Q1 2024, 14 institutions reported holding New England Realty Assoc-LP (NEN) in their 13F filings. The largest holders were Caldwell Sutter Capital, Inc. ($2.3M), Warberg Asset Management LLC ($1.1M) and LPL Financial LLC ($721K).
- Company
- New England Realty Assoc-LP
- CUSIP
- 644206104
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $221K |
| Exits | 0 | $0 |
Ownership 14 holders
| Caldwell Sutter Capital, Inc. | 1.12% | No change | 32,339 | $2.3M |
| Warberg Asset Management LLC | 5.32% | Add +16.6% | 15,979 | $1.1M |
| LPL Financial LLC | 0.00% | No change | 10,027 | $721K |
| Epacria Capital Partners, LLC | 0.45% | Add +6.9% | 8,636 | $621K |
| Cerity Partners LLC | 0.00% | No change | 5,700 | $410K |
| Commonwealth Equity Services, LLC | 0.00% | Add +1.2% | 4,161 | $299K |
| Bank of America Corp. | 0.00% | No change | 3,540 | $255K |
| US Financial Advisors, LLC | 0.08% | No change | 3,122 | $224K |
| Empirical Asset Management, LLC | 0.11% | New | 3,079 | $221K |
| Raymond James & Associates | 0.00% | No change | 3,000 | $216K |
| Morgan Stanley | 0.00% | Add +0.0% | 2,874 | $207K |
| Wells Fargo & Company | 0.00% | No change | 1,321 | $95K |
| Cwm, LLC | 0.00% | No change | 518 | $37K |
| JPMorgan Chase & Co. | 0.00% | No change | 450 | $32K |
"% 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.