New England Realty Assoc-LPNEN
13F holders, Q4 2024 (December 31)14holders
0new positions
0sold out
$80.41avg. 13F price*
At the end of Q4 2024, 14 institutions reported holding New England Realty Assoc-LP (NEN) in their 13F filings, unchanged from Q3 2024. 0 opened new positions and 0 sold out. The largest holders were Caldwell Sutter Capital, Inc. ($2.4M), Warberg Asset Management LLC ($930K) and LPL Financial LLC ($799K).
- Company
- New England Realty Assoc-LP
- CUSIP
- 644206104
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 0 | $0 |
All 13F filers, Q3 2024 → Q4 2024: 2,089 shares bought and 651 shares sold, net +1,438 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 14 holders
| Caldwell Sutter Capital, Inc. | 1.13% | No change | 30,376 | $2.4M |
| Warberg Asset Management LLC | 3.67% | Add +14.9% | 11,379 | $930K |
| LPL Financial LLC | 0.00% | No change | 10,027 | $799K |
| Epacria Capital Partners, LLC | 0.61% | No change | 8,636 | $714K |
| Cerity Partners LLC | 0.00% | No change | 5,700 | $454K |
| Commonwealth Equity Services, LLC | 0.00% | Add +14.6% | 4,790 | $382K |
| US Financial Advisors, LLC | 0.08% | No change | 3,122 | $249K |
| Empirical Asset Management, LLC | 0.08% | No change | 3,079 | $245K |
| Raymond James Financial Inc. | 0.00% | — | 3,000 | $239K |
| Morgan Stanley | 0.00% | Reduce -0.0% | 2,873 | $229K |
| Susquehanna International Group, LLP | 0.00% | Reduce -14.3% | 2,689 | $222K |
| Wells Fargo & Company | 0.00% | No change | 1,321 | $109K |
| JPMorgan Chase & Co. | 0.00% | No change | 450 | $37K |
| UBS Group AG | 0.00% | Reduce -31.5% | 440 | $35K |
"% 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.