New England Realty Assoc-LPNEN
13F holders, Q1 2025 (March 31)14holders
0new positions
0sold out
$81.50avg. 13F price*
At the end of Q1 2025, 14 institutions reported holding New England Realty Assoc-LP (NEN) in their 13F filings, unchanged from Q4 2024. 0 opened new positions and 0 sold out. The largest holders were Caldwell Sutter Capital, Inc. ($2.5M), LPL Financial LLC ($818K) and Warberg Asset Management LLC ($785K).
- Company
- New England Realty Assoc-LP
- CUSIP
- 644206104
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 0 | $0 |
All 13F filers, Q4 2024 → Q1 2025: 623 shares bought and 1,730 shares sold, net −1,107 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 14 holders
| Caldwell Sutter Capital, Inc. | 1.18% | Add +0.2% | 30,426 | $2.5M |
| LPL Financial LLC | 0.00% | No change | 10,027 | $818K |
| Warberg Asset Management LLC | 3.33% | Reduce -15.2% | 9,649 | $785K |
| Epacria Capital Partners, LLC | 0.58% | No change | 8,636 | $703K |
| Cerity Partners LLC | 0.00% | No change | 5,700 | $465K |
| Commonwealth Equity Services, LLC | 0.00% | Add +1.7% | 4,873 | $397K |
| US Financial Advisors, LLC | 0.08% | No change | 3,122 | $255K |
| Empirical Asset Management, LLC | 0.09% | No change | 3,079 | $251K |
| Raymond James Financial Inc. | 0.00% | No change | 3,000 | $245K |
| Susquehanna International Group, LLP | 0.00% | Add +9.5% | 2,945 | $240K |
| Morgan Stanley | 0.00% | Add +0.0% | 2,874 | $234K |
| Wells Fargo & Company | 0.00% | No change | 1,321 | $108K |
| UBS Group AG | 0.00% | Add +53.0% | 673 | $55K |
| JPMorgan Chase & Co. | 0.00% | No change | 450 | $37K |
"% 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.