New England Realty Assoc-LPNEN
13F holders, Q2 2025 (June 30)12holders −2
0new positions
1sold out
$73.10avg. 13F price*
At the end of Q2 2025, 12 institutions reported holding New England Realty Assoc-LP (NEN) in their 13F filings, down 2 from Q1 2025. 0 opened new positions and 1 sold out. The largest holders were Caldwell Sutter Capital, Inc. ($2.2M), Warberg Asset Management LLC ($784K) and LPL Financial LLC ($768K).
- Company
- New England Realty Assoc-LP
- CUSIP
- 644206104
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 1 | $240K |
All 13F filers, Q1 2025 → Q2 2025: 1,568 shares bought and 3,425 shares sold, net −1,857 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 12 holders
| Caldwell Sutter Capital, Inc. | 1.01% | Reduce -0.7% | 30,226 | $2.2M |
| Warberg Asset Management LLC | 3.33% | Add +11.2% | 10,730 | $784K |
| LPL Financial LLC | 0.00% | Add +4.8% | 10,503 | $768K |
| Epacria Capital Partners, LLC | 0.53% | No change | 8,636 | $631K |
| Cerity Partners LLC | 0.00% | No change | 5,700 | $417K |
| Commonwealth Equity Services, LLC | 0.00% | Add +0.2% | 4,884 | $357K |
| Empirical Asset Management, LLC | 0.07% | No change | 3,079 | $225K |
| Raymond James Financial Inc. | 0.00% | No change | 3,000 | $219K |
| Morgan Stanley | 0.00% | No change | 2,874 | $210K |
| Wells Fargo & Company | 0.00% | Reduce -0.1% | 1,320 | $97K |
| JPMorgan Chase & Co. | 0.00% | No change | 450 | $33K |
| UBS Group AG | 0.00% | Reduce -41.5% | 394 | $29K |
"% 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.