New England Realty Assoc-LPNEN
13F holders, Q3 2025 (September 30)13holders +1
1new positions
0sold out
$71.80avg. 13F price*
At the end of Q3 2025, 13 institutions reported holding New England Realty Assoc-LP (NEN) in their 13F filings, up 1 from Q2 2025. 1 opened new positions and 0 sold out. The largest holders were Caldwell Sutter Capital, Inc. ($2.2M), Warberg Asset Management LLC ($826K) and LPL Financial LLC ($719K).
- Company
- New England Realty Assoc-LP
- CUSIP
- 644206104
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $246K |
| Exits | 0 | $0 |
All 13F filers, Q2 2025 → Q3 2025: 6,415 shares bought and 476 shares sold, net +5,939 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 13 holders
| Caldwell Sutter Capital, Inc. | 0.93% | No change | 30,226 | $2.2M |
| Warberg Asset Management LLC | 2.97% | Add +6.4% | 11,414 | $826K |
| LPL Financial LLC | 0.00% | Reduce -4.5% | 10,027 | $719K |
| Epacria Capital Partners, LLC | 0.50% | No change | 8,636 | $617K |
| Cerity Partners LLC | 0.00% | No change | 5,700 | $409K |
| Commonwealth Equity Services, LLC | 0.00% | Add +0.2% | 4,895 | $351K |
| Susquehanna International Group, LLP | 0.00% | New | 3,434 | $246K |
| Empirical Asset Management, LLC | 0.06% | No change | 3,079 | $221K |
| Raymond James Financial Inc. | 0.00% | No change | 3,000 | $215K |
| Morgan Stanley | 0.00% | No change | 2,874 | $206K |
| UBS Group AG | 0.00% | Add +580.0% | 2,679 | $192K |
| Wells Fargo & Company | 0.00% | Add +0.1% | 1,321 | $94K |
| JPMorgan Chase & Co. | 0.00% | No change | 450 | $33K |
"% 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.