New England Realty Assoc-LPNEN
13F holders, Q4 2025 (December 31)11holders −2
0new positions
2sold out
$64.50avg. 13F price*
At the end of Q4 2025, 11 institutions reported holding New England Realty Assoc-LP (NEN) in their 13F filings, down 2 from Q3 2025. 0 opened new positions and 2 sold out. The largest holders were Caldwell Sutter Capital, Inc. ($1.9M), Warberg Asset Management LLC ($1.1M) and Susquehanna International Group, LLP ($963K).
- Company
- New England Realty Assoc-LP
- CUSIP
- 644206104
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 2 | $436K |
All 13F filers, Q3 2025 → Q4 2025: 17,136 shares bought and 9,322 shares sold, net +7,814 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 11 holders
| Caldwell Sutter Capital, Inc. | 0.79% | Reduce -4.0% | 29,019 | $1.9M |
| Warberg Asset Management LLC | 3.50% | Add +49.3% | 17,041 | $1.1M |
| Susquehanna International Group, LLP | 0.00% | Add +334.8% | 14,931 | $963K |
| LPL Financial LLC | 0.00% | No change | 10,027 | $647K |
| Epacria Capital Partners, LLC | 0.44% | No change | 8,636 | $557K |
| Commonwealth Equity Services, LLC | 0.00% | Add +0.3% | 4,907 | $317K |
| Cerity Partners LLC | 0.00% | Reduce -30.1% | 3,983 | $257K |
| Morgan Stanley | 0.00% | No change | 2,874 | $185K |
| UBS Group AG | 0.00% | Reduce -11.9% | 2,360 | $152K |
| Wells Fargo & Company | 0.00% | No change | 1,321 | $85K |
| JPMorgan Chase & Co. | 0.00% | No change | 450 | $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.