New England Realty Assoc-LPNEN
13F holders, Q1 2026 (March 31)12holders +1
2new positions
1sold out
$60.53avg. 13F price*
At the end of Q1 2026, 12 institutions reported holding New England Realty Assoc-LP (NEN) in their 13F filings, up 1 from Q4 2025. 2 opened new positions and 1 sold out. The largest holders were Caldwell Sutter Capital, Inc. ($1.7M), Warberg Asset Management LLC ($1.1M) and Susquehanna International Group, LLP ($1.1M).
- Company
- New England Realty Assoc-LP
- CUSIP
- 644206104
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $274K |
| Exits | 1 | $317K |
All 13F filers, Q4 2025 → Q1 2026: 9,710 shares bought and 4,907 shares sold, net +4,803 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 12 holders
| Caldwell Sutter Capital, Inc. | 0.71% | No change | 29,019 | $1.7M |
| Warberg Asset Management LLC | 2.21% | Add +3.9% | 17,706 | $1.1M |
| Susquehanna International Group, LLP | 0.00% | Add +17.4% | 17,532 | $1.1M |
| LPL Financial LLC | 0.00% | No change | 10,027 | $604K |
| Epacria Capital Partners, LLC | 0.41% | No change | 8,636 | $527K |
| UBS Group AG | 0.00% | Add +81.4% | 4,281 | $258K |
| Cerity Partners LLC | 0.00% | No change | 3,983 | $240K |
| Napier Financial, LLC | 0.04% | New | 3,122 | $188K |
| Morgan Stanley | 0.00% | No change | 2,874 | $173K |
| Royal Bank of Canada | 0.00% | New | 1,401 | $86K |
| Wells Fargo & Company | 0.00% | No change | 1,321 | $81K |
| JPMorgan Chase & Co. | 0.00% | No change | 450 | $27K |
"% 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.