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New England Realty Associates Limited Partnership

NEN
Exchange
NYSE
Industry
Operators of Apartment Buildings
SEC CIK
0000746514

No open-market purchases or sales by New England Realty Associates Limited Partnership insiders were filed in the last 90 days; 11 institutions reported holding it in 13F filings for Q2 2026, worth $5.53M in total; no superinvestor holds it.

13F holders, Q2 2026

Institutional positions in New England Realty Associates Limited Partnership as of Jun 30, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
11
−1 vs. Q1 2026
Shares held
94.2K
−6.18K (−6.2%) vs. Q1 2026
Total value
$5.53M
−$548.3K (−9.0%) vs. Q1 2026
New holders
0
2 more added
Sold out
1
4 more reduced

Compare with Q1 2026: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting NEN on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ2 2026: 11 institutions
Q1 2021: 10 institutionsQ2 2021: 11 institutionsQ3 2021: 10 institutionsQ4 2021: 13 institutionsQ1 2022: 12 institutionsQ2 2022: 13 institutionsQ3 2022: 12 institutionsQ4 2022: 16 institutionsQ1 2023: 13 institutionsQ2 2023: 13 institutionsQ3 2023: 13 institutionsQ4 2023: 13 institutionsQ1 2024: 14 institutionsQ2 2024: 15 institutionsQ3 2024: 14 institutionsQ4 2024: 14 institutionsQ1 2025: 14 institutionsQ2 2025: 12 institutionsQ3 2025: 13 institutionsQ4 2025: 11 institutionsQ1 2026: 12 institutionsQ2 2026: 11 institutions
Value heldQ2 2026: $5.53M
Q1 2021: $4.20MQ2 2021: $4.91MQ3 2021: $4.61MQ4 2021: $3.15MQ1 2022: $4.09MQ2 2022: $4.57MQ3 2022: $4.24MQ4 2022: $7.56MQ1 2023: $6.59MQ2 2023: $7.43MQ3 2023: $5.89MQ4 2023: $6.42MQ1 2024: $7.25MQ2 2024: $6.19MQ3 2024: $7.01MQ4 2024: $7.07MQ1 2025: $7.07MQ2 2025: $5.98MQ3 2025: $6.33MQ4 2025: $6.16MQ1 2026: $6.07MQ2 2026: $5.53M
Institutions holding NEN and their total value by quarter
QuarterHoldersValue
Q2 202611$5.53M
Q1 202612$6.07M
Q4 202511$6.16M
Q3 202513$6.33M
Q2 202512$5.98M
Q1 202514$7.07M
Q4 202414$7.07M
Q3 202414$7.01M
Q2 202415$6.19M
Q1 202414$7.25M
Q4 202313$6.42M
Q3 202313$5.89M
Q2 202313$7.43M
Q1 202313$6.59M
Q4 202216$7.56M
Q3 202212$4.24M
Q2 202213$4.57M
Q1 202212$4.09M
Q4 202113$3.15M
Q3 202110$4.61M
Q2 202111$4.91M
Q1 202110$4.20M

Institutions, Q2 2026

Shares, value and share of portfolio for each institution holding New England Realty Associates Limited Partnership; share changes are against Q1 2026.

Institutions holding NEN in Q2 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Caldwell Sutter Capital, Inc.29,019$1.70M0.64%00.0%Unchanged
Susquehanna International Group, LLP16,609$974.8K0.00%−923−5.3%Reduced
Warberg Asset Management LLC15,100$886.2K0.26%−2,606−14.7%Reduced
LPL Financial LLC10,027$588.5K0.00%00.0%Unchanged
Epacria Capital Partners, LLC9,942$583.5K0.45%+1,306+15.1%Added
UBS Group AG4,345$255.0K0.00%+64+1.5%Added
Napier Financial, LLC3,122$183.2K0.04%00.0%Unchanged
Morgan Stanley2,873$168.6K0.00%−10.0%Reduced
Royal Bank of Canada1,361$80.0K0.00%−40−2.9%Reduced
Wells Fargo & Company1,321$77.5K0.00%00.0%Unchanged
JPMorgan Chase & Co450$25.6K0.00%00.0%Unchanged
Cerity Partners LLC0$00.00%−3,983−100.0%Sold out