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, Q3 2023
Institutional positions in New England Realty Associates Limited Partnership as of Sep 30, 2023. 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
- 13
- 0 vs. Q2 2023
- Shares held
- 88.0K
- −14.0K (−13.7%) vs. Q2 2023
- Total value
- $5.89M
- −$1.54M (−20.7%) vs. Q2 2023
- New holders
- 1
- 2 more added
- Sold out
- 1
- 3 more reduced
Compare with Q2 2023: 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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 11 | $5.53M |
| Q1 2026 | 12 | $6.07M |
| Q4 2025 | 11 | $6.16M |
| Q3 2025 | 13 | $6.30M |
| Q2 2025 | 12 | $5.98M |
| Q1 2025 | 14 | $7.07M |
| Q4 2024 | 14 | $7.07M |
| Q3 2024 | 14 | $6.97M |
| Q2 2024 | 15 | $6.16M |
| Q1 2024 | 14 | $6.80M |
| Q4 2023 | 13 | $6.19M |
| Q3 2023 | 13 | $5.89M |
| Q2 2023 | 13 | $7.43M |
| Q1 2023 | 13 | $6.59M |
| Q4 2022 | 16 | $7.56M |
| Q3 2022 | 12 | $4.24M |
| Q2 2022 | 13 | $4.57M |
| Q1 2022 | 12 | $4.09M |
| Q4 2021 | 13 | $3.15M |
| Q3 2021 | 10 | $4.61M |
| Q2 2021 | 11 | $4.91M |
| Q1 2021 | 10 | $4.20M |
Institutions, Q3 2023
Shares, value and share of portfolio for each institution holding New England Realty Associates Limited Partnership; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Caldwell Sutter Capital, Inc. | 33,639 | $2.24M | 1.24% | −300−0.9% | Reduced |
| Warberg Asset Management LLC | 12,150 | $828.7K | 0.26% | −9,954−45.0% | Reduced |
| LPL Financial LLC | 10,027 | $666.8K | 0.00% | +225+2.3% | Added |
| Epacria Capital Partners, LLC | 7,960 | $544.9K | 0.45% | −1,130−12.4% | Reduced |
| Commonwealth Equity Services, LLC | 5,947 | $395.0K | 0.00% | +22+0.4% | Added |
| Cerity Partners LLC | 5,700 | $379.1K | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 3,540 | $235.4K | 0.00% | 00.0% | Unchanged |
| Morgan Stanley | 3,273 | $217.7K | 0.00% | 00.0% | Unchanged |
| US Financial Advisors, LLC | 3,122 | $207.6K | 0.09% | 00.0% | Unchanged |
| Wells Fargo & Company | 1,321 | $90.4K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 660 | $44.0K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 450 | $30.6K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 172 | $11.4K | 0.00% | +172 | New |
| Raymond James & Associates | 0 | $0 | 0.00% | −3,000−100.0% | Sold out |