Who Owns New England Realty Associates Limited Partnership (NEN)?Hedge Fund & Institutional Holders
Institutional Holders
16
as of Q4 2025
Total Institutional Value
$18711099557145600.0T
% of Float Held
—
QoQ Change in Holders
+3 / -2
Price History
NEN — Biggest New Institutional Buyers This Quarter
| Fund | Action | Shares Added | Value Added |
|---|---|---|---|
| CALDWELL SUTTER CAPITAL, INC. | New Position | +29K | +$1.9M |
| Cerity Partners LLC | New Position | +4K | +$0 |
| COMMONWEALTH EQUITY SERVICES, LLC | New Position | +5K | +$0 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Increased | +11K | +$-245.5M |
| Warberg Asset Management LLC | Increased | +6K | +$-824.9M |
NEN — Institutions Reducing or Closing Positions
| Fund | Action | Shares Sold | Value Sold |
|---|---|---|---|
| Empirical Asset Management, LLC | Closed Position | -3K | -$220.9M |
| RAYMOND JAMES FINANCIAL INC | Closed Position | -3K | -$215.3M |
| UBS Group AG | Decreased | -319 | -$192.1M |
Top Institutional Holders(Q4 2025)
| # | Fund | Shares | Value | % of Portfolio | Type |
|---|---|---|---|---|---|
| 1 | CALDWELL SUTTER CAPITAL, INC. | 29,019 | $1.9M | 0.79% | Share |
| 2 | Warberg Asset Management LLC | 17,041 | $1.1M | 0.13% | Share |
| 3 | EPACRIA CAPITAL PARTNERS, LLC | 8,636 | $557K | 0.44% | Share |
| 4 | UBS Group AG | 2,260 | $145K | 0.00% | Share |
| 5 | UBS Group AG | 100 | $6K | 0.00% | Share |
| 6 | COMMONWEALTH EQUITY SERVICES, LLC | 4,907 | $0 | 0.00% | Share |
| 7 | Cerity Partners LLC | 3,983 | $0 | 0.00% | Share |
| 8 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 14,931 | $0 | 0.00% | Share |
| 9 | LPL Financial LLC | 10,027 | $0 | 0.00% | Share |
| 10 | MORGAN STANLEY | 100 | $0 | 0.00% | Share |
| 11 | MORGAN STANLEY | 100 | $0 | 0.00% | Share |
| 12 | MORGAN STANLEY | 100 | $0 | 0.00% | Share |
| 13 | MORGAN STANLEY | 1 | $0 | 0.00% | Share |
| 14 | MORGAN STANLEY | 2,573 | $0 | 0.00% | Share |
| 15 | JPMORGAN CHASE & CO | 450 | $0 | 0.00% | Share |
| 16 | WELLS FARGO & COMPANY/MN | 1,321 | $0 | 0.00% | Share |
NEN Institutional Ownership History
| Quarter | Holders | Total Value | Change |
|---|---|---|---|
| Q4 2025 | 11 | $3.7M | +1 |
| Q3 2025 | 10 | $3.4B | +0 |
| Q2 2025 | 10 | $4.4B | -4 |
| Q1 2025 | 14 | $6.7B | +1 |
| Q4 2024 | 13 | $4.0B | +3 |
| Q3 2024 | 10 | $1.5T | +0 |
| Q2 2024 | 10 | $1.1T | +1 |
| Q1 2024 | 9 | $1.3T | — |
Similar Stocks by Institutional Ownership
As of Q4 2025, 16 institutional investors hold NEN (New England Realty Associates Limited Partnership). The largest holder is CALDWELL SUTTER CAPITAL, INC. with $1.9M in shares. This quarter, 3 institutions opened new positions and 2 closed their positions.
Frequently Asked Questions
How many hedge funds own NEN?
As of Q4 2025, 16 institutional investors report holding NEN (New England Realty Associates Limited Partnership) in their 13F filings.
Who is the largest institutional holder of NEN?
The largest institutional holder of NEN is CALDWELL SUTTER CAPITAL, INC. with $1.9M in shares.
Is institutional ownership of NEN increasing or decreasing?
This quarter, 3 institutions opened new positions in NEN and 2 closed their positions.