Who Owns NEN?
New England Realty Associates Limited Partnership — Institutional Ownership & 13F Holdings
$59.99
-2.00 (-3.23%)
Market Cap
$220.5M
Shares Outstanding
3,496,741
Institutional Holders
14
Total Inst. Value
$7.1M
% of Float Held
—
QoQ Holder Change
+5
Institutional data as of Q1 2025
New Positions
2
Closed Positions
1
Increased
4
Decreased
1
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | CALDWELL SUTTER CAPITAL, INC.New | $2.5M | 30,426 |
| 2 | LPL Financial LLC | $818K | 10,027 |
| 3 | Warberg Asset Management LLC | $785K | 9,649 |
| 4 | EPACRIA CAPITAL PARTNERS, LLC | $703K | 8,636 |
| 5 | Cerity Partners LLC | $465K | 5,700 |
| 6 | COMMONWEALTH EQUITY SERVICES, LLC | $397K | 4,873 |
| 7 | US FINANCIAL ADVISORS, LLC | $255K | 3,122 |
| 8 | Empirical Asset Management, LLCNew | $251K | 3,079 |
| 9 | RAYMOND JAMES FINANCIAL INC | $245K | 3,000 |
| 10 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $240K | 2,945 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| CALDWELL SUTTER CAPITAL, INC.New | +30K | $2.5M |
| COMMONWEALTH EQUITY SERVICES, LLC | +83 | $397K |
| Empirical Asset Management, LLCNew | +3K | $251K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | +256 | $240K |
| MORGAN STANLEY | +1 | $233K |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| Warberg Asset Management LLC | -2K | $785K |
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Frequently Asked Questions
How many institutional investors hold NEN?
As of Q1 2025, 14 institutional investors report holding NEN (New England Realty Associates Limited Partnership) in their 13F filings.
Which hedge fund owns the most NEN?
The largest institutional holder of NEN is CALDWELL SUTTER CAPITAL, INC. with $2.5M in shares.
Are institutions buying or selling NEN?
This quarter, 2 institutions opened new positions in NEN and 1 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.