NEN · New England Realty Associates Limited Partnership
$57.00
+0.50 (+0.88%)
At close · Jul 28
Market Cap
$6.56M
Shares
115,034
Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.
Holders: 12
Total Value: $6,126,485
Total Shares: 100,352
Institutional Ownership Trend
25 quarters
Holder Concentration
Across 12 13F filers · Δ vs Dec 31, 2025Top Holder
28.9%
−1.5 pts
Top 5
82.6%
−0.7 pts
Top 10
98.2%
−1.3 pts
HHI
1,682
Moderately concentrated−55
Quarterly Activity
vs Dec 31, 2025
New
2
Increased
3
Decreased
0
Sold Out
1
Unchanged
7
Holder count:
+1
Institutional value:
-0.6%
Shares held:
+5.0%
Top Buyers
vs Dec 31, 2025| Institution | Added | Now Holds | Open |
|---|---|---|---|
| Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP | +2,601 | 17,532 | |
| Mega UBS Group AG | +1,921 | 4,281 | |
| Micro Warberg Asset Management LLC | +665 | 17,706 |
Top Sellers
vs Dec 31, 2025No qualifying movers this quarter.
Top New Positions
vs Dec 31, 2025| Institution | Acquired | Value (USD) | Open |
|---|---|---|---|
| Micro Napier Financial, LLC | 3,122 | $190,598 | |
| Mega ROYAL BANK OF CANADA | 1,401 | $85,531 |
Top Sold-Out Positions
vs Dec 31, 2025| Institution | Previously Held | Last Value (USD) | Open |
|---|---|---|---|
| Large COMMONWEALTH EQUITY SERVICES, LLC | 4,907 | $316,501 |
| Holder | Value (USD) | % of 13F | Shares | Type | Discretion | Filed | Open | |||
|---|---|---|---|---|---|---|---|---|---|---|
| Small CALDWELL SUTTER CAPITAL, INC. | $1,771,609 | 28.92% | 29,019 | Shares | Sole | 2026-05-06 | ||||
| Micro Warberg Asset Management LLC | $1,080,951 | 17.64% | 17,706 | Shares | Sole | 2026-05-07 | ||||
| Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1,070,328 | 17.47% | 17,532 | Shares | Other | 2026-05-15 | ||||
| Mega LPL Financial LLC | $612,148 | 9.99% | 10,027 | Shares | Sole | 2026-05-06 | ||||
| Micro EPACRIA CAPITAL PARTNERS, LLC | $527,227 | 8.61% | 8,636 | Shares | Sole | 2026-05-15 | ||||
| Mega UBS Group AG | $261,355 | 4.27% | 4,281 | Shares | Defined | 2026-05-05 | ||||
| Large Cerity Partners LLC | $243,162 | 3.97% | 3,983 | Shares | Sole | 2026-05-15 | ||||
| Micro Napier Financial, LLC | $190,598 | 3.11% | 3,122 | Shares | Sole | 2026-05-05 | ||||
| Mega MORGAN STANLEY | $175,457 | 2.86% | 2,874 | Shares | Defined | 2026-05-15 | ||||
| Mega ROYAL BANK OF CANADA Bank | $85,531 | 1.40% | 1,401 | Shares | Defined | 2026-05-15 | ||||
| Mega WELLS FARGO & COMPANY/MN | $80,647 | 1.32% | 1,321 | Shares | Defined | 2026-05-11 | ||||
| Mega JPMORGAN CHASE & CO | $27,472 | 0.45% | 450 | Shares | Defined | 2026-05-13 | ||||
| No holders match your search. | ||||||||||