NEN · New England Realty Associates Limited Partnership · Shareholders & Ownership
Every disclosed holder of NEN in one list: 13F institutions, Schedule 13D and 13G filers, insiders (Forms 3, 4 and 5) and registered funds, each from its own latest filing. Holders nest by CIK and SEC reporting links, never by name, and each is summed once.
Who Owns NEN
13F quarter Jun 30, 2026No chart: the summed disclosures exceed shares outstanding, so they are not parts of one whole.
| Holder group | Shares | % Out |
|---|---|---|
| Institutional (13F) | 94,169 | 82.29% |
| Insiders (Forms 3, 4, 5) | 0 | 0.00% |
| 13D/G-only blocks | 878,529 | 767.69% |
| Remaining | 858,260 | -749.98% |
| Registered funds (N-PORT, not summed) | 0 | 0.00% |
Shares outstanding: 114,438, the issuer's latest cover-page count restated onto today's split basis.
Insiders are listed but not summed: the issuer has more than one class of common stock and Forms 3, 4 and 5 report one issuer-wide balance across them.
Remaining is negative: the summed disclosures exceed shares outstanding, as when filings are dated at different times or holders that do not disclose their links count the same shares. It is flagged, not clipped.
13D/G-only counts each filer's latest 13D or 13G that no 13F report of the listing contains, that names no 13F filer and that no counted insider files. Funds are never summed: their shares sit inside their advisers' 13F reports.
Holders of NEN
| # | Holder | Shares | As of | Notes |
|---|---|---|---|---|
| 1 |
CALDWELL SUTTER CAPITAL, INC.
13F
CIK 702007 · Registered investment adviser · Jun 30, 2026
|
29,019 | ||
| 2 |
Brown Jameson Pruitt
Insider
CIK 1814042 · Sep 30, 2026
Director, TREASURER, 10% Owner, issuer-wide, not summed
|
16,894 | ||
| 2.1 |
|
878,529 | ||
| 3 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP
13F
CIK 1446194 · Unknown · Jun 30, 2026
|
16,609 | ||
| 4 |
Warberg Asset Management LLC
13F
CIK 1597506 · Unknown · Jun 30, 2026
|
15,100 | ||
| 5 |
LPL Financial LLC
13F
CIK 1403438 · Broker-dealer · Jun 30, 2026
|
10,027 | ||
| 6 |
EPACRIA CAPITAL PARTNERS, LLC
13F
CIK 1927623 · Unknown · Jun 30, 2026
|
9,942 | ||
| 7 |
|
5,775 | ||
| 8 |
UBS Group AG
13F
CIK 1610520 · Bank · Jun 30, 2026
|
4,345 | ||
| 9 |
Napier Financial, LLC
13F
CIK 2086579 · Unknown · Jun 30, 2026
|
3,122 | ||
| 10 |
MORGAN STANLEY
13F
CIK 895421 · Holding company · Jun 30, 2026
|
2,873 | ||
| 11 |
ROYAL BANK OF CANADA
13F
CIK 1000275 · Bank · Jun 30, 2026
|
1,361 | ||
| 12 |
WELLS FARGO & COMPANY/MN
13F
CIK 72971 · Bank · Jun 30, 2026
|
1,321 | ||
| 13 |
JPMORGAN CHASE & CO
13F
CIK 19617 · Bank · Jun 30, 2026
|
450 |
Shares are restated onto today's split basis. Change compares each row with the same holder's previous filing in the same source; a dash means there is none to compare. Nested 13D/G, insider and fund rows are not summed, since a 13F report already holds them.