NEN New England Realty Associates
New England Realty Associates (NEN) Institutional Ownership
What the institutions did with NEN last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended June 30, 2026.
Every manager below opens. Subscribers can see any firm's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.
Sign in or subscribeLargest holders
| Manager | Shares | % of reported |
|---|---|---|
| CALDWELL SUTTER CAPITAL, INC. | 29.0K | 30.8% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 16.6K | 17.6% |
| Warberg Asset Management LLC | 15.1K | 16.0% |
| LPL Financial LLC | 10.0K | 10.6% |
| EPACRIA CAPITAL PARTNERS, LLC | 9.9K | 10.6% |
| UBS Group AG | 4.3K | 4.6% |
| Napier Financial, LLC | 3.1K | 3.3% |
| MORGAN STANLEY | 2.9K | 3.1% |
| ROYAL BANK OF CANADA | 1.4K | 1.4% |
| WELLS FARGO & COMPANY/MN | 1.3K | 1.4% |
| JPMORGAN CHASE & CO | 450 | 0.5% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| Cerity Partners LLC | Sold Out | 4.0K | 0 | -4.0K |
| Warberg Asset Management LLC | Reduced | 17.7K | 15.1K | -2.6K |
| EPACRIA CAPITAL PARTNERS, LLC | Increased | 8.6K | 9.9K | +1.3K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | 17.5K | 16.6K | -923 |
| UBS Group AG | Increased | 4.3K | 4.3K | +64 |
| ROYAL BANK OF CANADA | Reduced | 1.4K | 1.4K | -40 |
| MORGAN STANLEY | Reduced | 2.9K | 2.9K | -1 |
13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.