Who owns NEW ENGLAND REALTY ASSOCIATES LIMITED PARTNERSHIP?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of NEN from SEC Form 13F filings across 11 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 11 institutions disclosed 94,169 shares of NEW ENGLAND REALTY ASSOCIATES LIMITED PARTNERSHIP worth $5.5M — about 2.7% of shares outstanding; the largest disclosed holder is CALDWELL SUTTER CAPITAL, INC.. Source: SEC Form 13F filings, parsed by EvidInvest.
11
13F holders
$5.5M
value, 2026 filers
2.7%
of shares outstanding (94,169 sh)
0
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of NEN's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | CALDWELL SUTTER CAPITAL, INC. | 29,019 | $1.7M | 0.6% | 0.8% | 0.0% |
| 2 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 16,609 | $974,782 | 0.0% | 0.5% | -5.3% |
| 3 | Warberg Asset Management LLC | 15,100 | $886,219 | 0.2% | 0.4% | -14.7% |
| 4 | LPL Financial LLC | 10,027 | $588,485 | 0.0% | 0.3% | 0.0% |
| 5 | EPACRIA CAPITAL PARTNERS, LLC | 9,942 | $583,496 | 0.5% | 0.3% | +15.1% |
| 6 | UBS Group AG | 4,345 | $255,008 | 0.0% | 0.1% | +1.5% |
| 7 | Napier Financial, LLC | 3,122 | $183,230 | 0.0% | 0.1% | 0.0% |
| 8 | MORGAN STANLEY | 2,873 | $168,616 | 0.0% | 0.1% | 0.0% |
| 9 | ROYAL BANK OF CANADA | 1,361 | $80,000 | 0.0% | 0% | -2.9% |
| 10 | WELLS FARGO & COMPANY/MN | 1,321 | $77,503 | 0.0% | 0% | 0.0% |
| 11 | JPMORGAN CHASE & CO | 450 | $25,600 | 0.0% | 0% | 0.0% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.