NEN Institutional Ownership & Shareholders
NEW ENGLAND REALTY ASSOC-LP (NEN) is currently held by 11 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $5.66M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Caldwell Sutter Capital, Inc. is currently the largest disclosed institutional shareholder of NEN tracked by InsiderSet, reporting ownership valued at approximately $1.70M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $1.31M, representing an estimated loss of -22.92% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 100% of the total disclosed NEN value among the investors covered in this analysis. Major shareholders include Caldwell Sutter Capital, Inc., Warberg Asset Management Llc, Susquehanna International Group, Llp, and several other long-term asset managers with concentrated positions in NEW ENGLAND REALTY ASSOC-LP (NEN).
This page ranks the largest institutional NEN shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
11
Total Reported Value
$5.66M
Largest Holder
Caldwell Sutter Capital, Inc.
Largest Position
$1.70M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
13
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Caldwell Sutter Capital, Inc. | 0.64% | 29,019 | $1,703,125 | $1,312,820 | -$390,305 | -22.92% | |
| Warberg Asset Management Llc | 0.23% | 19,690 | $1,034,491 | $890,776 | -$143,715 | -13.89% | |
| Susquehanna International Group, Llp | 0.00% | 16,609 | $974,782 | $751,391 | -$223,391 | -22.92% | |
| Lpl Financial Llc | 0.00% | 10,027 | $588,485 | $453,621 | -$134,864 | -22.92% | |
| Epacria Capital Partners, Llc | 0.45% | 9,942 | $583,496 | $449,776 | -$133,720 | -22.92% | |
| Ubs Group Ag | 0.00% | 4,345 | $255,008 | $196,568 | -$58,440 | -22.92% | |
| Napier Financial, Llc | 0.04% | 3,122 | $183,230 | $141,239 | -$41,991 | -22.92% | |
| Morgan Stanley | 0.00% | 2,673 | $156,878 | $120,927 | -$35,951 | -22.92% | |
| Royal Bank Of Canada | 0.00% | 1,361 | $80,000 | $61,572 | -$18,428 | -23.04% | |
| Wells Fargo & Company/Mn | 0.00% | 1,321 | $77,503 | $59,762 | -$17,741 | -22.89% | |
| Jpmorgan Chase & Co | 0.00% | 450 | $25,600 | $20,358 | -$5,242 | -20.48% |
Frequently asked questions about NEN
Who are the largest institutional holders of NEN?
The largest institutional holders of NEN reported in the latest SEC Form 13F filings include Caldwell Sutter Capital, Inc., Warberg Asset Management Llc, Susquehanna International Group, Llp, Lpl Financial Llc, and Epacria Capital Partners, Llc. InsiderSet ranks institutional holders by their latest reported NEN position.
What is NEN institutional ownership?
This page tracks NEN positions reported by institutional investment managers through SEC Form 13F. NEW ENGLAND REALTY ASSOC-LP (NEN) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own NEN?
InsiderSet currently tracks 11 institutional managers reporting NEN holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of NEN shareholders.
How much NEN stock do institutions own?
Institutional investment managers disclosed approximately $5.66M in NEN holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was NEN institutional ownership last updated?
The latest NEN institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional NEN holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its NEN position after the reporting date.
Are institutions buying or selling NEN?
Institutional buying and selling can be analyzed by comparing NEN positions across consecutive 13F reporting periods. InsiderSet's NEN Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View NEN ownership changes.
How has NEN institutional ownership changed over time?
InsiderSet tracks NEN institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.