NEW ENGLAND REALTY ASSOC-LP (NEN) Top Institutional Shareholders
NEW ENGLAND REALTY ASSOC-LP (NEN) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $6.03M in NEN holdings during the latest filing period.
Caldwell Sutter Capital, Inc. is currently the largest disclosed institutional shareholder of NEN tracked by InsiderSet, reporting ownership valued at approximately $1.75M in its March 31, 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 $1.70M, representing an estimated loss of -2.84% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 99% 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
$6.03M
Largest Holder
Caldwell Sutter Capital, Inc.
Largest Position
$1.75M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 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. | 0.71% | 29,019 | $1,747,234 | $1,697,612 | -$49,623 | -2.84% | |
| Warberg Asset Management Llc | 0.31% | 17,706 | $1,073,072 | $1,035,801 | -$37,271 | -3.47% | |
| Susquehanna International Group, Llp | 0.00% | 17,532 | $1,070,329 | $1,025,622 | -$44,707 | -4.18% | |
| Lpl Financial Llc | 0.00% | 10,027 | $603,726 | $586,580 | -$17,147 | -2.84% | |
| Epacria Capital Partners, Llc | 0.41% | 8,636 | $527,228 | $505,206 | -$22,022 | -4.18% | |
| Ubs Group Ag | 0.00% | 4,281 | $257,759 | $250,439 | -$7,321 | -2.84% | |
| Cerity Partners Llc | 0.00% | 3,983 | $239,816 | $233,006 | -$6,811 | -2.84% | |
| Napier Financial, Llc | 0.04% | 3,122 | $187,975 | $182,637 | -$5,338 | -2.84% | |
| Morgan Stanley | 0.00% | 2,674 | $161,048 | $156,429 | -$4,619 | -2.87% | |
| Royal Bank Of Canada | 0.00% | 1,401 | $86,000 | $81,959 | -$4,042 | -4.70% | |
| Wells Fargo & Company/Mn | 0.00% | 1,321 | $80,639 | $77,279 | -$3,361 | -4.17% |
Frequently asked questions about NEN
Who owns the most NEN stock?
The largest holders of NEN are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for NEW ENGLAND REALTY ASSOC-LP (NEN).
Is NEN widely held by superinvestors?
Many widely followed stocks like NEN appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly NEN is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.