NEW ENGLAND REALTY ASSOC-LP (NEN) Institutional Ownership Changes & 13F Activity

NEW ENGLAND REALTY ASSOC-LP (NEN). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q4 2025). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Caldwell Sutter Capital, Inc., Warberg Asset Management Llc, Susquehanna International Group, Llp, Lpl Financial Llc, and Epacria Capital Partners, Llc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Susquehanna International Group, LlpBuy+14,931—14,931$963.05KQ4 2025Feb 17, 2026
Epacria Capital Partners, LlcBuy+8,636—8,636$557.02KQ4 2025Feb 17, 2026
Warberg Asset Management LlcBuy+17,041—17,041$1.10MQ4 2025Feb 13, 2026
Morgan StanleyBuy+2,674—2,674$172.53KQ4 2025Feb 13, 2026
Wells Fargo & Company/MnBuy+1,321—1,321$85.22KQ4 2025Feb 13, 2026
Commonwealth Equity Services, LlcBuy+4,907—4,907$316.51KQ4 2025Feb 12, 2026
Lpl Financial LlcBuy+10,027—10,027$646.74KQ4 2025Feb 11, 2026
Cerity Partners LlcBuy+3,983—3,983$256.90KQ4 2025Feb 11, 2026
Jpmorgan Chase & CoBuy+450—450$29.02KQ4 2025Feb 11, 2026
Caldwell Sutter Capital, Inc.Buy+29,019—29,019$1.87MQ4 2025Jan 30, 2026
Ubs Group AgBuy+2,360—2,360$152.22KQ4 2025Jan 29, 2026
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Frequently asked questions about NEN activity

  • Which institutional owners are buying NEN?

    Institutional owners buying NEN include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in NEN activity?

    "Buy" means an investor increased their reported position in NEN compared to the prior reporting period. This reflects growing exposure to NEW ENGLAND REALTY ASSOC-LP (NEN) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in NEN increasing?

    Institutional interest in NEN can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.

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