NEW ENGLAND REALTY ASSOCIATES LIMITED PARTNERSHIP - NEN
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| CALDWELL SUTTER CAPITAL, INC. | History | Reduced | 29,019 | 1,871 | 0.79% | 0.93% | 1 | -1,207 | -3.99% | Q4 2025 | Jan 30, 2026 |
| Warberg Asset Management LLC | History | Added to | 17,041 | 1,099 | 0.13% | 0.13% | 2 | +5,627 | 49.3% | Q4 2025 | Feb 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 14,931 | 963 | 0.0% | 0.0% | 3 | +11,497 | 334.8% | Q4 2025 | Feb 17, 2026 |
| LPL Financial LLC | History | No change | 10,027 | 646 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| EPACRIA CAPITAL PARTNERS, LLC | History | No change | 8,636 | 557 | 0.44% | 0.5% | 5 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 4,907 | 316 | 0.0% | 0.0% | 6 | +12 | 0.25% | Q4 2025 | Feb 12, 2026 |
| Cerity Partners LLC | History | Reduced | 3,983 | 256 | 0.0% | 0.0% | 7 | -1,717 | -30.12% | Q4 2025 | Feb 11, 2026 |
| MORGAN STANLEY | History | No change | 2,874 | 185 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| UBS Group AG | History | Reduced | 2,360 | 152 | 0.0% | 0.0% | 9 | -319 | -11.91% | Q4 2025 | Jan 29, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 1,321 | 85 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| JPMORGAN CHASE & CO | History | No change | 450 | 29 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Empirical Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -3,079 | -100.0% | Q3 2025 | Nov 12, 2025 |
| RAYMOND JAMES FINANCIAL INC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,000 | -100.0% | Q3 2025 | Nov 14, 2025 |