New England Realty Associates LP Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| CALDWELL SUTTER CAPITAL, INC. | 05/06/2026 | 29.02 K | $1.75 M | 0.00% | 0.83% |
| WARBERG ASSET MANAGEMENT LLC | 05/07/2026 | 17.71 K | $1.07 M | 3.90% | 0.51% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 05/15/2026 | 17.53 K | $1.07 M | 17.42% | 0.50% |
| LPL FINANCIAL LLC | 05/06/2026 | 10.03 K | $603.73 K | 0.00% | 0.29% |
| EPACRIA CAPITAL PARTNERS, LLC | 05/15/2026 | 8.64 K | $527.23 K | 0.00% | 0.25% |
| UBS GROUP AG | 05/05/2026 | 4.28 K | $257.76 K | 81.40% | 0.12% |
| CERITY PARTNERS LLC | 05/15/2026 | 3.98 K | $239.82 K | 0.00% | 0.11% |
| 05/05/2026 | 3.12 K | $187.98 K | 100.00% | 0.09% | |
| MORGAN STANLEY | 05/15/2026 | 2.87 K | $173.09 K | 0.00% | 0.08% |
| ROYAL BANK OF CANADA | 05/15/2026 | 1.40 K | $86.00 K | 100.00% | 0.04% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 1.32 K | $80.64 K | 0.00% | 0.04% |
| JPMORGAN CHASE & CO | 05/13/2026 | 450 | $27.47 K | 0.00% | 0.01% |
| COMMONWEALTH EQUITY SERVICES, LLC | 04/27/2026 | 0 | $0 | -100.00% | 0.00% |
New England Realty Associates LP institutional Ownership - FAQ's
During the previous two years, 19 institutional investors and hedge funds held shares of New England Realty Associates LP. The most heavily invested institutionals were:
CALDWELL SUTTER CAPITAL, INC.: 29,019
Warberg Asset Management LLC: 17,706
SUSQUEHANNA INTERNATIONAL GROUP, LLP: 17,532
LPL Financial LLC: 10,027
EPACRIA CAPITAL PARTNERS, LLC: 8,636
UBS Group AG: 4,281
2.87% of New England Realty Associates LP stock is owned by institutional investors.
Institutional investors have bought a total of 117.41 K shares in the last 24 months. This purchase volume represents approximately $7.40 M in transactions.