New England Realty Associates Limited Partnership (NEN) Ownership

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$63.01
Day's range
$63.01

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%
NAPIER FINANCIAL, LLC 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 07/08/2026 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, 8 institutional investors and hedge funds held shares of New England Realty Associates LP. The most heavily invested institutionals were:

Cerity Partners LLC: 0

US FINANCIAL ADVISORS, LLC: 3,122

RAYMOND JAMES & ASSOCIATES: 3,000

Pinnacle Private Wealth, LLC: 3,079

Commonwealth Equity Services, Inc: 8,526

Aris Wealth Services, Inc.: 249

2.88% of New England Realty Associates LP stock is owned by institutional investors.

Institutional investors have bought a total of 20.18 K shares in the last 24 months. This purchase volume represents approximately $1.27 M in transactions.