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. | 08/05/2026 | 29.02 K | $1.70 M | 0.00% | 0.83% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/14/2026 | 16.61 K | $974.78 K | -5.26% | 0.47% |
| WARBERG ASSET MANAGEMENT LLC | 08/11/2026 | 15.10 K | $886.22 K | -14.72% | 0.43% |
| LPL FINANCIAL LLC | 08/07/2026 | 10.03 K | $588.49 K | 0.00% | 0.29% |
| EPACRIA CAPITAL PARTNERS, LLC | 08/14/2026 | 9.94 K | $583.50 K | 15.12% | 0.28% |
| UBS GROUP AG | 08/13/2026 | 4.35 K | $255.01 K | 1.50% | 0.12% |
| NAPIER FINANCIAL, LLC | 07/31/2026 | 3.12 K | $183.23 K | 0.00% | 0.09% |
| MORGAN STANLEY | 08/13/2026 | 2.87 K | $168.62 K | -0.03% | 0.08% |
| ROYAL BANK OF CANADA | 08/14/2026 | 1.36 K | $80.00 K | -2.86% | 0.04% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 1.32 K | $77.50 K | 0.00% | 0.04% |
| JPMORGAN CHASE & CO | 08/12/2026 | 450 | $25.60 K | 0.00% | 0.01% |
| CERITY PARTNERS LLC | 08/14/2026 | 0 | $0 | -100.00% | 0.00% |
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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
SUSQUEHANNA INTERNATIONAL GROUP, LLP: 16,609
Warberg Asset Management LLC: 15,100
LPL Financial LLC: 10,027
EPACRIA CAPITAL PARTNERS, LLC: 9,942
UBS Group AG: 4,345
2.68% of New England Realty Associates LP stock is owned by institutional investors.
Institutional investors have bought a total of 114.35 K shares in the last 24 months. This purchase volume represents approximately $7.21 M in transactions.