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. | 01/30/2026 | 29.02 K | $1.87 M | -3.99% | 0.83% |
| WARBERG ASSET MANAGEMENT LLC | 02/13/2026 | 17.04 K | $1.10 M | 49.30% | 0.49% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/17/2026 | 14.93 K | $963.05 K | 334.80% | 0.43% |
| LPL FINANCIAL LLC | 02/11/2026 | 10.03 K | $646.74 K | 0.00% | 0.29% |
| EPACRIA CAPITAL PARTNERS, LLC | 02/17/2026 | 8.64 K | $557.02 K | 0.00% | 0.25% |
| COMMONWEALTH EQUITY SERVICES, LLC | 02/12/2026 | 4.91 K | $316.51 K | 0.25% | 0.14% |
| CERITY PARTNERS LLC | 02/11/2026 | 3.98 K | $256.90 K | -30.12% | 0.11% |
| MORGAN STANLEY | 02/13/2026 | 2.87 K | $185.43 K | 0.00% | 0.08% |
| UBS GROUP AG | 01/29/2026 | 2.36 K | $152.22 K | -11.91% | 0.07% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 1.32 K | $85.22 K | 0.00% | 0.04% |
| JPMORGAN CHASE & CO | 02/11/2026 | 450 | $29.03 K | 0.00% | 0.01% |
| RAYMOND JAMES FINANCIAL INC | 02/18/2026 | 0 | $0 | -100.00% | 0.00% |
| EMPIRICAL ASSET MANAGEMENT, LLC | 02/06/2026 | 0 | $0 | -100.00% | 0.00% |
New England Realty Associates LP institutional Ownership - FAQ's
During the previous two years, 20 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
LPL Financial LLC: 10,027
UBS Group AG: 4,281
WELLS FARGO & COMPANY/MN: 1,321
COMMONWEALTH EQUITY SERVICES, LLC: 0
2.73% of New England Realty Associates LP stock is owned by institutional investors.
Institutional investors have bought a total of 114.73 K shares in the last 24 months. This purchase volume represents approximately $7.23 M in transactions.