New England Realty Associates Limited Partnership Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| CALDWELL SUTTER CAPITAL, INC. | 10/29/2025 | 30.23 K | $2.17 M | 0.00% | 0.86% |
| WARBERG ASSET MANAGEMENT LLC | 11/06/2025 | 11.41 K | $826.03 K | 6.37% | 0.33% |
| LPL FINANCIAL LLC | 11/12/2025 | 10.03 K | $719.44 K | -4.53% | 0.29% |
| EPACRIA CAPITAL PARTNERS, LLC | 11/14/2025 | 8.64 K | $617.47 K | 0.00% | 0.25% |
| CERITY PARTNERS LLC | 10/22/2025 | 5.70 K | $408.98 K | 0.00% | 0.16% |
| COMMONWEALTH EQUITY SERVICES, LLC | 10/22/2025 | 4.90 K | $351.00 K | 0.23% | 0.14% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11/14/2025 | 3.43 K | $245.53 K | 100.00% | 0.10% |
| EMPIRICAL ASSET MANAGEMENT, LLC | 11/12/2025 | 3.08 K | $220.92 K | 0.00% | 0.09% |
| RAYMOND JAMES FINANCIAL INC | 11/14/2025 | 3.00 K | $215.25 K | 0.00% | 0.09% |
| MORGAN STANLEY | 11/14/2025 | 2.87 K | $206.24 K | 0.00% | 0.08% |
| UBS GROUP AG | 11/13/2025 | 2.68 K | $192.22 K | 579.95% | 0.08% |
| WELLS FARGO & COMPANY/MN | 11/13/2025 | 1.32 K | $94.45 K | 0.08% | 0.04% |
| JPMORGAN CHASE & CO | 11/26/2025 | 450 | $33.08 K | 0.00% | 0.01% |
New England Realty Associates Limited Partnership institutional Ownership - FAQ's
During the previous two years, 20 institutional investors and hedge funds held shares of New England Realty Associates Limited Partnership. The most heavily invested institutionals were:
CALDWELL SUTTER CAPITAL, INC.: 30,226
Warberg Asset Management LLC: 11,414
LPL Financial LLC: 10,027
EPACRIA CAPITAL PARTNERS, LLC: 8,636
Cerity Partners LLC: 5,700
COMMONWEALTH EQUITY SERVICES, LLC: 4,895
2.51% of New England Realty Associates Limited Partnership stock is owned by institutional investors.
Institutional investors have bought a total of 107.91 K shares in the last 24 months. This purchase volume represents approximately $7.80 M in transactions.