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. | 01/21/2025 | 30,376 | $2.42 M | 0.00% | 0.86% |
| WARBERG ASSET MANAGEMENT LLC | 02/13/2025 | 11,379 | $929,892 | 14.94% | 0.32% |
| EPACRIA CAPITAL PARTNERS, LLC | 02/14/2025 | 8,636 | $714,197 | 0.00% | 0.24% |
| CERITY PARTNERS LLC | 02/13/2025 | 5,700 | $454,290 | 0.00% | 0.16% |
| COMMONWEALTH EQUITY SERVICES, LLC | 02/10/2025 | 4,790 | $382,000 | 14.59% | 0.14% |
| US FINANCIAL ADVISORS, LLC | 02/14/2025 | 3,122 | $248,823 | 0.00% | 0.09% |
| EMPIRICAL ASSET MANAGEMENT, LLC | 01/15/2025 | 3,079 | $245,396 | 0.00% | 0.09% |
| RAYMOND JAMES FINANCIAL INC | 02/13/2025 | 3,000 | $239,100 | 100.00% | 0.08% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/14/2025 | 2,689 | $222,380 | -14.28% | 0.08% |
| WELLS FARGO & COMPANY/MN | 02/13/2025 | 1,321 | $109,269 | 0.00% | 0.04% |
| JPMORGAN CHASE & CO | 02/12/2025 | 450 | $37,490 | 0.00% | 0.01% |
| UBS GROUP AG | 02/14/2025 | 440 | $35,068 | -31.46% | 0.01% |
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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.: 30,376
Warberg Asset Management LLC: 11,379
EPACRIA CAPITAL PARTNERS, LLC: 8,636
Cerity Partners LLC: 5,700
COMMONWEALTH EQUITY SERVICES, LLC: 4,790
US FINANCIAL ADVISORS, LLC: 3,122
2.48% of New England Realty Associates Limited Partnership stock is owned by institutional investors.
Institutional investors have bought a total of 94,912 shares in the last 24 months. This purchase volume represents approximately $7.85 M in transactions.