NEW ENGLAND REALTY ASSOCIATES LIMITED PARTNERSHIP (NEN) — Institutional Holders, Q2 2026
11 institutional investment managers reported a NEN position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $5.5M. Every filer is listed below, ranked by position value. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
NEN in Q2 2026: what funds did
Funds that filed a 13F for both Q1 2026 and Q2 2026, by what they did with the common stock. Share counts are adjusted for any split between the two quarters; dollar figures are the change in shares at this quarter’s price.
Biggest buyers
- EPACRIA CAPITAL PARTNERSAdded · +1,306 sh+$76.6K
- UBS Group AGAdded · +64 sh+$3.8K
Biggest sellers
- Cerity PartnersSold out · -3,983 sh-$233.8K
- Warberg Asset ManagementTrimmed · -2,606 sh-$152.9K
- SUSQUEHANNA INTERNATIONAL GROUP, LLPTrimmed · -923 sh-$54.2K
- ROYAL BANK OF CANADATrimmed · -40 sh-$2.3K
- MORGAN STANLEYTrimmed · -1 sh-$59.00
NEN 13F holders ranked 1–11 of 11
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1 | CALDWELL SUTTER CAPITAL#1 · 29,019 sh | 29,019 | $1.7M | 0.64% | 0.0% |
| 2 | SUSQUEHANNA INTERNATIONAL GROUP, LLP#2 · 16,609 sh | 16,609 | $974.8K | <0.01% | -5.3% |
| 3 | Warberg Asset Management#3 · 15,100 sh | 15,100 | $886.2K | 0.16% | -14.7% |
| 4 | LPL Financial#4 · 10,027 sh | 10,027 | $588.5K | <0.01% | 0.0% |
| 5 | EPACRIA CAPITAL PARTNERS#5 · 9,942 sh | 9,942 | $583.5K | 0.45% | +15.1% |
| 6 | UBS Group AG#6 · 4,345 sh | 4,345 | $255.0K | 0.00% | +1.5% |
| 7 | Napier Financial#7 · 3,122 sh | 3,122 | $183.2K | 0.04% | 0.0% |
| 8 | MORGAN STANLEY#8 · 2,873 sh | 2,873 | $168.6K | 0.00% | 0.0% |
| 9 | ROYAL BANK OF CANADA#9 · 1,361 sh | 1,361 | $80.0K | 0.00% | -2.9% |
| 10 | WELLS FARGO & COMPANY#10 · 1,321 sh | 1,321 | $77.5K | 0.00% | 0.0% |
| 11 | JPMORGAN CHASE#11 · 450 sh | 450 | $25.6K | 0.00% | 0.0% |
Funds that sold out of NEN in Q2 2026 (1)
Held NEN at the end of Q1 2026 and filed a Q2 2026 13F without it. Not in the list above, because they no longer hold it. Largest prior position first.
| Institution | Shares sold | Value in Q1 2026 |
|---|---|---|
| Cerity Partners3,983 sh | 3,983 | $239.8K |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.