# NEW ENGLAND RLTY ASSOC LTD P (NEN)

> Institutional ownership reported to the SEC as of Q2 2026, from Form 13F filings. Source: https://holderbook.com/stocks/NEN/

- Reporting holders: 11
- Reported value: $5.5M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [CALDWELL SUTTER CAPITAL, INC.](https://holderbook.com/funds/702007-caldwell-sutter-capital-inc/) | $1.7M | 29,019 | 0.6% | 15 |
| [SUSQUEHANNA INTERNATIONAL GROUP, LLP](https://holderbook.com/funds/1446194-susquehanna-international-group-llp/) | $974.8K | 16,609 | 0.0% | 4 |
| [Warberg Asset Management LLC](https://holderbook.com/funds/1597506-warberg-asset-management-llc/) | $886.2K | 15,100 | 0.2% | 23 |
| [LPL Financial LLC](https://holderbook.com/funds/1403438-lpl-financial-llc/) | $588.5K | 10,027 | 0.0% | 31 |
| [EPACRIA CAPITAL PARTNERS, LLC](https://holderbook.com/funds/1927623-epacria-capital-partners-llc/) | $583.5K | 9,942 | 0.5% | 15 |
| [UBS Group AG](https://holderbook.com/funds/1610520-ubs-group-ag/) | $255.0K | 4,345 | 0.0% | 9 |
| [Napier Financial, LLC](https://holderbook.com/funds/2086579-napier-financial-llc/) | $183.2K | 3,122 | 0.0% | 2 |
| [MORGAN STANLEY](https://holderbook.com/funds/895421-morgan-stanley/) | $168.6K | 2,873 | 0.0% | 35 |
| [ROYAL BANK OF CANADA](https://holderbook.com/funds/1000275-royal-bank-of-canada/) | $80.0K | 1,361 | 0.0% | 2 |
| [WELLS FARGO & COMPANY/MN](https://holderbook.com/funds/72971-wells-fargo-company-mn/) | $77.5K | 1,321 | 0.0% | 31 |
| [JPMORGAN CHASE & CO](https://holderbook.com/funds/19617-jpmorgan-chase-co/) | $25.6K | 450 | 0.0% | 28 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q2 2026 | 11 | $5.5M |
| Q1 2026 | 12 | $6.2M |
| Q4 2025 | 11 | $6.2M |
| Q3 2025 | 13 | $6.3M |
| Q2 2025 | 12 | $6.0M |
| Q1 2025 | 14 | $7.1M |
| Q4 2024 | 14 | $7.1M |
| Q3 2024 | 14 | $7.0M |
| Q2 2024 | 15 | $6.2M |
| Q1 2024 | 14 | $7.2M |
| Q4 2023 | 13 | $6.4M |
| Q3 2023 | 13 | $5.9M |