NEW ENGLAND RLTY ASSOC LTD P (NEN)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
11
Reporting holders
$5.5M
Reported value
0.0%
Held as options
-1
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| CALDWELL SUTTER CAPITAL, INC. | $1.7M | 29,019 | 0.64% | 15q | HELD |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $974.8K | 16,609 | 0.00% | 4q | -5.3%-$54.2K |
| Warberg Asset Management LLC | $886.2K | 15,100 | 0.16% | 23q | -14.7%-$152.9K |
| LPL Financial LLC | $588.5K | 10,027 | 0.00% | 31q | HELD |
| EPACRIA CAPITAL PARTNERS, LLC | $583.5K | 9,942 | 0.45% | 15q | +15.1%+$76.6K |
| UBS Group AG | $255.0K | 4,345 | 0.00% | 9q | +1.5%+$3.8K |
| Napier Financial, LLC | $183.2K | 3,122 | 0.04% | 2q | HELD |
| MORGAN STANLEY | $168.6K | 2,873 | 0.00% | 35q | HELD |
| ROYAL BANK OF CANADA | $80.0K | 1,361 | 0.00% | 2q | -2.9%-$2.4K |
| WELLS FARGO & COMPANY/MN | $77.5K | 1,321 | 0.00% | 31q | -50.0%-$77.5K |
| JPMORGAN CHASE & CO | $25.6K | 450 | 0.00% | 28q | HELD |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-08-03 | 13G | Maura Brown INDIVIDUAL | 5.3% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 11 | $5.5M | 94,169 | 0 | 2 | 4 | 0.0% |
| Q1 2026 | 12 | $6.2M | 101,673 | 2 | 4 | 0 | 0.0% |
| Q4 2025 | 11 | $6.2M | 95,549 | 0 | 2 | 4 | 0.0% |
| Q3 2025 | 12 | $6.0M | 83,290 | 1 | 3 | 1 | 0.0% |
| Q2 2025 | 11 | $5.6M | 76,912 | 0 | 2 | 2 | 0.0% |
| Q1 2025 | 13 | $6.7M | 81,902 | 0 | 2 | 1 | 0.0% |
| Q4 2024 | 13 | $6.7M | 83,092 | 0 | 1 | 3 | 0.0% |
| Q3 2024 | 13 | $6.7M | 82,714 | 1 | 1 | 1 | 0.0% |
| Q2 2024 | 13 | $5.9M | 82,742 | 1 | 0 | 4 | 0.0% |
| Q1 2024 | 12 | $6.9M | 96,265 | 1 | 3 | 0 | 0.0% |
| Q4 2023 | 11 | $6.1M | 87,475 | 1 | 4 | 1 | 0.0% |
| Q3 2023 | 11 | $5.4M | 81,354 | 1 | 1 | 3 | 0.0% |
| Q2 2023 | 11 | $6.9M | 95,341 | 0 | 2 | 2 | 0.0% |
| Q1 2023 | 11 | $6.1M | 85,690 | 0 | 2 | 2 | 0.0% |
| Q4 2022 | 13 | $7.1M | 99,421 | 2 | 2 | 0 | 0.0% |
| Q3 2022 | 12 | $4.2M | 55,005 | 0 | 1 | 1 | 0.0% |
| Q2 2022 | 13 | $4.6M | 59,286 | 1 | 2 | 1 | 0.0% |
| Q1 2022 | 12 | $4.1M | 51,084 | 0 | 2 | 2 | 0.0% |
| Q4 2021 | 13 | $3.1M | 46,410 | 2 | 1 | 2 | 0.0% |
| Q3 2021 | 10 | $4.6M | 75,608 | 0 | 2 | 2 | 0.0% |
| Q2 2021 | 11 | $4.9M | 81,818 | 2 | 2 | 2 | 0.0% |
| Q1 2021 | 10 | $4.2M | 75,900 | 1 | 2 | 2 | 0.0% |
| Q4 2020 | 10 | $3.4M | 67,960 | 0 | 3 | 0 | 0.0% |
| Q3 2020 | 10 | $2.5M | 50,306 | 0 | 1 | 3 | 0.0% |
| Q2 2020 | 11 | $2.2M | 41,766 | 3 | 1 | 0 | 0.0% |
| Q1 2020 | 9 | $1.9M | 39,396 | 0 | 1 | 1 | 0.0% |
| Q4 2019 | 11 | $2.8M | 44,488 | 1 | 1 | 0 | 0.0% |
| Q3 2019 | 10 | $1.6M | 27,355 | 1 | 1 | 2 | 0.0% |
| Q2 2019 | 11 | $1.9M | 31,472 | 1 | 0 | 0 | 0.0% |
| Q1 2019 | 12 | $2.1M | 32,264 | 3 | 1 | 2 | 0.0% |
| Q4 2018 | 9 | $1.7M | 29,812 | 0 | 0 | 1 | 0.0% |