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NENNew England Realty Associates Limited Partnership
$58.00$203M
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HomeStocksNENInstitutional Holders

NEN logoNew England Realty Associates Limited Partnership (NEN) Institutional Ownership

Q1 2026 13F Data|Updated 2026-06-13

✨

Institutional ownership decreased this quarter (-0.05 pp), while top 10 holders maintain a highly concentrated 98.7% of value.

Institutional Ownership
Can exceed 100% due to securities lending, short interest, and reporting timing differences.
3.0%$6M total value · ▼ 0.05 pp vs prior quarter
Smart Money Score
Based on ownership concentration, fund quality, buying/selling activity, conviction signals, and institutional trend.
49 / 100
Neutral
Institutions & Flow11 holders0 net flow (+2 / -2)

AI Insights & Key Takeaways

  • Positive Institutional Flow (+0)
  • Susquehanna International Group, Llp maintains a significant position
  • Top 10 holders control 98.7% of institutional value
  • No Insider Signal

Top Institutional Holders of NEN

Ranked by reported Q1 2026 13F market value

Top 10 Holders
98.7%
Top 25 Holders
100.0%

Share of total reported institutional value in NEN held by the largest 10 / 25 filers.

#InstitutionShares HeldMarket ValueQoQ ChangeOwnership %% of Fund
1CALDWELL SUTTER CAPITAL, INC.29K$1.7M0.0%0.830%0.71%
2Warberg Asset Management LLC18K$1.1M+3.9%0.506%0.31%
3SUSQUEHANNA INTERNATIONAL GROUP, LLP18K$1.1M+17.4%0.501%0.00%
4LPL Financial LLC10K$604K0.0%0.287%0.00%
5EPACRIA CAPITAL PARTNERS, LLC9K$527K0.0%0.247%0.41%
6UBS Group AG4K$258K+81.4%0.122%0.00%
7Cerity Partners LLC4K$240K0.0%0.114%0.00%
8Napier Financial, LLC3K$188K—0.089%0.04%
9MORGAN STANLEY3K$173K0.0%0.082%0.00%
10ROYAL BANK OF CANADA1K$86K—0.040%0.00%
11WELLS FARGO & COMPANY/MN1K$81K0.0%0.038%0.00%

denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in NEN — a direct measure of their conviction.

Quarterly Institutional Activity

Filings activity in NEN during Q1 2026, grouped by how each filer changed its position.

OverviewNew Buyers2Added To2Trimmed7Exited2
  • SUSQUEHANNA INTERNATIONAL GROUP, LLP$1.1M
  • UBS Group AG$258K

NEN Institutional Ownership by Quarter

8 quarters of 13F filings · Δ columns show change vs prior quarter

QuarterInst. HoldersΔ HoldersOwnership %Δ OwnershipTotal 13F ValueΔ Value
Q1 202611+0.0%3.01%0.05 pp$6M1.9%
Q4 20251115%3.06%+0.10 pp$6M+3.6%
Q3 202513+0.0%2.96%+0.16 pp$6M+5.8%
Q2 20251313%2.80%0.52 pp$6M16%
Q1 202515+0.0%3.32%+0.00 pp$7M0.1%
Q4 202415+0.0%3.32%+0.02 pp$7M+0.7%
Q3 2024156.3%3.30%+0.40 pp$7M+14%
Q2 202416—2.90%—$6M—

Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.

NEN — Frequently Asked Questions

Quick answers to the most common questions about buying NEN stock.

What percentage of NEN is owned by institutions?

Based on Q1 2026 13F filings, institutional ownership of New England Realty Associates Limited Partnership stands at 3.0%, held across 11 reporting institutions.

Who is the largest institutional holder of NEN?

CALDWELL SUTTER CAPITAL, INC. is the largest reported institutional holder of NEN, with approximately 29,019 shares worth $0.00B as of Q1 2026.

Is NEN a hedge fund favorite?

Yes — 1 widely-followed marquee investor appear among the top 25 institutional holders of NEN, including SUSQUEHANNA INTERNATIONAL GROUP, LLP.

What is NEN's Smart Money Score?

Our composite Smart Money Score for NEN is 49 out of 100 (Neutral). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.

How many institutions bought NEN this quarter?

2 institutions opened new positions in NEN during Q1 2026, while 2 fully exited. 2 added to existing positions and 7 trimmed.

How is institutional ownership of NEN changing?

NEN institutional ownership fell by 0.05 percentage points quarter-over-quarter, with a net change of +0 holders.

How concentrated is NEN ownership among the top holders?

The top 10 institutions account for 98.7% of all reported 13F value in NEN, and the top 25 account for 100.0%.

Where does this NEN institutional ownership data come from?

All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.