Ranked by reported Q2 2026 13F market value
Share of total reported institutional value in NEN held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | CALDWELL SUTTER CAPITAL, INC. | 29K | $1.7M | 0.0% | 0.831% | 0.64% |
| 2 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 17K | $975K | -5.3% | 0.475% | 0.00% |
| 3 | Warberg Asset Management LLC | 15K | $886K | -14.7% | 0.432% | 0.16% |
| 4 | LPL Financial LLC | 10K | $588K | 0.0% | 0.287% | 0.00% |
| 5 | EPACRIA CAPITAL PARTNERS, LLC | 10K | $583K | +15.1% | 0.285% | 0.45% |
| 6 | UBS Group AG | 4K | $255K | +1.5% | 0.124% | 0.00% |
| 7 | Napier Financial, LLC | 3K | $183K | 0.0% | 0.089% | 0.04% |
| 8 | MORGAN STANLEY | 3K | $169K | -0.0% | 0.082% | 0.00% |
| 9 | ROYAL BANK OF CANADA | 1K | $80K | -2.9% | 0.039% | 0.00% |
| 10 | WELLS FARGO & COMPANY/MN | 1K | $78K | 0.0% | 0.038% | 0.00% |
| 11 | JPMORGAN CHASE & CO | 450 | $26K | 0.0% | 0.013% | 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.
Filings activity in NEN during Q2 2026, grouped by how each filer changed its position.
8 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q2 2026 | 11 | 8.3% | 2.70% | 0.17 pp | $6M | 9.0% |
| Q1 2026 | 12 | +9.1% | 2.87% | +0.14 pp | $6M | 1.4% |
| Q4 2025 | 11 | 15% | 2.73% | +0.22 pp | $6M | +3.6% |
| Q3 2025 | 13 | +0.0% | 2.51% | +0.17 pp | $6M | +5.8% |
| Q2 2025 | 13 | 13% | 2.34% | 0.14 pp | $6M | 16% |
| Q1 2025 | 15 | +0.0% | 2.48% | 0.04 pp | $7M | 0.1% |
| Q4 2024 | 15 | +0.0% | 2.52% | +0.05 pp | $7M | +0.7% |
| Q3 2024 | 15 | — | 2.47% | — | $7M | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying NEN stock.
Based on Q2 2026 13F filings, institutional ownership of New England Realty Associates Limited Partnership stands at 2.7%, held across 11 reporting institutions.
CALDWELL SUTTER CAPITAL, INC. is the largest reported institutional holder of NEN, with approximately 29,019 shares worth $0.00B as of Q2 2026.
Yes — 1 widely-followed marquee investor appear among the top 25 institutional holders of NEN, including SUSQUEHANNA INTERNATIONAL GROUP, LLP.
Our composite Smart Money Score for NEN is 30 out of 100 (Bearish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
0 institutions opened new positions in NEN during Q2 2026, while 1 fully exited. 1 added to existing positions and 10 trimmed.
NEN institutional ownership fell by 0.17 percentage points quarter-over-quarter, with a net change of -1 holders.
The top 10 institutions account for 99.5% of all reported 13F value in NEN, and the top 25 account for 100.0%.
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.
New England Realty Associates Limited Partnership (NEN) Institutional Ownership