New England Realty Associates Limited Partnership (NYSE: NEN), an SEC filer in Operators of Apartment Buildings, closed at $55.49, -0.9%, on 2026-08-28, with a market cap of $174M as of 2026-08-27, a net margin of 6.8% and 3-year sales growth of 9.3%. Institutional ownership, earnings history and filed financials are on the tabs below.
% of shares outstanding not shown: no SEC cover-page share count falls within 120 days of the 2026-Q1 quarter end, so any percentage would rest on a count that cannot speak for this quarter. Holder share counts are shown as filed.
| # | Holder | Shares | Value | % of shares out | Δ QoQ |
|---|---|---|---|---|---|
| 1 | CALDWELL SUTTER CAPITAL, INC. | 29,01929,019 | $2M | — | — |
| 2 | Warberg Asset Management LLC | 17,70617,706 | $1M | — | ADD 4% |
| 3 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 17,53217,532 | $1M | — | ADD 17% |
| 4 | LPL Financial LLC | 10,02710,027 | $603,726 | — | — |
| 5 | EPACRIA CAPITAL PARTNERS, LLC | 8,6368,636 | $527,228 | — | — |
| 6 | UBS Group AG | 4,2814,281 | $257,759 | — | ADD 81% |
| 7 | Cerity Partners LLC | 3,9833,983 | $239,816 | — | — |
| 8 | Napier Financial, LLC | 3,1223,122 | $187,975 | — | NEW |
| 9 | MORGAN STANLEY | 2,8742,874 | $173,090 | — | — |
| 10 | ROYAL BANK OF CANADA | 1,4011,401 | $86,000 | — | NEW |
Ranked by each filer’s own reported value, not shares.
| Biggest buyers | Δ shares | Δ value | |
|---|---|---|---|
| Napier Financial, LLC | +3,122 | $190,598 | OPEN |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | +2,601 | $158,791 | ADD |
| UBS Group AG | +1,921 | $117,277 | ADD |
| ROYAL BANK OF CANADA | +1,401 | $85,531 | OPEN |
| Warberg Asset Management LLC | +665 | $40,598 | ADD |
| Biggest sellers | Δ shares | Δ value | |
|---|---|---|---|
| COMMONWEALTH EQUITY SERVICES, LLC | −4,907 | $299,572 | CLOSE |
Prior quarter split-rebased · 13Fs are long, US-listed only.
| Holder | 2024-Q4 | 2025-Q1 | 2025-Q2 | 2025-Q3 | 2025-Q4 | 2026-Q1 | Latest value |
|---|---|---|---|---|---|---|---|
| CALDWELL SUTTER CAPITAL, INC. | 30K | 30K | 30K | 30K | 29K | 29K | $2M |
| Warberg Asset Management LLC | 11K | 10K | 11K | 11K | 17K | 18K | $1M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 3K | 3K | — | 3K | 15K | 18K | $1M |
| LPL Financial LLC | 10K | 10K | 11K | 10K | 10K | 10K | $603,726 |
| EPACRIA CAPITAL PARTNERS, LLC | 9K | 9K | 9K | 9K | 9K | 9K | $527,228 |
| UBS Group AG | 440 | 673 | 394 | 3K | 2K | 4K | $257,759 |
| Cerity Partners LLC | 6K | 6K | 6K | 6K | 4K | 4K | $239,816 |
| Napier Financial, LLC | — | — | — | — | — | 3K | $187,975 |
| MORGAN STANLEY | 3K | 3K | 3K | 3K | 3K | 3K | $173,090 |
| ROYAL BANK OF CANADA | — | — | — | — | — | 1K | $86,000 |
Green = added, red = trimmed, grey = held; a dash is a quarter with no 13F on file — a gap, not an exit.
Breaks = no 13F that quarter.
Short interest has its own tab now — open SI →
SEC Form 13F · ~10,250 filers, 10y · long-only, US-listed, filed ≤45d after quarter-end.
| Holder | % of class | Type | As of | |
|---|---|---|---|---|
| Brown Maura | 5.3% | Passive | 2013-06-30 | SEC → |
SEC Schedule 13D/G XML · group aggregate.
