Commonwealth Equity Services
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Commonwealth Equity Services’s New England Realty Associates NEN Stock Holding History

Commonwealth Equity Services’s Portfolio NEN Stock Details NEN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-4,907
Closed -$317K – 4403
2025
Q4 		$317K Buy
4,907
+12
+0.2% +$824 ﹤0.01% 3609
2025
Q3 		$351K Buy
4,895
+11
+0.2% +$794 ﹤0.01% 3498
2025
Q2 		$357K Buy
4,884
+11
+0.2% +$838 ﹤0.01% 3440
2025
Q1 		$397K Buy
4,873
+83
+2% +$6.69K ﹤0.01% 3237
2024
Q4 		$382K Buy
4,790
+610
+15% +$49.3K ﹤0.01% 3194
2024
Q3 		$334K Buy
4,180
+9
+0.2% +$683 ﹤0.01% 3260
2024
Q2 		$296K Buy
4,171
+10
+0.2% +$708 ﹤0.01% 3304
2024
Q1 		$299K Buy
4,161
+51
+1% +$3.58K ﹤0.01% 3279
2023
Q4 		$286K Sell
4,110
-1,837
-31% -$125K ﹤0.01% 3219
2023
Q3 		$395K Buy
5,947
+22
+0.4% +$1.57K ﹤0.01% 2797
2023
Q2 		$432K Hold
5,925
– – ﹤0.01% 2750
2023
Q1 		$420K Hold
5,925
– – ﹤0.01% 2702
2022
Q4 		$420K Hold
5,925
– – ﹤0.01% 2609
2022
Q3 		$456K Hold
5,925
– – ﹤0.01% 2482
2022
Q2 		$456K Hold
5,925
– – ﹤0.01% 2472
2022
Q1 		$474K Hold
5,925
– – ﹤0.01% 2568
2021
Q4 		$401K Hold
5,925
– – ﹤0.01% 2711
2021
Q3 		$361K Hold
5,925
– – ﹤0.01% 2747
2021
Q2 		$355K Buy
5,925
+18
+0.3% +$1.07K ﹤0.01% 2758
2021
Q1 		$326K Sell
5,907
-180
-3% -$9.41K ﹤0.01% 2692
2020
Q4 		$305K Buy
6,087
+23
+0.4% +$1.14K ﹤0.01% 2558
2020
Q3 		$297K Buy
6,064
+23
+0.4% +$1.18K ﹤0.01% 2360
2020
Q2 		$320K Buy
6,041
+21
+0.3% +$995 ﹤0.01% 2236
2020
Q1 		$282K Buy
6,020
+24
+0.4% +$1.4K ﹤0.01% 2111
2019
Q4 		$371K Buy
5,996
+17
+0.3% +$1.03K ﹤0.01% 2139
2019
Q3 		$349K Sell
5,979
-1,090
-15% -$64.9K ﹤0.01% 2095
2019
Q2 		$417K Buy
7,069
+25
+0.4% +$1.54K ﹤0.01% 1933
2019
Q1 		$459K Sell
7,044
-1,725
-20% -$103K ﹤0.01% 1809
2018
Q4 		$490K Sell
8,769
-99
-1% -$6.04K ﹤0.01% 1661
2018
Q3 		$596K Buy
8,868
+159
+2% +$10.6K ﹤0.01% 1669
2018
Q2 		$583K Buy
8,709
+28
+0.3% +$1.89K ﹤0.01% 1644
2018
Q1 		$608K Buy
8,681
+129
+2% +$9.21K ﹤0.01% 1578
2017
Q4 		$627K Sell
8,552
-634
-7% -$45.8K ﹤0.01% 1532
2017
Q3 		$634K Buy
9,186
+660
+8% +$46.5K ﹤0.01% 1461
2017
Q2 		$610K Buy
8,526
+224
+3% +$15.5K ﹤0.01% 1436
2017
Q1 		$573K Buy
8,302
+128
+2% +$8.15K ﹤0.01% 1421
2016
Q4 		$498K Hold
8,174
– – ﹤0.01% 1415
2016
Q3 		$495K Buy
8,174
+23
+0.3% +$1.42K ﹤0.01% 1388
2016
Q2 		$469K Sell
8,151
-76
-0.9% -$4.23K ﹤0.01% 1394
2016
Q1 		$444K Buy
+8,227
New +$417K ﹤0.01% 1390

Other funds holding NEN

Caldwell Sutter Capital
Caldwell Sutter Capital Sausalito, California $265M AUM 30.15% 1-Year Est. Return
WAM
Warberg Asset Management Winnetka, Illinois $551M AUM 34.68% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Epacria Capital Partners
Epacria Capital Partners Boulder, Colorado $130M AUM 23.38% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Napier Financial
Napier Financial Braintree, Massachusetts $480M AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Commonwealth Equity Services's NEN Position: Q1 2026 in Review

Commonwealth Equity Services sold out of New England Realty Associates (NEN) in Q1 2026, closing a stake of 4,907 shares — an estimated $317K sold.

Commonwealth Equity Services first reported a position in NEN in Q1 2016 and held it in 40 quarters. The position peaked at $634K in Q3 2017. 12 funds tracked by Wall St. Rank hold NEN as of Q1 2026.

  • Commonwealth Equity Services reported no remaining New England Realty Associates position as of Q1 2026 after selling out during the quarter.
  • Commonwealth Equity Services sold 4,907 New England Realty Associates shares in Q1 2026, an estimated $317K.
  • Commonwealth Equity Services first reported a position in New England Realty Associates in Q1 2016 and held it in 40 quarters.
  • Commonwealth Equity Services's New England Realty Associates position peaked at $634K in Q3 2017.
  • 12 funds tracked by Wall St. Rank held New England Realty Associates as of Q1 2026.

Based on Commonwealth Equity Services's 13F filing for Q1 2026, filed 27 Apr 2026.