Empirical Asset Management’s New England Realty Associates NEN Stock Holding History

Empirical Asset Management’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
2025 Q4	–	Sell	-3,079	Closed	-$221K	–	376
2025 Q3	$221K	Hold	3,079	–	–	0.06%	330
2025 Q2	$225K	Hold	3,079	–	–	0.07%	289
2025 Q1	$251K	Hold	3,079	–	–	0.09%	271
2024 Q4	$245K	Hold	3,079	–	–	0.08%	260
2024 Q3	$246K	Hold	3,079	–	–	0.09%	257
2024 Q2	$219K	Hold	3,079	–	–	0.08%	297
2024 Q1	$221K	Buy	+3,079	New	+$216K	0.11%	249

Other funds holding NEN

CSC

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 Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

ECP

Epacria Capital Partners Boulder, Colorado $130M AUM 23.38% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Empirical Asset Management's NEN Position: Q4 2025 in Review

Empirical Asset Management sold out of New England Realty Associates (NEN) in Q4 2025, closing a stake of 3,079 shares — an estimated $221K sold.

Empirical Asset Management first reported a position in NEN in Q1 2024 and held it in 7 quarters. The position peaked at $251K in Q1 2025. 11 funds tracked by Wall St. Rank hold NEN as of Q4 2025.

Empirical Asset Management reported no remaining New England Realty Associates position as of Q4 2025 after selling out during the quarter.
Empirical Asset Management sold 3,079 New England Realty Associates shares in Q4 2025, an estimated $221K.
Empirical Asset Management first reported a position in New England Realty Associates in Q1 2024 and held it in 7 quarters.
Empirical Asset Management's New England Realty Associates position peaked at $251K in Q1 2025.
11 funds tracked by Wall St. Rank held New England Realty Associates as of Q4 2025.

Based on Empirical Asset Management's 13F filing for Q4 2025, filed 6 Feb 2026.