Jeff Yass’s New England Realty Associates NEN Stock Holding History

Jeff Yass’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 Q2	$975K	Sell	16,609 -923	-5%	-$54.7K	﹤0.01%	8266
2026 Q1	$1.07M	Buy	17,532 +2,601	+17%	+$166K	﹤0.01%	7718
2025 Q4	$963K	Buy	14,931 +11,497	+335%	+$789K	﹤0.01%	7281
2025 Q3	$246K	Buy	+3,434	New	+$248K	﹤0.01%	10560
2025 Q2	–	Sell	-2,945	Closed	-$240K	–	13366
2025 Q1	$240K	Buy	2,945 +256	+10%	+$20.6K	﹤0.01%	10555
2024 Q4	$222K	Sell	2,689 -448	-14%	-$36.2K	﹤0.01%	10483
2024 Q3	$260K	Buy	+3,137	New	+$238K	﹤0.01%	9910
2023 Q1	–	Sell	-5,282	Closed	-$375K	–	13166
2022 Q4	$375K	Buy	+5,282	New	+$395K	﹤0.01%	8561
2018 Q4	–	Sell	-3,956	Closed	-$266K	–	9621
2018 Q3	$266K	Buy	+3,956	New	+$263K	﹤0.01%	7700

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

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

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

Napier Financial Braintree, Massachusetts $480M AUM

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jeff Yass's NEN Position: Q2 2026 in Review

Jeff Yass reduced its New England Realty Associates (NEN) stake by 5.3% in Q2 2026, selling an estimated $54.7K and leaving 16,609 shares worth $975K. The position accounts for ﹤0.01% of the portfolio, ranked #8266.

Jeff Yass first reported a position in NEN in Q3 2018 and has held it in 9 quarters since. The position peaked at $1.07M in Q1 2026. 11 funds tracked by Wall St. Rank hold NEN as of Q2 2026.

Jeff Yass held 16,609 shares of New England Realty Associates worth $975K as of Q2 2026.
Jeff Yass sold 923 New England Realty Associates shares in Q2 2026, an estimated $54.7K.
New England Realty Associates made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #8266 holding.
Jeff Yass first reported a position in New England Realty Associates in Q3 2018 and has held it in 9 quarters since.
Jeff Yass's New England Realty Associates position peaked at $1.07M in Q1 2026.
11 funds tracked by Wall St. Rank held New England Realty Associates as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.