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Napier Financial’s New England Realty Associates NEN Stock Holding History

Napier Financial’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 		$183K Hold
3,122
– – 0.04% 128
2026
Q1 		$188K Buy
+3,122
New +$199K 0.04% 119

Other funds holding NEN

CSC
Caldwell Sutter Capital Sausalito, California $265M AUM 30.15% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
WAM
Warberg Asset Management Winnetka, Illinois $551M AUM 34.68% 1-Year Est. Return
LPL Financial
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Napier Financial's NEN Position: Q2 2026 in Review

Napier Financial held its New England Realty Associates (NEN) position steady in Q2 2026 at 3,122 shares worth $183K. The position accounts for 0.04% of the portfolio, ranked #128.

Napier Financial first reported a position in NEN in Q1 2026 and has held it in 2 quarters since. The position peaked at $188K in Q1 2026. 11 funds tracked by Wall St. Rank hold NEN as of Q2 2026.

  • Napier Financial held 3,122 shares of New England Realty Associates worth $183K as of Q2 2026.
  • Napier Financial left its New England Realty Associates share count unchanged in Q2 2026.
  • New England Realty Associates made up 0.04% of Napier Financial's portfolio in Q2 2026, its #128 holding.
  • Napier Financial first reported a position in New England Realty Associates in Q1 2026 and has held it in 2 quarters since.
  • Napier Financial's New England Realty Associates position peaked at $188K in Q1 2026.
  • 11 funds tracked by Wall St. Rank held New England Realty Associates as of Q2 2026.

Based on Napier Financial's 13F filing for Q2 2026, filed 31 Jul 2026.