Raymond James Financial
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Raymond James Financial’s New England Realty Associates NEN Stock Holding History

Raymond James 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
2025
Q4 		– Sell
-3,000
Closed -$215K – 5291
2025
Q3 		$215K Hold
3,000
– – ﹤0.01% 4593
2025
Q2 		$219K Hold
3,000
– – ﹤0.01% 4470
2025
Q1 		$245K Hold
3,000
– – ﹤0.01% 4321
2024
Q4 		$239K Buy
+3,000
New +$243K ﹤0.01% 4306

Other funds holding NEN

CSC
Caldwell Sutter Capital Sausalito, California $246M AUM 23.62% 1-Year Est. Return
WAM
Warberg Asset Management Winnetka, Illinois $600M AUM 23.37% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
ECP
Epacria Capital Partners Boulder, Colorado $129M AUM 22.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial's NEN Position: Q4 2025 in Review

Raymond James Financial sold out of New England Realty Associates (NEN) in Q4 2025, closing a stake of 3,000 shares — an estimated $215K sold.

Raymond James Financial first reported a position in NEN in Q4 2024 and held it in 4 quarters. The position peaked at $245K in Q1 2025. 11 funds tracked by Wall St. Rank hold NEN as of Q4 2025.

  • Raymond James Financial reported no remaining New England Realty Associates position as of Q4 2025 after selling out during the quarter.
  • Raymond James Financial sold 3,000 New England Realty Associates shares in Q4 2025, an estimated $215K.
  • Raymond James Financial first reported a position in New England Realty Associates in Q4 2024 and held it in 4 quarters.
  • Raymond James Financial's New England Realty Associates position peaked at $245K in Q1 2025.
  • 11 funds tracked by Wall St. Rank held New England Realty Associates as of Q4 2025.

Based on Raymond James Financial's 13F filing for Q4 2025, filed 18 Feb 2026.