UBS Group
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UBS Group’s New England Realty Associates NEN Stock Holding History

UBS Group’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 		$258K Buy
4,281
+1,921
+81% +$123K ﹤0.01% 6492
2025
Q4 		$152K Sell
2,360
-319
-12% -$21.9K ﹤0.01% 6712
2025
Q3 		$192K Buy
2,679
+2,285
+580% +$165K ﹤0.01% 6696
2025
Q2 		$28.8K Sell
394
-279
-41% -$21.3K ﹤0.01% 8194
2025
Q1 		$54.9K Buy
673
+233
+53% +$18.8K ﹤0.01% 7516
2024
Q4 		$35.1K Sell
440
-202
-31% -$16.3K ﹤0.01% 7515
2024
Q3 		$51.4K Buy
642
+399
+164% +$30.3K ﹤0.01% 6800
2024
Q2 		$17.2K Buy
+243
New +$17.2K ﹤0.01% 7395
2023
Q4 		– Sell
-172
Closed -$11.4K – 9703
2023
Q3 		$11.4K Buy
+172
New +$12.3K ﹤0.01% 7057
2023
Q1 		– Sell
-507
Closed -$36K – 10094
2022
Q4 		$36K Buy
507
+15
+3% +$1.12K ﹤0.01% 7058
2022
Q3 		$38K Buy
492
+9
+2% +$711 ﹤0.01% 6616
2022
Q2 		$37K Buy
483
+271
+128% +$21.3K ﹤0.01% 6160
2022
Q1 		$17K Buy
212
+190
+864% +$14.9K ﹤0.01% 7660
2021
Q4 		$1K Sell
22
-548
-96% -$34.3K ﹤0.01% 10004
2021
Q3 		$35K Sell
570
-41
-7% -$2.51K ﹤0.01% 6622
2021
Q2 		$37K Buy
611
+399
+188% +$23.7K ﹤0.01% 6721
2021
Q1 		$12K Sell
212
-1,709
-89% -$89.3K ﹤0.01% 7799
2020
Q4 		$96K Buy
1,921
+1,805
+1,556% +$89.1K ﹤0.01% 5712
2020
Q3 		$6K Sell
116
-297
-72% -$15.2K ﹤0.01% 7225
2020
Q2 		$22K Buy
+413
New +$19.6K ﹤0.01% 6492
2020
Q1 		– Sell
-276
Closed -$17K – 8244
2019
Q4 		$17K Buy
276
+26
+10% +$1.58K ﹤0.01% 6992
2019
Q3 		$15K Hold
250
– – ﹤0.01% 6913
2019
Q2 		$15K Hold
250
– – ﹤0.01% 6807
2019
Q1 		$16K Sell
250
-750
-75% -$44.7K ﹤0.01% 6490
2018
Q4 		$56K Hold
1,000
– – ﹤0.01% 5988
2018
Q3 		$67K Sell
1,000
-816
-45% -$54.2K ﹤0.01% 5940
2018
Q2 		$122K Buy
1,816
+1,168
+180% +$78.8K ﹤0.01% 5298
2018
Q1 		$45K Buy
648
+536
+479% +$38.3K ﹤0.01% 5793
2017
Q4 		$8K Sell
112
-486
-81% -$35.1K ﹤0.01% 7160
2017
Q3 		$41K Buy
+598
New +$42.2K ﹤0.01% 5936
2017
Q2 		– Sell
-98
Closed -$7K – 7870
2017
Q1 		$7K Sell
98
-8
-8% -$509 ﹤0.01% 6821
2016
Q4 		$6K Buy
+106
New +$6.46K ﹤0.01% 7159
2016
Q1 		– Sell
-320
Closed -$16K – 7981
2015
Q4 		$16K Buy
320
+313
+4,471% +$15.7K ﹤0.01% 6955
2015
Q3 		$0 Sell
7
-2,201
-100% -$107K ﹤0.01% 8545
2015
Q2 		$110K Sell
2,208
-2,103
-49% -$103K ﹤0.01% 5317
2015
Q1 		$213K Buy
4,311
+2,482
+136% +$121K ﹤0.01% 4829
2014
Q4 		$89K Buy
+1,829
New +$87.6K ﹤0.01% 5816

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
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
NF
Napier Financial Braintree, Massachusetts $436M AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group's NEN Position: Q1 2026 in Review

UBS Group increased its New England Realty Associates (NEN) stake by 81% in Q1 2026, buying an estimated $123K and bringing the position to 4,281 shares worth $258K. The position accounts for ﹤0.01% of the portfolio, ranked #6492.

UBS Group first reported a position in NEN in Q4 2014 and has held it in 37 quarters since. 12 funds tracked by Wall St. Rank hold NEN as of Q1 2026.

  • UBS Group held 4,281 shares of New England Realty Associates worth $258K as of Q1 2026.
  • UBS Group bought 1,921 New England Realty Associates shares in Q1 2026, an estimated $123K.
  • New England Realty Associates made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #6492 holding.
  • UBS Group first reported a position in New England Realty Associates in Q4 2014 and has held it in 37 quarters since.
  • 12 funds tracked by Wall St. Rank held New England Realty Associates as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.