New England Realty Associates
NEN
NEN
12 hedge funds and large institutions have $5.98M invested in New England Realty Associates in 2025 Q2 according to their latest regulatory filings, with funds opening new positions, 3 increasing their positions, 3 reducing their positions, and closing their positions.
Holders
12
Holders Change
-2
Holders Change %
-14.29%
% of All Funds
0.16%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
–
Increased
3
Reduced
3
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
WAM
1
Warberg Asset Management
Winnetka,
Illinois
|
$784K |
| 2 |
2
LPL Financial
San Diego,
California
|
$768K |
| 3 |
3
Commonwealth Equity Services
Waltham,
Massachusetts
|
$357K |
Top Sellers
| 1 |
1
UBS Group
Zurich,
Switzerland
|
$28.8K |
| 2 |
CSC
2
Caldwell Sutter Capital
Sausalito,
California
|
$2.21M |
| 3 |
3
Wells Fargo
San Francisco,
California
|
$96.5K |
| Name | Market Value | Shares |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
|
CSC
1
Caldwell Sutter Capital
Sausalito,
California
| $2.21M | 30,226 | -200 | -0.7% |
|
|
WAM
2
Warberg Asset Management
Winnetka,
Illinois
| $784K | 10,730 | +1,081 | +11% |
|
|
3
LPL Financial
San Diego,
California
| $768K | 10,503 | +476 | +5% |
|
|
ECP
4
Epacria Capital Partners
Boulder,
Colorado
| $631K | 8,636 | – | – |
|
5
Cerity Partners
New York
| $417K | 5,700 | – | – |
|
|
6
Commonwealth Equity Services
Waltham,
Massachusetts
| $357K | 4,884 | +11 | +0.2% |
|
|
EAM
7
Empirical Asset Management
Wellesley,
Massachusetts
| $225K | 3,079 | – | – |
|
8
Raymond James Financial
St Petersburg,
Florida
| $219K | 3,000 | – | – |
|
9
Morgan Stanley
New York
| $210K | 2,874 | – | – |
|
|
10
Wells Fargo
San Francisco,
California
| $96.5K | 1,320 | -1 | -0.1% |
|
11
JPMorgan Chase & Co
New York
| $32.9K | 450 | – | – |
|
|
12
UBS Group
Zurich,
Switzerland
| $28.8K | 394 | -279 | -41% |
|