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New England Realty Associates
NEN

Overview Fund Activity

15 hedge funds and large institutions have $6.16M invested in New England Realty Associates in 2024 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 1 increasing their positions, 5 reducing their positions, and closing their positions.

Holders
15
Holders Change
+1
Holders Change %
+7.14%
% of All Funds
0.22%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
1
Reduced
5
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$17.2K
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$296K

Top Sellers

1
WAM
1
Warberg Asset Management
Illinois
$904K
2
Bank of America
2
Bank of America
North Carolina
$56.1K
3
CSC
3
Caldwell Sutter Capital
California
$2.16M
4
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$17K
5
Wells Fargo
5
Wells Fargo
California
$93.2K
Name Market Value Shares Shares
Change 		Shares
Change %
CSC
1
Caldwell Sutter Capital
California
$2.16M 30,376 -1,963 -6%
WAM
2
Warberg Asset Management
Illinois
$904K 12,675 -3,304 -21%
LPL Financial
3
LPL Financial
California
$712K 10,027 – –
ECP
4
Epacria Capital Partners
Colorado
$610K 8,636 – –
Cerity Partners
5
Cerity Partners
New York
$405K 5,700 – –
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$296K 4,171 +10 +0.2%
UFA
7
US Financial Advisors
Massachusetts
$222K 3,122 – –
EAM
8
Empirical Asset Management
Massachusetts
$219K 3,079 – –
RJA
9
Raymond James & Associates
Florida
$213K 3,000 – –
Morgan Stanley
10
Morgan Stanley
New York
$204K 2,874 – –
Wells Fargo
11
Wells Fargo
California
$93.2K 1,320 -1 -0.1%
Bank of America
12
Bank of America
North Carolina
$56.1K 790 -2,750 -78%
JPMorgan Chase & Co
13
JPMorgan Chase & Co
New York
$32.3K 450 – –
UBS Group
14
UBS Group
Switzerland
$17.2K 243 +243 New
Carson Wealth (CWM LLC)
15
Carson Wealth (CWM LLC)
Nebraska
$17K 238 -280 -54%
CFGS
16
Concourse Financial Group Securities
Alabama
– – – –