New England Realty Associates
NEN
14 hedge funds and large institutions have $7.07M invested in New England Realty Associates in 2025 Q1 according to their latest regulatory filings, with 0 funds opening new positions, 5 increasing their positions, 1 reducing their positions, and closing their positions.
400% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 1
0% more capital invested
Capital invested by funds: $7.07M → $7.07M (+$5.28K)
0% more funds holding
Funds holding: 14 → 14 (0)
0.04% less ownership
Funds ownership: 3.14% → 3.1% (-0.04%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$20.6K |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$18.8K |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$6.69K |
| 4 |
CSC
Caldwell Sutter Capital
Sausalito,
California
|
+$4.03K |
| 5 |
Morgan Stanley
New York
|
+$81 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WAM
Warberg Asset Management
Winnetka,
Illinois
|
-$139K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CSC
1
Caldwell Sutter Capital
Sausalito,
California
| $2.48M | +$4.03K | +50 | +0.2% |
|
2
LPL Financial
San Diego,
California
| $818K | – | – | – |
|
|
WAM
3
Warberg Asset Management
Winnetka,
Illinois
| $785K | -$139K | -1,730 | -15% |
|
|
ECP
4
Epacria Capital Partners
Boulder,
Colorado
| $703K | – | – | – |
|
5
Cerity Partners
New York
| $465K | – | – | – |
|
|
6
Commonwealth Equity Services
Waltham,
Massachusetts
| $397K | +$6.69K | +83 | +2% |
|
|
UFA
7
US Financial Advisors
Braintree,
Massachusetts
| $255K | – | – | – |
|
|
EAM
8
Empirical Asset Management
Wellesley,
Massachusetts
| $251K | – | – | – |
|
9
Raymond James Financial
St Petersburg,
Florida
| $245K | – | – | – |
|
|
10
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $240K | +$20.6K | +256 | +10% |
|
|
11
Morgan Stanley
New York
| $234K | +$81 | +1 | +0% |
|
12
Wells Fargo
San Francisco,
California
| $108K | – | – | – |
|
|
13
UBS Group
Zurich,
Switzerland
| $54.9K | +$18.8K | +233 | +53% |
|
14
JP Morgan Chase
New York
| $36.7K | – | – | – |
|
NEN Hedge Fund Activity: Q1 2025 in Review
14 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in New England Realty Associates (NEN) for Q1 2025, worth a combined $7.07M — up 0.07% from $7.07M a quarter earlier.
Fund positioning in NEN was balanced in Q1 2025: 0 funds opened new positions, 0 closed out, 5 added to existing stakes and 1 trimmed.
The largest buyer was Susquehanna International Group, adding an estimated $20.6K. The largest seller was Warberg Asset Management, cutting an estimated $139K.
- 14 institutional investors held New England Realty Associates (NEN) as of Q1 2025, unchanged from Q4 2024.
- Funds reported $7.07M of New England Realty Associates stock for Q1 2025, up 0.07% quarter-over-quarter.
- 0 funds opened new New England Realty Associates positions in Q1 2025 and 0 closed out.
- The largest New England Realty Associates buyer in Q1 2025 was Susquehanna International Group, an estimated $20.6K added.
- The largest New England Realty Associates seller in Q1 2025 was Warberg Asset Management, an estimated $139K sold.
Based on aggregated 13F filings for Q1 2025.