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New England Realty Associates
NEN

Overview Fund Activity

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.

Holders
14
Holders Change
–
Holders Change %
0%
% of All Funds
0.19%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
–
Increased
5
Reduced
1
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$240K
2
UBS Group
2
UBS Group
Switzerland
$54.9K
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$397K
4
CSC
4
Caldwell Sutter Capital
California
$2.48M
5
Morgan Stanley
5
Morgan Stanley
New York
$234K

Top Sellers

1
WAM
1
Warberg Asset Management
Illinois
$785K
Name Market Value Shares Shares
Change 		Shares
Change %
CSC
1
Caldwell Sutter Capital
California
$2.48M 30,426 +50 +0.2%
LPL Financial
2
LPL Financial
California
$818K 10,027 – –
WAM
3
Warberg Asset Management
Illinois
$785K 9,649 -1,730 -15%
ECP
4
Epacria Capital Partners
Colorado
$703K 8,636 – –
Cerity Partners
5
Cerity Partners
New York
$465K 5,700 – –
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$397K 4,873 +83 +2%
UFA
7
US Financial Advisors
Massachusetts
$255K 3,122 – –
EAM
8
Empirical Asset Management
Massachusetts
$251K 3,079 – –
Raymond James Financial
9
Raymond James Financial
Florida
$245K 3,000 – –
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$240K 2,945 +256 +10%
Morgan Stanley
11
Morgan Stanley
New York
$234K 2,874 +1 +0%
Wells Fargo
12
Wells Fargo
California
$108K 1,321 – –
UBS Group
13
UBS Group
Switzerland
$54.9K 673 +233 +53%
JPMorgan Chase & Co
14
JPMorgan Chase & Co
New York
$36.7K 450 – –
CFGS
15
Concourse Financial Group Securities
Alabama
– – – –