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New England Realty Associates
NEN
NEN
11 hedge funds and large institutions have $6.16M invested in New England Realty Associates in 2025 Q4 according to their latest regulatory filings, with 0 funds opening new positions, 3 increasing their positions, 3 reducing their positions, and 2 closing their positions.
New
Increased
Maintained
Reduced
Closed
8.47% more ownership
Funds ownership: 94.11% → 102.59% (+8.5%)
0% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 3
2% less capital invested
Capital invested by funds: $6.3M → $6.16M (-$136K)
15% less funds holding
Funds holding: 13 → 11 (-2)
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 2
Holders
11
Holders Change
-2
Holders Change %
-15.38%
% of All Funds
0.13%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
–
Increased
3
Reduced
3
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$789K |
| 2 |
WAM
Warberg Asset Management
Winnetka,
Illinois
|
+$386K |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$824 |
Top Sellers
| 1 |
EAM
Empirical Asset Management
Wellesley,
Massachusetts
|
-$221K |
| 2 |
Raymond James Financial
St Petersburg,
Florida
|
-$215K |
| 3 |
Cerity Partners
New York
|
-$118K |
| 4 |
CSC
Caldwell Sutter Capital
Sausalito,
California
|
-$82.9K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$21.9K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CSC
1
Caldwell Sutter Capital
Sausalito,
California
| $1.87M | -$82.9K | -1,207 | -4% |
|
|
WAM
2
Warberg Asset Management
Winnetka,
Illinois
| $1.1M | +$386K | +5,627 | +49% |
|
|
3
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $963K | +$789K | +11,497 | +335% |
|
4
LPL Financial
San Diego,
California
| $647K | – | – | – |
|
|
ECP
5
Epacria Capital Partners
Boulder,
Colorado
| $557K | – | – | – |
|
|
6
Commonwealth Equity Services
Waltham,
Massachusetts
| $317K | +$824 | +12 | +0.2% |
|
|
7
Cerity Partners
New York
| $257K | -$118K | -1,717 | -30% |
|
8
Morgan Stanley
New York
| $185K | – | – | – |
|
|
9
UBS Group
Zurich,
Switzerland
| $152K | -$21.9K | -319 | -12% |
|
10
Wells Fargo
San Francisco,
California
| $85.2K | – | – | – |
|
11
JP Morgan Chase
New York
| $29K | – | – | – |
|
|
EAM
12
Empirical Asset Management
Wellesley,
Massachusetts
| – | -$221K | -3,079 | Closed |
|
|
13
Raymond James Financial
St Petersburg,
Florida
| – | -$215K | -3,000 | Closed |
|