New England Realty Associates
NEN
12 hedge funds and large institutions have $6.07M invested in New England Realty Associates in 2026 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 3 increasing their positions, 0 reducing their positions, and 1 closing their positions.
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
9% more funds holding
Funds holding: 11 → 12 (+1)
5.34% more ownership
Funds ownership: 102.59% → 107.92% (+5.3%)
1% less capital invested
Capital invested by funds: $6.16M → $6.07M (-$88.7K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NF
Napier Financial
Braintree,
Massachusetts
|
+$199K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$166K |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$123K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$89.4K |
| 5 |
WAM
Warberg Asset Management
Winnetka,
Illinois
|
+$42.4K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$317K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CSC
1
Caldwell Sutter Capital
Sausalito,
California
| $1.75M | – | – | – |
|
|
WAM
2
Warberg Asset Management
Winnetka,
Illinois
| $1.07M | +$42.4K | +665 | +4% |
|
|
3
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $1.07M | +$166K | +2,601 | +17% |
|
4
LPL Financial
San Diego,
California
| $604K | – | – | – |
|
|
ECP
5
Epacria Capital Partners
Boulder,
Colorado
| $527K | – | – | – |
|
|
6
UBS Group
Zurich,
Switzerland
| $258K | +$123K | +1,921 | +81% |
|
7
Cerity Partners
New York
| $240K | – | – | – |
|
|
NF
8
Napier Financial
Braintree,
Massachusetts
| $188K | +$199K | +3,122 | New |
|
9
Morgan Stanley
New York
| $173K | – | – | – |
|
|
10
Royal Bank of Canada
Toronto,
Ontario, Canada
| $86K | +$89.4K | +1,401 | New |
|
11
Wells Fargo
San Francisco,
California
| $80.6K | – | – | – |
|
12
JP Morgan Chase
New York
| $27.5K | – | – | – |
|
|
13
Commonwealth Equity Services
Waltham,
Massachusetts
| – | -$317K | -4,907 | Closed |
|
NEN Hedge Fund Activity: Q1 2026 in Review
12 of the 8,152 institutional investors tracked by Wall St. Rank reported a position in New England Realty Associates (NEN) for Q1 2026, worth a combined $6.07M — down 1.4% from $6.16M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new NEN positions and 1 closed out — a net gain of 1 holder — while 3 added to existing stakes and 0 trimmed.
The largest buyer was Napier Financial, opening a new position worth an estimated $199K. The largest seller was Commonwealth Equity Services, exiting entirely with an estimated $317K sold.
- 12 institutional investors held New England Realty Associates (NEN) as of Q1 2026, up from 11 in Q4 2025.
- Funds reported $6.07M of New England Realty Associates stock for Q1 2026, down 1.4% quarter-over-quarter.
- 2 funds opened new New England Realty Associates positions in Q1 2026 and 1 closed out, a net change of +1 holder.
- The largest New England Realty Associates buyer in Q1 2026 was Napier Financial, an estimated $199K added.
- The largest New England Realty Associates seller in Q1 2026 was Commonwealth Equity Services, an estimated $317K sold.
Based on aggregated 13F filings for Q1 2026.