$NEN

$47.50 -$0.91 (1.87%) Close

$NEN Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 90.0K shares outstanding

Who owns NEN?

By type of holder

Institutions 86.2% Insiders 0.0% Everyone else 13.8%

Concentration Top 10 holders own 1061.8%

Brown Jameson Pruitt 976.1% · Caldwell Sutter Capital, Inc. 32.2%

Institutional ownership

86.2%

-13.8 pts vs last qtr

Institutional holders

-2 vs last qtr

Net shares bought

−22.8K

by institutions in Q2 2026

New / sold out

0 / 2

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

Epacria Capital Partners, LLC +1.3K
UBS Group AG +64

Biggest sellers in Q2 2026

Susquehanna International Group, LLP SOLD OUT −17.5K
Cerity Partners LLC SOLD OUT −4.0K

Who is planning to sell?

No insider has filed a notice of proposed sale (Form 144) for New England Realty Associates LP in the last 12 months.

Is your stake being diluted?

There are not yet two fiscal years of reported share counts for New England Realty Associates LP.

How patient are the owners?

Institutional shares by how long they've been held

5+ years38% 3–5 years50% 1–3 years6% Under 1 year6%

Quarterly turnover

12.7%

of institutional shares changed hands

Top 10 managers, median time held

5 years

Super Investors

Investment managers reporting NEN on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
CS Caldwell Sutter Capital, Inc.	29.0K	32.24%	Unchanged	2022	0.6%
Shares held by quarter Peak holding30.4K (Q1'25) Change over 8 quarters−1.4K Share of the company32.240% Caldwell Sutter Capital, Inc.'s full portfolio →
WA Warberg Asset Management LLC	15.1K	16.78%	−2.6K (−14.7%)	≤2021	0.2%
Shares held by quarter Peak holding17.7K (Q1'26) Change over 8 quarters+5.2K Share of the company16.780% Warberg Asset Management LLC's full portfolio →

Caldwell Sutter Capital, Inc.

29.0K

% of company

32.24%

Change vs last qtr

Unchanged

Held since

2022

Warberg Asset Management LLC

15.1K

% of company

16.78%

Change vs last qtr

−2.6K (−14.7%)

Held since

≤2021

10 more super investors behind a free account

See every manager holding New England Realty Associates LP, how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting NEN on Form N-PORT; together they hold 0.0% of the company

No fund reports holding NEN yet.

Insiders and 5%+ holders

From Forms 3/4/5 and Schedules 13D/G

Holder	Shares	% of company	Change vs last qtr	8 quarters	Held since	% of their book
BJ Brown Jameson Pruitt 5%+ holder 13D · 31.5%	878.5K	976.14%	—	—	—	—
This holder reports through Schedule 13D/G, not a quarterly 13F. Share of the company976.140% Disclosed stake13D · 31.5% View the 13D/G filing →

Brown Jameson Pruitt

5%+ holder13D · 31.5%

878.5K

% of company

976.14%

Change vs last qtr

—

Held since

—

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