13 institutions reported holding $6.1M of NEW ENGLAND RLTY ASSOC LTD P (NEN) in SEC 13F filings for 2026-03-31. Largest institutional holders: CALDWELL SUTTER CAPITAL, INC. ($1.7M), Warberg Asset Management LLC ($1.1M), SUSQUEHANNA INTERNATIONAL GROUP, LLP ($1.1M), LPL Financial LLC ($603,726), EPACRIA CAPITAL PARTNERS, LLC ($527,228). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | CALDWELL SUTTER CAPITAL, INC. | $1.7M | 29,019 | Hold |
| 2 | Warberg Asset Management LLC | $1.1M | 17,706 | Added |
| 3 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.1M | 17,532 | Added |
| 4 | LPL Financial LLC | $603,726 | 10,027 | Hold |
| 5 | EPACRIA CAPITAL PARTNERS, LLC | $527,228 | 8,636 | Hold |
| 6 | UBS Group AG | $257,759 | 4,281 | Added |
| 7 | Cerity Partners LLC | $239,816 | 3,983 | Hold |
| 8 | Napier Financial, LLC | $187,975 | 3,122 | New |
| 9 | MORGAN STANLEY | $173,090 | 2,874 | Hold |
| 10 | Royal Bank of Canada | $86,000 | 1,401 | New |
| 11 | WELLS FARGO & COMPANY/MN | $80,639 | 1,321 | Hold |
| 12 | JPMORGAN CHASE & CO | $27,473 | 450 | Hold |
| 13 | COMMONWEALTH EQUITY SERVICES, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31