NEN — New England Rlty Assoc Ltd P Institutional Holders · Q2 2026
Who owns New England Rlty Assoc Ltd P (NEN)? 12 institutions reported holding $5.53M in SEC 13F filings for Q2 2026 (period ended 2026-06-30). Largest holders: Caldwell Sutter Capital, Inc. ($1.7M), Susquehanna International Group, LLP ($974,782), Warberg Asset Management LLC ($886,219).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | CALDWELL SUTTER CAPITAL, INC. | $1.7M | 29,019 | Hold |
| 2 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $974,782 | 16,609 | Trimmed |
| 3 | Warberg Asset Management LLC | $886,219 | 15,100 | Trimmed |
| 4 | LPL Financial LLC | $588,485 | 10,027 | Hold |
| 5 | EPACRIA CAPITAL PARTNERS, LLC | $583,496 | 9,942 | Added |
| 6 | UBS Group AG | $255,008 | 4,345 | Added |
| 7 | Napier Financial, LLC | $183,230 | 3,122 | Hold |
| 8 | MORGAN STANLEY | $168,616 | 2,873 | Trimmed |
| 9 | Royal Bank of Canada | $80,000 | 1,361 | Trimmed |
| 10 | WELLS FARGO & COMPANY/MN | $77,503 | 1,321 | Hold |
| 11 | JPMORGAN CHASE & CO | $25,600 | 450 | Hold |
| 12 | Cerity Partners LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30