Recent Quarter Total Invested
$6.16 M
Recent Quarter Institutional Ownership Percentage
2.46%
Total Invested of Last Quarter
$6.80 M
Ownership Percentage of Last Quarter
2.69%
New England Realty Associates Limited Partnership Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| CALDWELL SUTTER CAPITAL, INC. | 07/23/2024 | 30,376 | $2.16 M | -6.07% | 0.86% |
| WARBERG ASSET MANAGEMENT LLC | 08/09/2024 | 12,675 | $904,235 | -20.68% | 0.36% |
| LPL FINANCIAL LLC | 08/07/2024 | 10,027 | $711,716 | 0.00% | 0.28% |
| EPACRIA CAPITAL PARTNERS, LLC | 08/14/2024 | 8,636 | $609,529 | 0.00% | 0.25% |
| CERITY PARTNERS LLC | 08/13/2024 | 5,700 | $404,586 | 0.00% | 0.16% |
| COMMONWEALTH EQUITY SERVICES, LLC | 07/31/2024 | 4,171 | $296,000 | 0.24% | 0.12% |
| US FINANCIAL ADVISORS, LLC | 08/02/2024 | 3,122 | $221,600 | 0.00% | 0.09% |
| EMPIRICAL ASSET MANAGEMENT, LLC | 08/12/2024 | 3,079 | $218,547 | 0.00% | 0.09% |
| RAYMOND JAMES & ASSOCIATES | 07/19/2024 | 3,000 | $212,940 | 0.00% | 0.09% |
| MORGAN STANLEY | 10/17/2024 | 2,874 | $204,001 | 0.00% | 0.08% |
| WELLS FARGO & COMPANY/MN | 08/13/2024 | 1,320 | $93,198 | -0.08% | 0.04% |
| BANK OF AMERICA CORP /DE/ | 08/14/2024 | 790 | $56,074 | -77.68% | 0.02% |
| JPMORGAN CHASE & CO | 08/12/2024 | 450 | $32,265 | 0.00% | 0.01% |
| UBS GROUP AG | 08/14/2024 | 243 | $17,248 | 100.00% | 0.01% |
| CWM, LLC | 07/10/2024 | 238 | $17,000 | -54.05% | 0.01% |
New England Realty Associates Limited Partnershipinstitutional Ownership - Frequently Asked Questions
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Who are the largest shareholders of NEN shares?
During the previous two years, 21 institutional investors and hedge funds held shares of New England Realty Associates Limited Partnership. The most heavily invested institutionals were:
CALDWELL SUTTER CAPITAL, INC.: 30,376
LPL Financial LLC: 10,027
Warberg Asset Management LLC: 9,900
EPACRIA CAPITAL PARTNERS, LLC: 8,636
Cerity Partners LLC: 5,700
COMMONWEALTH EQUITY SERVICES, LLC: 4,180
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What percentage of New England Realty Associates Limited Partnership stock is owned by institutional investors?
2.46% of New England Realty Associates Limited Partnership stock is owned by institutional investors.
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How much institutional buying is happening at NEN ?
Institutional investors have bought a total of 100,500 shares in the last 24 months. This purchase volume represents approximately $8.29 M in transactions.