NEN · AMEX · Real Estate - Development

New England Realty Associates (NEN)

Operator of Greater Boston apartments and mixed-use properties via publicly traded depositary receipts.

$51.50
vs last close+0.50 (+0.98%)

13F · 13D/G · Form 4

Institutions82.29%94.2K shares
11 holders · as of Jun 30, 2026
Other17.71%20.3K shares
remainder

114.4K company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing

Two share counts disagree (114.4K in the company's Sep 22, 2026 report, 3.49M elsewhere); stakes use the report.

This company has 2 share classes; every stake here is a share of the whole company.

13F · 13D/G · Form 4

HolderStakeSharesDate
Caldwell Sutter Capital, Inc.Institution
25.36%29,019 Aas of Jun 30, 2026
Susquehanna International Group, LLPInstitution
14.51%16,609 Aas of Jun 30, 2026
Warberg Asset Management LLCInstitution
13.19%15,100 Aas of Jun 30, 2026
LPL Financial LLCInstitution
8.76%10,027 Aas of Jun 30, 2026
Epacria Capital Partners, LLCInstitution
8.69%9,942 Aas of Jun 30, 2026
UBS Group AGInstitution
3.80%4,345 Aas of Jun 30, 2026
Napier Financial, LLCInstitution
2.73%3,122 Aas of Jun 30, 2026
Morgan StanleyInstitution
2.51%2,873 Aas of Jun 30, 2026
Royal Bank of CanadaInstitution
1.19%1,361 Aas of Jun 30, 2026
Wells Fargo & Company/MNInstitution
1.15%1,321 Aas of Jun 30, 2026
JPMorgan Chase & CoInstitution
0.39%450 Aas of Jun 30, 2026
Maura BrownInsider
5.30% of class, as filedfiled Aug 3, 2026

13F, as of Jun 30, 2026

11 holders · 94.2K shares · 0 new positions · 2 increased · 4 reduced · 1 closed

HolderShares% of companyChg q/qFiled
Caldwell Sutter Capital, Inc.29.0K25.36%0Aug 5, 2026
Susquehanna International Group, LLP16.6K14.51%−923Aug 14, 2026
Warberg Asset Management LLC15.1K13.19%−2.6KAug 11, 2026
LPL Financial LLC10.0K8.76%0Aug 7, 2026
Epacria Capital Partners, LLC9.9K8.69%+1.3KAug 14, 2026
UBS Group AG4.3K3.80%+64Aug 13, 2026
Napier Financial, LLC3.1K2.73%0Jul 31, 2026
Morgan Stanley2.9K2.51%−1Aug 13, 2026

13D/G · 5% or more, as filed

Holder% of classSharesFormFiled
Brown Jameson Pruitt31.50%878.5K13DJun 26, 2026
Maura Brown5.30%146.6K13GAug 3, 2026

Form 4

Latest trades

Nothing filed in the last 12 months.

House and Senate disclosures

Not reported.