New England Realty Associates
New England Realty Associates is a real estate - services company in the real estate sector on AMEX, with a market cap of $230.5M. As of Q3 2025, 3% of shares are held by 13 institutional investors, with CALDWELL SUTTER CAPITAL, INC. as the largest holder at 0.865%.
Overview
Overview of institutional ownership in NEN as of Q3 2025 with a market cap of $250.0M
All Institutions
- Institutions
- 13
- Value Held
- $6.3M
- Shares Held
- 87.7K
- Avg Position
- $484.5K
- Median Position
- $245.5K
Hedge Funds
- Hedge Funds
- 1
- Value Held
- $826.0K
- Shares Held
- 11.4K
- Avg Position
- $826.0K
- Median Position
- $826.0K
Ownership Breakdown
Based on market cap of $250.0M as of Q3 2025. Institutional (non-HF) excludes hedge funds to avoid double counting.
Biggest Investors
Institutions with the largest positions in NEN as of Q3 2025
| Institution | Position Value |
|---|---|
 CALDWELL SUTTER CAPITAL, INC. RIA/Wealth | $2.2M 0.93% of portfolio |
W Warberg Asset Management LLC Hedge Fund•Multi-Strategy | $826.0K 1.64% of portfolio |
L LPL Financial LLC Institution | $719.4K 0.00% of portfolio |
E EPACRIA CAPITAL PARTNERS, LLC Institution | $617.5K 0.50% of portfolio |
 HPM Partners LLC RIA/Wealth | $409.0K 0.00% of portfolio |
 COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth | $350.0K 0.00% of portfolio |
 SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | $245.5K 0.00% of portfolio |
 Empirical Asset Management, LLC RIA/Wealth | $220.9K 0.06% of portfolio |
 RAYMOND JAMES FINANCIAL INC RIA/Wealth | $215.3K 0.00% of portfolio |
 MORGAN STANLEY RIA/Wealth | $206.2K 0.00% of portfolio |
Net Capital Flow
Institutional buying and selling activity for NEN in Q3 2025
- Traded
- +$425.7K
- Buyers
- 5
- Sellers
- 1
- Total Bought
- +$459.8K
- Total Sold
- −$34.2K
- Avg Position
- $484.5K
Biggest Buyers
| Institution | Net Bought |
|---|---|
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | +$245.5K +3.4K shares |
 UBS Group AG Institution | +$163.9K +2.3K shares |
W Warberg Asset Management LLC Hedge Fund•Multi-Strategy | +$49.5K +684.0 shares |
COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth | +$786.5 +11.0 shares |
 WELLS FARGO & COMPANY/MN Institution | +$71.5 +1.0 shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
L LPL Financial LLC Institution | −$34.2K −476.0 shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited NEN in Q3 2025
- New Positions
- 0
- New Value
- -
- Exited Positions
- 0
- Exited Value
- -
New Positions
| Institution | Position Value |
|---|---|
| No new positions found | |
Exited Positions
| Institution | Previous Position |
|---|---|
| No exited positions found | |
Options Activity
Institutions with the largest Call and Put options positions in NEN as of Q3 2025
- Call Positions
- 0
- Call Value
- -
- Put Positions
- 0
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
| No call positions found | |
Put Positions
| Institution | Position Value |
|---|---|
| No put positions found | |
Most Committed Institutions
Institutions with NEN as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
W Warberg Asset Management LLC Hedge Fund•Multi-Strategy | 1.64% $826.0K |
CALDWELL SUTTER CAPITAL, INC. RIA/Wealth | 0.93% $2.2M |
E EPACRIA CAPITAL PARTNERS, LLC Institution | 0.50% $617.5K |
Empirical Asset Management, LLC RIA/Wealth | 0.06% $220.9K |
HPM Partners LLC RIA/Wealth | 0.00% $409.0K |
COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth | 0.00% $350.0K |
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | 0.00% $245.5K |
L LPL Financial LLC Institution | 0.00% $719.4K |
RAYMOND JAMES FINANCIAL INC RIA/Wealth | 0.00% $215.3K |
UBS Group AG Institution | 0.00% $192.2K |
Hedge Fund Spotlight
Discover hedge funds investing in NEN
- Portfolio Value
- $50.4M
- Positions
- 93
- Last Reported
- Q3 2025
Position in New England Realty Associates
- Market Value
- $826.0K
- Shares Held
- 11.4K
- Portfolio Weight
- 1.64%
- Owned Since
- 2020-Q4
| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
Oil & Gas Exploration & Production Energy | $11.4M | 22.59% | |
Computer Hardware Technology | $8.2M | 16.31% | |
Medical - Instruments & Supplies Healthcare | $3.3M | 6.53% |
