DOSSIER · 13F Holders · Q3 2026
NEN

NEW ENGLAND RLTY ASSOC LTD P

12 institutions still hold NEW ENGLAND RLTY ASSOC LTD P as of Q3 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 644206104·12 13F holders·last filed Sep 30, 2026
Market cap
—
13F value held
$5M
visible holders
Holders
12
filers reporting
Concentration
29.80%
CALDWELL SUTTER CAPITAL, INC. #1
top holder share
AI Holders Summary · Q3 2026

12 institutions reported NEN in Q3 2026. CALDWELL SUTTER CAPITAL, INC. leads at 29.8% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
CALDWELL SUTTER CAPITAL, INC.
CIK 0000702007
$2M31K0.60%Q3 2026
02
Warberg Asset Management LLC
CIK 0001597506
$1M20K0.14%Q3 2026
03
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$975K17K0.00%Q2 2026
04
EPACRIA CAPITAL PARTNERS, LLC
CIK 0001927623
$583K10K0.45%Q2 2026
05
LPL Financial LLC
CIK 0001403438
$521K10K0.00%Q3 2026
06
Napier Financial, LLC
CIK 0002086579
$183K3K0.04%Q2 2026
07
MORGAN STANLEY
CIK 0000895421
$169K3K0.00%Q2 2026
08
UBS Group AG
CIK 0001610520
$151K3K0.00%Q3 2026
09
ROYAL BANK OF CANADA
CIK 0001000275
$80K1K0.00%Q2 2026
10
WELLS FARGO & COMPANY/MN
CIK 0000072971
$78K1K0.00%Q2 2026
11
JPMORGAN CHASE & CO
CIK 0000019617
$26K4500.00%Q2 2026
12
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 0000752798
$00—Q2 2025
Insiders at NEW ENGLAND RLTY ASSOC LTD P
Brown Jameson Pruitt →Brown Ronald →