New England Realty Associates Limited Partnership
New England Realty Associates Limited Partnership (NEN) Stock Ownership
Institutional vs insider vs public ownership from 13F and float data — top holders, activity, and insider trades below.
SEC 13F · FMP · NEN · as of Sep 30, 2025
Ownership Breakdown
13
Institutional Holders
▲ 1 vs Q2
$6.30M
Total Inst. Value
▲ $320,005 vs Q2
3.49M
Shares Outstanding
freeFloat 62.49%
87,735
13F Shares Held
▲ 5,939 vs Q2
Institutional ownership = 13F shares ÷ total outstanding. Insider % = 100 − free float. Public % = free float − institution %. Data: FMP /symbol-positions-summary + /shares-float + SEC EDGAR.
Top Institutional Holders
NEN largest shareholders · institutional ownership
Q3 2025 · SEC 13F
Showing top 10 holders
| Holder | Shares | % Owned | Weight | Value | Reported | Change |
|---|---|---|---|---|---|---|
CALDWELL SUTTER CAPITAL, INC. operators of apartment buildings | 30.2K | 86.39% | 86.39% | $2.17B | Oct 29, 2025 | — held |
WARBERG ASSET MANAGEMENT LLC operators of apartment buildings | 11.4K | 32.62% | 32.62% | $826.03M | Nov 6, 2025 | ▲ 684 |
LPL FINANCIAL LLC operators of apartment buildings | 10.0K | 28.66% | 28.66% | $719.44M | Nov 12, 2025 | ▼ 476 |
EPACRIA CAPITAL PARTNERS, LLC operators of apartment buildings | 8.6K | 24.68% | 24.68% | $617.47M | Nov 14, 2025 | — held |
CERITY PARTNERS LLC operators of apartment buildings | 5.7K | 16.29% | 16.29% | $408.98M | Oct 22, 2025 | — held |
COMMONWEALTH EQUITY SERVICES, LLC operators of apartment buildings | 4.9K | 13.99% | 13.99% | $351.00M | Oct 22, 2025 | ▲ 11 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP operators of apartment buildings | 3.4K | 9.82% | 9.82% | $245.53M | Nov 14, 2025 | ▲ 3.4K |
EMPIRICAL ASSET MANAGEMENT, LLC operators of apartment buildings | 3.1K | 8.80% | 8.80% | $220.92M | Nov 12, 2025 | — held |
RAYMOND JAMES FINANCIAL INC operators of apartment buildings | 3.0K | 8.57% | 8.57% | $215.25M | Nov 14, 2025 | — held |
MORGAN STANLEY operators of apartment buildings | 2.9K | 8.21% | 8.21% | $206.24M | May 27, 2026 | — held |
Data from SEC Form 13F filings. Ownership bar normalised to largest holder. Change flags: isNew / isSoldOut / changeInSharesNumber (FMP extract-analytics/holder).
Institutional Activity
Q3 2025 vs prior quarter
Q3 2025
5
Increased
+6.4K shares0
New Positions
first time holders1
Decreased
−476 shares0
Sold Out
fully exitedNet shares change (top 50)
+5.9K
+6.4K / −476
Net new holders
+4
0 new / 0 exited
Based on top 50 institutional holders by position size. Fields: isNew, isSoldOut, changeInSharesNumber (FMP extract-analytics/holder, limit=50).
Insider Buying vs Selling
NEN insider trading · insider activity
Source: SEC Form 4
0
Buy transactions
4
Sell transactions
0.00
Buy/Sell ratio
$0M
Total disposed
Recent Insider Transactions
Showing 10 most recent · Common Stock only
| Name · Role | Date | Type | Shares | Price | Value | After Trans. | Filing |
|---|---|---|---|---|---|---|---|
Brown Jameson Pruitt TREASURER | Mar 31, 2026 | J-Other | 9.8 | $1938.96 | $19.0K | 16.6K | Form 4 ↗ |
Brown Jameson Pruitt TREASURER | Mar 31, 2026 | J-Other | 0.26 | $1938.96 | $504.13 | 435.9 | Form 4 ↗ |
BROWN RONALD PRESIDENT | Mar 31, 2026 | J-Other | 3.27 | $1938.96 | $6.3K | 5.5K | Form 4 ↗ |
BROWN RONALD PRESIDENT | Mar 31, 2026 | J-Other | 0.17 | $1938.96 | $329.623 | 290.61 | Form 4 ↗ |
BROWN RONALD PRESIDENT | Dec 31, 2025 | J-Other | 9.32 | $2073.27 | $19.3K | 5.5K | Form 4 ↗ |
BROWN RONALD PRESIDENT | Dec 31, 2025 | J-Other | 0.49 | $2073.27 | $1.0K | 290.78 | Form 4 ↗ |
Brown Jameson Pruitt TREASURER | Dec 31, 2025 | J-Other | 28 | $2073.27 | $58.1K | 16.6K | Form 4 ↗ |
Brown Jameson Pruitt TREASURER | Dec 31, 2025 | J-Other | 0.74 | $2073.27 | $1.5K | 436.1 | Form 4 ↗ |
BROWN RONALD PRESIDENT | Sep 30, 2025 | J-Other | 2.64 | $2165.76 | $5.7K | 5.5K | Form 4 ↗ |
BROWN RONALD PRESIDENT | Sep 30, 2025 | J-Other | 0.14 | $2165.76 | $303.206 | 291.27 | Form 4 ↗ |
Source: /insider-trading/search (FMP stable). Buy/Sell direction: acquisitionOrDisposition A=Buy, D=Sell. RSU vesting (M-Exempt) excluded from sentiment bar. All data from SEC EDGAR public filings.
About institutional & insider ownership
New England Realty Associates Limited Partnership (NEN) is primarily owned by institutional investors, who hold approximately 2.5% of total shares outstanding. Company insiders own approximately 37.51%, while retail and public investors account for the remaining 59.98%.
The largest institutional shareholder of New England Realty Associates Limited Partnership is CALDWELL SUTTER CAPITAL, INC., holding approximately 30,226 shares — equal to 86.39% of outstanding shares — as of September 30, 2025.
A total of 13 institutional investors currently hold NEN stock, with a combined institutional value of approximately $6,299,315 as of the most recent 13F filing period.
Frequently asked questions
NEN ownershipNew England Realty Associates Limited Partnership (NEN) is primarily owned by institutional investors, who hold approximately 2.5% of shares. The largest shareholder is CALDWELL SUTTER CAPITAL, INC. with a 86.39% stake. Company insiders hold 37.51%. Data sourced from SEC Form 13F as of September 30, 2025.