New England Realty Associates Limited Partnership
NENFigures shown here come from public SEC filings. Dates beside each section show the available history.
How New England Realty Associates Limited Partnership Makes Money
Follow each dollar of revenue through to what shareholders keep.
From revenue to net income
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Financial Summary
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SEC filings supply these figures; updates after the dates shown are not included. This page includes 17 annual periods. The latest annual period ends Dec 31, 2025. The latest insider filing shown is dated Apr 2, 2026. The latest institutional report shown is dated Mar 31, 2026; other ownership filings may exist.
Ownership
Who holds the shares, as reported in SEC ownership filings.
Reported 13F positions
Each row shows what a filer reported for one date, not a current position. The link opens that filing.
| Filer | Report date | Shares | Value | Filing |
|---|---|---|---|---|
| UBS Group AG | 2026-03-31 | 4,281 | Not shown | SEC filing |
| LPL Financial LLC | 2026-03-31 | 10,027 | Not shown | SEC filing |
| WELLS FARGO & COMPANY/MN | 2026-03-31 | 1,321 | Not shown | SEC filing |
| Cerity Partners LLC | 2026-03-31 | 3,983 | Not shown | SEC filing |
| Warberg Asset Management LLC | 2026-03-31 | 17,706 | Not shown | SEC filing |
| EPACRIA CAPITAL PARTNERS, LLC | 2026-03-31 | 8,636 | Not shown | SEC filing |
| JPMORGAN CHASE & CO | 2026-03-31 | 450 | Not shown | SEC filing |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 2026-03-31 | 17,532 | Not shown | SEC filing |
| MORGAN STANLEY | 2026-03-31 | 2,874 | Not shown | SEC filing |
| CALDWELL SUTTER CAPITAL, INC. | 2026-03-31 | 29,019 | Not shown | SEC filing |
| Napier Financial, LLC | 2026-03-31 | 3,122 | Not shown | SEC filing |
| ROYAL BANK OF CANADA | 2026-03-31 | 1,401 | Not shown | SEC filing |
| EPACRIA CAPITAL PARTNERS, LLC | 2025-12-31 | 8,636 | Not shown | SEC filing |
| JPMORGAN CHASE & CO | 2025-12-31 | 450 | Not shown | SEC filing |
| MORGAN STANLEY | 2025-12-31 | 2,874 | Not shown | SEC filing |
| Warberg Asset Management LLC | 2025-12-31 | 17,041 | Not shown | SEC filing |
| LPL Financial LLC | 2025-12-31 | 10,027 | Not shown | SEC filing |
| MORGAN STANLEY | 2025-12-31 | 2,874 | Not shown | SEC filing |
| UBS Group AG | 2025-12-31 | 2,360 | Not shown | SEC filing |
| COMMONWEALTH EQUITY SERVICES, LLC | 2025-12-31 | 4,907 | Not shown | SEC filing |
- Each value is checked against New England Realty Associates Limited Partnership's share prices from within about three months of its report date (insiders' Form 4 trades and the latest close).
- Value not shown for 20 rows: no share price from within three months of their report dates is on file, so they could not be checked.
Filer report history
Two reports per filer, as filed. No change is calculated, because the data on file cannot confirm that both reports describe the same security.
- CALDWELL SUTTER CAPITAL, INC.: 29,019 shares reported 2025-12-31; 29,019 shares reported 2026-03-31.
- SUSQUEHANNA INTERNATIONAL GROUP, LLP: 14,931 shares reported 2025-12-31; 17,532 shares reported 2026-03-31.
- JPMORGAN CHASE & CO: 450 shares reported 2025-12-31; 450 shares reported 2026-03-31.
- EPACRIA CAPITAL PARTNERS, LLC: 8,636 shares reported 2025-12-31; 8,636 shares reported 2026-03-31.
- Warberg Asset Management LLC: 17,041 shares reported 2025-12-31; 17,706 shares reported 2026-03-31.
- Cerity Partners LLC: 3,983 shares reported 2025-12-31; 3,983 shares reported 2026-03-31.
- WELLS FARGO & COMPANY/MN: 1,321 shares reported 2025-12-31; 1,321 shares reported 2026-03-31.
- LPL Financial LLC: 10,027 shares reported 2025-12-31; 10,027 shares reported 2026-03-31.
- UBS Group AG: 2,360 shares reported 2025-12-31; 4,281 shares reported 2026-03-31.
- CALDWELL SUTTER CAPITAL, INC.: 30,226 shares reported 2025-09-30; 29,019 shares reported 2025-12-31.
- SUSQUEHANNA INTERNATIONAL GROUP, LLP: 3,434 shares reported 2025-09-30; 14,931 shares reported 2025-12-31.
- JPMORGAN CHASE & CO: 450 shares reported 2025-09-30; 450 shares reported 2025-12-31.
Showing the 12 most recent filer reports.
4 filers have only one report here.
Independent insiders buying near the same time
Purchases & sales (open market or private)
| Security | Code | Price | Filing | |||
|---|---|---|---|---|---|---|
| 2022-09-15 | Brown Jameson Pruitt · TREASURER | NEN Class A Limited Partnership Interest | P — Open market or private purchase | +2,500 | 79.21 | SEC filing |
| 2021-08-31 | Brown Jameson Pruitt · Treasurer | NEN Class A Limited Partnership Interest | P — Open market or private purchase | +2,500 | 61.90 | SEC filing |
| 2021-03-16 | Brown Jameson Pruitt · Treasurer | NEN Class A Limited Partnership Interest | P — Open market or private purchase | +2,500 | 55.05 | SEC filing |
| 2020-08-20 | Brown Jameson Pruitt · Treasurer | NEN Class A Limited Partnership Interest | P — Open market or private purchase | +2,500 | 52.00 | SEC filing |
| 2020-06-02 | Brown Jameson Pruitt · Treasurer | NEN Class A Limited Partnership Interest | P — Open market or private purchase | +200 | 51.96 | SEC filing |
| 2020-05-19 | Brown Jameson Pruitt · Treasurer | NEN Class A Limited Partnership Interest | P — Open market or private purchase | +200 | 47.45 | SEC filing |
| 2020-03-18 | BROWN RONALD · President | NEN Depositary Receipts | P — Open market or private purchase | +2,640 | 53.00 | SEC filing |
| 2019-03-20 | BROWN RONALD · President | NEN Depositary Receipts | P — Open market or private purchase | +500 | 65.00 | SEC filing |
Showing 8 of 10 rows
Other activity
| Security | Code | Filing | |||
|---|---|---|---|---|---|
| 2026-03-31 | Brown Jameson Pruitt · TREASURER | NEN Class B Units of Limited Partnership Interest | J — Other acquisition or disposition | −10 | SEC filing |
| 2026-03-31 | Brown Jameson Pruitt · TREASURER | NEN Units of General Partner Interest | J — Other acquisition or disposition | −0 | SEC filing |
| 2026-03-31 | BROWN RONALD · PRESIDENT | NEN Class B Units of Limited Partnership Interest | J — Other acquisition or disposition | −3 | SEC filing |
| 2026-03-31 | BROWN RONALD · PRESIDENT | NEN Units of General Partnership Interest | J — Other acquisition or disposition | −0 | SEC filing |
| 2025-12-31 | BROWN RONALD · PRESIDENT | NEN Units of General Partnership Interest | J — Other acquisition or disposition | −0 | SEC filing |
| 2025-12-31 | BROWN RONALD · PRESIDENT | NEN Class B Units of Limited Partnership Interest | J — Other acquisition or disposition | −9 | SEC filing |
| 2025-12-31 | Brown Jameson Pruitt · TREASURER | NEN Units of General Partner Interest | J — Other acquisition or disposition | −1 | SEC filing |
| 2025-12-31 | Brown Jameson Pruitt · TREASURER | NEN Class B Units of Limited Partnership Interest | J — Other acquisition or disposition | −28 | SEC filing |
Showing 8 of 10 rows
These tables describe filed transactions, not current holdings. Prices are shown as filed; a currency is added only when the filing's data names one. Amended and possible duplicate rows are left out of size comparisons and transaction groups.