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NEW England Realty Associates Limited Partnership: which funds bought and sold

Institutions that bought and sold NEW England Realty Associates Limited Partnership shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 2 institutions that filed 13F reports for both quarters added to or opened positions in NEW England Realty Associates Limited Partnership, and 5 cut or closed them. Together they sold a net 6,183 shares, −6.2% on what they held at the start of the quarter. 0 opened a new position and 1 sold out entirely.

Bought, Q2 2026 2 institutions, 0 of them new holders Sold, Q2 2026 5 institutions, 1 of them sold out
Net change, all compared −6,183 shares (−6.2%)
Net change, active managers 0 shares (—), 0 bought, 0 sold

Buyers versus sellers

institutions compared, 12
Active managers and hedge funds 0 bought · 0 sold · 0
Index fund managers 0 bought · 0 sold · 0
Other institutions 2 bought · 5 sold · −6,183

Biggest buyers

by change in shares held
Institution Change in shares Shares June 30, 2026 Value
Epacria Capital Partners, LLC +1,306 +15.1% 9,942 $583,496
UBS Group AG +64 +1.5% 4,345 $255,008

Biggest sellers

by change in shares held
Institution Change in shares Shares June 30, 2026 Value
Cerity Partners LLC −3,983 Sold out 0 —
Warberg Asset Management LLC −2,606 −14.7% 15K $886,219
Susquehanna International Group, LLP −923 −5.3% 17K $974,782
Royal Bank Of Canada −40 −2.9% 1,361 $80,000
Morgan Stanley −1 0.0% 2,873 $168,616

New positions

largest by value
InstitutionSharesValue June 30, 2026
No institution opened a new position.

Sold out

largest by value
InstitutionSharesValue March 31, 2026
Cerity Partners LLC 3,983 $239,816

Who holds the shares

13F holdings at June 30, 2026
Institutions reporting
11
Ten largest holders
99.5%
of 13F-reported shares
Index fund managers
0.0%
of 13F-reported shares
Active managers and hedge funds
0.0%
of 13F-reported shares
Buying and selling by type of institution, March 31, 2026 to June 30, 2026
TypeBoughtSoldNewSold outNet change in sharesNet %
Active managers and hedge funds 0 0 0 0 0 —
Index fund managers 0 0 0 0 0 —
Other institutions 2 5 0 1 −6,183 −6.2%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

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