IOR — INCOME OPPORTUNITY RLTY INVS
As of Q2 2026, 1 SEC-registered investment managers reported holding IOR (INCOME OPPORTUNITY RLTY INVS) in their latest 13F filings, with a combined reported value of $2.74K across 152 shares. Ownership is concentrated: the five largest holders account for 100.0% of reported value and the top ten for 100.0%.
Compared with the prior quarter, 1 opened new positions. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
IOR is classified in the Real Estate sector.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
Q2 2026 — 1 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| UBS Group AG history | 152 | $2.74K | 0.00% | New |
Q4 2025 — 1 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Bank of America Corp history | 4 | $71 | 0.00% | Reduce |
Q3 2025 — 1 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Bank of America Corp history | 823 | $14.62K | 0.00% | Hold |
Q2 2025 — 1 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Bank of America Corp history | 823 | $14.73K | 0.00% | Hold |
Q1 2025 — 1 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Bank of America Corp history | 822 | $14.38K | 0.00% | Hold |
Q4 2024 — 1 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Bank of America Corp history | 822 | $14.80K | 0.00% | Reduce |
New Positions (Q2 2026)
- UBS Group AG 152 sh · $2.74K
Fully Exited (vs previous quarter)
No tracked fund fully exited this quarter.
Fund Position History — shares by quarter (top 7 funds)
| Fund | Q2 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 | Q2 2022 | Q1 2022 | Q4 2021 | Q3 2021 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| UBS Group AG | 152 | — | — | — | — | — | 1 | — | — | 8 | — | — | — | 567 | 566 | 414 | 414 | 265 | 106 |
| Bank of America Corp | — | 4 | 823 | 823 | 822 | 822 | 900 | 830 | 819 | 819 | 819 | 819 | 819 | 819 | 819 | 819 | 819 | 827 | 819 |
| Morgan Stanley | — | — | — | — | — | — | — | — | — | — | — | — | — | 369 | 967 | — | — | — | — |
| Geode Capital Management | — | — | — | — | — | — | — | — | — | — | 12.43K | 12.43K | 12.43K | 13.02K | 13.07K | 12.92K | 12.86K | — | — |
| Millennium Management | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 22.02K | 20.64K | 23.98K | 28.35K |
| Vanguard Group | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 10.72K | — | — | — |
| Wells Fargo & Co | — | — | — | — | — | — | — | — | 6 | 6 | 6 | 6 | 5 | 5 | 5 | 28 | 26 | 26 | 26 |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details