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IOR — INCOME OPPORTUNITY RLTY INVS

Reported value held$554.85K
Funds holding (latest)7
SectorReal Estate
Funds holding (Q2 2026)1
Institutional value$2.74K · 152 sh
New / Add / Cut / Exit1 / 0 / 0 / 0
Top-5 / Top-10 concentration100.0% / 100.0%

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

FundSharesValuePortfolio WeightChange
UBS Group AG history 152 $2.74K 0.00% New

Q4 2025 — 1 funds

FundSharesValuePortfolio WeightChange
Bank of America Corp history 4 $71 0.00% Reduce

Q3 2025 — 1 funds

FundSharesValuePortfolio WeightChange
Bank of America Corp history 823 $14.62K 0.00% Hold

Q2 2025 — 1 funds

FundSharesValuePortfolio WeightChange
Bank of America Corp history 823 $14.73K 0.00% Hold

Q1 2025 — 1 funds

FundSharesValuePortfolio WeightChange
Bank of America Corp history 822 $14.38K 0.00% Hold

Q4 2024 — 1 funds

FundSharesValuePortfolio WeightChange
Bank of America Corp history 822 $14.80K 0.00% Reduce

New Positions (Q2 2026)

Fully Exited (vs previous quarter)

No tracked fund fully exited this quarter.

Fund Position History — shares by quarter (top 7 funds)

FundQ2 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022Q3 2022Q2 2022Q1 2022Q4 2021Q3 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

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