Creative Planning
IOR

Creative Planning’s Income Opportunity Realty Investors IOR Stock Holding History

Creative Planning’s Portfolio IOR Stock Details IOR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-70
Closed -$1.76K – 2922
2023
Q3 		$1.76K Buy
+70
New +$831 ﹤0.01% 2811

Other funds holding IOR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Creative Planning's IOR Position: Q4 2023 in Review

Creative Planning sold out of Income Opportunity Realty Investors (IOR) in Q4 2023, closing a stake of 70 shares — an estimated $1.76K sold.

Creative Planning first reported a position in IOR in Q3 2023 and held it in 1 quarter. The position peaked at $1.76K in Q3 2023. 6 funds tracked by Wall St. Rank hold IOR as of Q4 2023.

  • Creative Planning reported no remaining Income Opportunity Realty Investors position as of Q4 2023 after selling out during the quarter.
  • Creative Planning sold 70 Income Opportunity Realty Investors shares in Q4 2023, an estimated $1.76K.
  • Creative Planning first reported a position in Income Opportunity Realty Investors in Q3 2023 and held it in 1 quarter.
  • Creative Planning's Income Opportunity Realty Investors position peaked at $1.76K in Q3 2023.
  • 6 funds tracked by Wall St. Rank held Income Opportunity Realty Investors as of Q4 2023.

Based on Creative Planning's 13F filing for Q4 2023, filed 14 Feb 2024.