Morgan Stanley
IOR

Morgan Stanley’s Income Opportunity Realty Investors IOR Stock Holding History

Morgan Stanley’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
Q1 		– Sell
-369
Closed -$4.28K – 7773
2022
Q4 		$4.28K Sell
369
-598
-62% -$7.24K ﹤0.01% 7185
2022
Q3 		$12K Buy
+967
New +$11.7K ﹤0.01% 7007

Other funds holding IOR

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley's IOR Position: Q1 2023 in Review

Morgan Stanley sold out of Income Opportunity Realty Investors (IOR) in Q1 2023, closing a stake of 369 shares — an estimated $4.28K sold.

Morgan Stanley first reported a position in IOR in Q3 2022 and held it in 2 quarters. The position peaked at $12K in Q3 2022. 5 funds tracked by Wall St. Rank hold IOR as of Q1 2023.

  • Morgan Stanley reported no remaining Income Opportunity Realty Investors position as of Q1 2023 after selling out during the quarter.
  • Morgan Stanley sold 369 Income Opportunity Realty Investors shares in Q1 2023, an estimated $4.28K.
  • Morgan Stanley first reported a position in Income Opportunity Realty Investors in Q3 2022 and held it in 2 quarters.
  • Morgan Stanley's Income Opportunity Realty Investors position peaked at $12K in Q3 2022.
  • 5 funds tracked by Wall St. Rank held Income Opportunity Realty Investors as of Q1 2023.

Based on Morgan Stanley's 13F filing for Q1 2023, filed 15 May 2023.