UBS Group’s Income Opportunity Realty Investors IOR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1
| Closed | -$17 | – | 10158 |
|
|
2024
Q3 | $17 | Buy |
+1
| New | +$17 | ﹤0.01% | 9321 |
|
|
2024
Q1 | – | Sell |
-8
| Closed | -$107 | – | 9659 |
|
|
2023
Q4 | $107 | Buy |
+8
| New | +$98 | ﹤0.01% | 8923 |
|
|
2023
Q1 | – | Sell |
-567
| Closed | -$6.58K | – | 9951 |
|
|
2022
Q4 | $6.58K | Buy |
567
+1
| +0.2% | +$12 | ﹤0.01% | 9016 |
|
|
2022
Q3 | $7K | Buy |
566
+152
| +37% | +$1.83K | ﹤0.01% | 8877 |
|
|
2022
Q2 | $5K | Hold |
414
| – | – | ﹤0.01% | 8885 |
|
|
2022
Q1 | $5K | Buy |
414
+149
| +56% | +$1.95K | ﹤0.01% | 9131 |
|
|
2021
Q4 | $3K | Buy |
265
+159
| +150% | +$1.95K | ﹤0.01% | 9660 |
|
|
2021
Q3 | $1K | Sell |
106
-970
| -90% | -$12K | ﹤0.01% | 9195 |
|
|
2021
Q2 | $13K | Buy |
1,076
+409
| +61% | +$5.04K | ﹤0.01% | 7784 |
|
|
2021
Q1 | $7K | Sell |
667
-197
| -23% | -$2.28K | ﹤0.01% | 8153 |
|
|
2020
Q4 | $10K | Sell |
864
-203
| -19% | -$2.38K | ﹤0.01% | 7487 |
|
|
2020
Q3 | $13K | Sell |
1,067
-341
| -24% | -$4.47K | ﹤0.01% | 6634 |
|
|
2020
Q2 | $16K | Buy |
1,408
+232
| +20% | +$2.48K | ﹤0.01% | 6694 |
|
|
2020
Q1 | $11K | Sell |
1,176
-222
| -16% | -$2.83K | ﹤0.01% | 6866 |
|
|
2019
Q4 | $18K | Sell |
1,398
-193
| -12% | -$2.38K | ﹤0.01% | 6940 |
|
|
2019
Q3 | $20K | Sell |
1,591
-43
| -3% | -$580 | ﹤0.01% | 6736 |
|
|
2019
Q2 | $21K | Hold |
1,634
| – | – | ﹤0.01% | 6578 |
|
|
2019
Q1 | $18K | Buy |
1,634
+2
| +0.1% | +$22 | ﹤0.01% | 6389 |
|
|
2018
Q4 | $17K | Buy |
1,632
+37
| +2% | +$430 | ﹤0.01% | 6906 |
|
|
2018
Q3 | $19K | Buy |
1,595
+500
| +46% | +$6.35K | ﹤0.01% | 6823 |
|
|
2018
Q2 | $14K | Sell |
1,095
-878
| -45% | -$11.2K | ﹤0.01% | 6940 |
|
|
2018
Q1 | $23K | Buy |
1,973
+44
| +2% | +$478 | ﹤0.01% | 6310 |
|
|
2017
Q4 | $21K | Hold |
1,929
| – | – | ﹤0.01% | 6513 |
|
|
2017
Q3 | $17K | Buy |
+1,929
| New | +$18.4K | ﹤0.01% | 6566 |
|
|
2016
Q1 | – | Sell |
-66
| Closed | – | – | 7875 |
|
|
2015
Q4 | $0 | Buy |
+66
| New | +$488 | ﹤0.01% | 8457 |
|
|
2015
Q3 | – | Sell |
-1,394
| Closed | -$10K | – | 8507 |
|
|
2015
Q2 | $10K | Buy |
1,394
+1,082
| +347% | +$7.67K | ﹤0.01% | 7459 |
|
|
2015
Q1 | $2K | Buy |
+312
| New | +$2.02K | ﹤0.01% | 8449 |
|
Other funds holding IOR
UBS Group's IOR Position: Q4 2024 in Review
UBS Group sold out of Income Opportunity Realty Investors (IOR) in Q4 2024, closing a stake of 1 share — an estimated $17 sold.
UBS Group first reported a position in IOR in Q1 2015 and held it in 27 quarters. The position peaked at $23K in Q1 2018. 2 funds tracked by Wall St. Rank hold IOR as of Q4 2024.
- UBS Group reported no remaining Income Opportunity Realty Investors position as of Q4 2024 after selling out during the quarter.
- UBS Group sold 1 Income Opportunity Realty Investors share in Q4 2024, an estimated $17.
- UBS Group first reported a position in Income Opportunity Realty Investors in Q1 2015 and held it in 27 quarters.
- UBS Group's Income Opportunity Realty Investors position peaked at $23K in Q1 2018.
- 2 funds tracked by Wall St. Rank held Income Opportunity Realty Investors as of Q4 2024.
Based on UBS Group's 13F filing for Q4 2024, filed 14 Feb 2025.