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IOR

Income Opportunity Realty Investors
IOR

7 hedge funds and large institutions have $218K invested in Income Opportunity Realty Investors in 2022 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 3 increasing their positions, 1 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 1

0.74% less ownership

Funds ownership: 1.16% → 0.42% (-0.74%)

13% less funds holding

Funds holding: 8 → 7 (-1)

50% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 2

63% less capital invested

Capital invested by funds: $586K → $218K (-$368K)

Holders
7
Holders Change
-1
Holders Change %
-12.5%
% of All Funds
0.12%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
3
Reduced
1
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$11.7K
2
BlackRock
BlackRock
New York
+$9.74K
3
Geode Capital Management
Geode Capital Management
Massachusetts
+$1.88K
4
UBS Group
UBS Group
Switzerland
+$1.83K

Top Sellers

Rank Fund Capital Flow
1
Millennium Management
Millennium Management
New York
-$285K
2
Vanguard Group
Vanguard Group
Pennsylvania
-$124K
3
Wells Fargo
Wells Fargo
California
-$278
Name Holding Trade Value Shares
Change 		Change in
Stake
Geode Capital Management
1
Geode Capital Management
Massachusetts
$163K +$1.88K +156 +1%
BlackRock
2
BlackRock
New York
$22K +$9.74K +807 +85%
Morgan Stanley
3
Morgan Stanley
New York
$12K +$11.7K +967 New
Bank of America
4
Bank of America
North Carolina
$10K – – –
UBS Group
5
UBS Group
Switzerland
$7K +$1.83K +152 +37%
Osaic Holdings
6
Osaic Holdings
Arizona
$4K – – –
Millennium Management
7
Millennium Management
New York
– -$285K -22,022 Closed
Vanguard Group
8
Vanguard Group
Pennsylvania
– -$124K -10,724 Closed
Wells Fargo
9
Wells Fargo
California
– -$278 -23 -82%

IOR Hedge Fund Activity: Q3 2022 in Review

7 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Income Opportunity Realty Investors (IOR) for Q3 2022, worth a combined $218K — down 63% from $586K a quarter earlier.

Sellers outnumbered buyers: 2 funds closed out of IOR and 1 opened new positions — a net loss of 1 holder — while 1 trimmed existing stakes and 3 added.

The largest buyer was Morgan Stanley, opening a new position worth an estimated $11.7K. The largest seller was Millennium Management, exiting entirely with an estimated $285K sold.

  • 7 institutional investors held Income Opportunity Realty Investors (IOR) as of Q3 2022, down from 8 in Q2 2022.
  • Funds reported $218K of Income Opportunity Realty Investors stock for Q3 2022, down 63% quarter-over-quarter.
  • 1 fund opened new Income Opportunity Realty Investors positions in Q3 2022 and 2 closed out, a net change of -1 holder.
  • The largest Income Opportunity Realty Investors buyer in Q3 2022 was Morgan Stanley, an estimated $11.7K added.
  • The largest Income Opportunity Realty Investors seller in Q3 2022 was Millennium Management, an estimated $285K sold.

Based on aggregated 13F filings for Q3 2022.