Income Opportunity Realty Investors
5 hedge funds and large institutions have $172K invested in Income Opportunity Realty Investors in 2023 Q1 according to their latest regulatory filings, with 0 funds opening new positions, 1 increasing their positions, 2 reducing their positions, and 3 closing their positions.
38% less funds holding
Funds holding: 8 → 5 (-3)
50% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 2
58.7% less ownership
Funds ownership: 59.07% → 0.37% (-59%)
99% less capital invested
Capital invested by funds: $30.6M → $172K (-$30.4M)
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TRCT
Tower Research Capital (TRC)
New York
|
+$1.94K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GA
General Atlantic
New York
|
-$30.4M |
| 2 |
Geode Capital Management
Boston,
Massachusetts
|
-$6.91K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$6.58K |
| 4 |
Morgan Stanley
New York
|
-$4.28K |
| 5 |
BlackRock
New York
|
-$553 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Geode Capital Management
Boston,
Massachusetts
| $137K | -$6.91K | -599 | -5% |
|
|
2
BlackRock
New York
| $19.2K | -$553 | -48 | -3% |
|
3
Bank of America
Charlotte,
North Carolina
| $9.01K | – | – | – |
|
|
TRCT
4
Tower Research Capital (TRC)
New York
| $7K | +$1.94K | +168 | +40% |
|
5
Wells Fargo
San Francisco,
California
| $57 | – | – | – |
|
|
GA
6
General Atlantic
New York
| – | -$30.4M | -2,446,379 | Closed |
|
|
7
UBS Group
Zurich,
Switzerland
| – | -$6.58K | -567 | Closed |
|
|
8
Morgan Stanley
New York
| – | -$4.28K | -369 | Closed |
|
IOR Hedge Fund Activity: Q1 2023 in Review
5 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Income Opportunity Realty Investors (IOR) for Q1 2023, worth a combined $172K — down 99% from $30.6M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of IOR and 0 opened new positions — a net loss of 3 holders — while 2 trimmed existing stakes and 1 added.
The largest buyer was Tower Research Capital (TRC), adding an estimated $1.94K. The largest seller was General Atlantic, exiting entirely with an estimated $30.4M sold.
- 5 institutional investors held Income Opportunity Realty Investors (IOR) as of Q1 2023, down from 8 in Q4 2022.
- Funds reported $172K of Income Opportunity Realty Investors stock for Q1 2023, down 99% quarter-over-quarter.
- 0 funds opened new Income Opportunity Realty Investors positions in Q1 2023 and 3 closed out, a net change of -3 holders.
- The largest Income Opportunity Realty Investors buyer in Q1 2023 was Tower Research Capital (TRC), an estimated $1.94K added.
- The largest Income Opportunity Realty Investors seller in Q1 2023 was General Atlantic, an estimated $30.4M sold.
Based on aggregated 13F filings for Q1 2023.