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IOR

Income Opportunity Realty Investors

7 hedge funds and large institutions have $207K invested in Income Opportunity Realty Investors in 2023 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 3 increasing their positions, 1 reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 1

17% more funds holding

Funds holding: 67 (+1)

8% more capital invested

Capital invested by funds: $192K → $207K (+$15.4K)

0.04% more ownership

Funds ownership: 0.4%0.44% (+0.04%)

Holders
7
Holders Change
+1
Holders Change %
+16.67%
% of All Funds
0.11%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
3
Reduced
1
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Geode Capital Management
1
Geode Capital Management
Massachusetts
$139K +$95 +8 +0.1%
TRCT
2
Tower Research Capital (TRC)
New York
$37.6K +$25.1K +2,111 +167%
BlackRock
3
BlackRock
New York
$19.9K +$1.35K +114 +7%
Bank of America
4
Bank of America
North Carolina
$9.13K
Creative Planning
5
Creative Planning
Kansas
$1.76K +$831 +70 New
Wells Fargo
6
Wells Fargo
California
$67
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
-$5.94K -500 -98%

IOR Hedge Fund Activity: Q3 2023 in Review

7 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Income Opportunity Realty Investors (IOR) for Q3 2023, worth a combined $207K — up 8% from $192K a quarter earlier.

Buyers outnumbered sellers: 1 fund opened new IOR positions and 0 closed out — a net gain of 1 holder — while 3 added to existing stakes and 1 trimmed.

The largest buyer was Tower Research Capital (TRC), adding an estimated $25.1K. The largest seller was Royal Bank of Canada, cutting an estimated $5.94K.

  • 7 institutional investors held Income Opportunity Realty Investors (IOR) as of Q3 2023, up from 6 in Q2 2023.
  • Funds reported $207K of Income Opportunity Realty Investors stock for Q3 2023, up 8% quarter-over-quarter.
  • 1 fund opened new Income Opportunity Realty Investors positions in Q3 2023 and 0 closed out, a net change of +1 holder.
  • The largest Income Opportunity Realty Investors buyer in Q3 2023 was Tower Research Capital (TRC), an estimated $25.1K added.
  • The largest Income Opportunity Realty Investors seller in Q3 2023 was Royal Bank of Canada, an estimated $5.94K sold.

Based on aggregated 13F filings for Q3 2023.