Income Opportunity Realty Investors
6 hedge funds and large institutions have $43.9K invested in Income Opportunity Realty Investors in 2023 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 1 increasing their positions, 2 reducing their positions, and 2 closing their positions.
0.36% less ownership
Funds ownership: 0.44% → 0.08% (-0.36%)
14% less funds holding
Funds holding: 7 → 6 (-1)
50% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 2
50% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 2
79% less capital invested
Capital invested by funds: $207K → $43.9K (-$163K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$98 |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$98 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Geode Capital Management
Boston,
Massachusetts
|
-$139K |
| 2 |
TRCT
Tower Research Capital (TRC)
New York
|
-$33.1K |
| 3 |
Creative Planning
Overland Park,
Kansas
|
-$1.76K |
| 4 |
BlackRock
New York
|
-$245 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
BlackRock
New York
| $23.7K | -$245 | -20 | -1% |
|
2
Bank of America
Charlotte,
North Carolina
| $11K | – | – | – |
|
|
TRCT
3
Tower Research Capital (TRC)
New York
| $9.02K | -$33.1K | -2,700 | -80% |
|
|
4
UBS Group
Zurich,
Switzerland
| $107 | +$98 | +8 | New |
|
5
Wells Fargo
San Francisco,
California
| $80 | – | – | – |
|
|
6
Geode Capital Management
Boston,
Massachusetts
| – | -$139K | -12,433 | Closed |
|
|
7
Creative Planning
Overland Park,
Kansas
| – | -$1.76K | -70 | Closed |
|
|
8
Royal Bank of Canada
Toronto,
Ontario, Canada
| – | +$98 | +8 | +89% |
|
IOR Hedge Fund Activity: Q4 2023 in Review
6 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Income Opportunity Realty Investors (IOR) for Q4 2023, worth a combined $43.9K — down 79% from $207K a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of IOR and 1 opened new positions — a net loss of 1 holder — while 2 trimmed existing stakes and 1 added.
The largest buyer was Royal Bank of Canada, adding an estimated $98. The largest seller was Geode Capital Management, exiting entirely with an estimated $139K sold.
- 6 institutional investors held Income Opportunity Realty Investors (IOR) as of Q4 2023, down from 7 in Q3 2023.
- Funds reported $43.9K of Income Opportunity Realty Investors stock for Q4 2023, down 79% quarter-over-quarter.
- 1 fund opened new Income Opportunity Realty Investors positions in Q4 2023 and 2 closed out, a net change of -1 holder.
- The largest Income Opportunity Realty Investors buyer in Q4 2023 was Royal Bank of Canada, an estimated $98 added.
- The largest Income Opportunity Realty Investors seller in Q4 2023 was Geode Capital Management, an estimated $139K sold.
Based on aggregated 13F filings for Q4 2023.