UBS Group AG

Position in IOR — Income Opportunity Realty Investors Inc /Tx/

CIK 1610520 ZURICH, V8

Position in IOR

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$2,802

+$2,785 QoQ

Shares Held

152

+15100.0% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

of 4 holders

Holding Since

Mar 2020

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

UBS Group AG holds $111,406,318 across 13 Mortgage Finance names. IOR ranks #12 (0.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	RKT	Rocket Companies, Inc.	5,857,191	$92,250,755
2	UWMC	UWM Holdings Corp	2,085,040	$4,774,741
3	PFSI	PennyMac Financial Services, Inc.	53,817	$4,687,459
4	BETR	Better Home & Finance Holding Co	127,263	$3,499,732
5	ONIT	Onity Group Inc.	61,129	$2,429,877
6	WD	Walker & Dunlop, Inc.	33,840	$1,851,046
7	LDI	loanDepot, Inc.	1,025,168	$1,281,459
8	VEL	Velocity Financial, Inc.	26,707	$493,010

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,802	152	+15100.0%	Shares	Defined	2026-08-13
2024-09-30	$17	1	-87.5%	Shares	Sole	2024-11-14
2023-12-31	$107	8	-98.6%	Shares	Sole	2024-02-09
2022-12-31	$6,809	567	+0.2%	Shares	Sole	2023-02-08
2022-09-30	$7,075	566	+36.7%	Shares	Sole	2022-11-10
2022-06-30	$5,315	414	0.0%	Shares	Sole	2022-08-10
2022-03-31	$5,150	414	+56.2%	Shares	Sole	2022-05-16
2021-12-31	$3,166	265	+150.0%	Shares	Sole	2022-02-14
2021-09-30	$1,180	106	-90.1%	Shares	Sole	2021-11-15
2021-06-30	$13,794	1,076	+61.3%	Shares	Sole	2021-08-13
2021-03-31	$7,430	667	-22.8%	Shares	Sole	2021-05-12
2020-12-31	$9,797	864	-19.0%	Shares	Sole	2021-02-11
2020-09-30	$12,633	1,067	-24.2%	Shares	Sole	2020-11-12
2020-06-30	$15,642	1,408	+19.7%	Shares	Sole	2020-07-31
2020-03-31	$12,101	1,176	—	Shares	Sole	2020-05-01
No filing history on record for this holder in this stock.