VANGUARD CAPITAL MANAGEMENT LLC
Position in IOR — Income Opportunity Realty Investors Inc /Tx/
CIK 2100119
MALVERN, PA
Position in IOR
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$112,613
+$611 QoQ
Shares Held
6,107
0.0% QoQ
Ownership
0.150%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1
of 4 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in IOR Over Time
Shares Held
Position Value (USD)
Position in Mortgage Finance
Financial Services · as of Jun 30, 2026VANGUARD CAPITAL MANAGEMENT LLC holds $940,225,587 across 10 Mortgage Finance names. IOR ranks #10 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RKT |
Rocket Companies, Inc.
|
42,689,718 | $672,363,058 | |
| 2 | PFSI |
PennyMac Financial Services, Inc.
|
1,293,868 | $112,695,902 | |
| 3 | WD |
Walker & Dunlop, Inc.
|
1,493,413 | $81,689,691 | |
| 4 | UWMC |
UWM Holdings Corp
|
13,174,409 | $30,169,396 | |
| 5 | BETR |
Better Home & Finance Holding Co
|
495,753 | $13,633,207 | |
| 6 | ONIT |
Onity Group Inc.
|
293,391 | $11,662,292 | |
| 7 | VEL |
Velocity Financial, Inc.
|
487,011 | $8,990,223 | |
| 8 | LDI |
loanDepot, Inc.
|
6,054,886 | $7,568,607 |
All Filings in IOR
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $112,613 | 6,107 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $112,002 | 6,107 | Shares | Defined | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||