IOR · Income Opportunity Realty Investors Inc /Tx/
Market Cap
$78.56M
Shares
4.07M
Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.
Holders: 4
Total Value: $170,329
Total Shares: 9,237
Institutional Ownership Trend
26 quarters
Holder Concentration
Across 4 13F filers · Δ vs Mar 31, 2026Top Holder
66.1%
−1.0 pts
Top 5
100.0%
0.0 pts
Top 10
100.0%
0.0 pts
HHI
5,286
Highly concentrated−155
Quarterly Activity
vs Mar 31, 2026
New
1
Increased
0
Decreased
1
Sold Out
0
Unchanged
2
Holder count:
+1
Institutional value:
+2.0%
Shares held:
+1.5%
Top Buyers
vs Mar 31, 2026No qualifying movers this quarter.
Top Sellers
vs Mar 31, 2026| Institution | Sold | Now Holds | Open |
|---|---|---|---|
| Mid Tower Research Capital LLC (TRC) | −18 | 196 |
Top New Positions
vs Mar 31, 2026| Institution | Acquired | Value (USD) | Open |
|---|---|---|---|
| Mega UBS Group AG | 152 | $2,802 |
Top Sold-Out Positions
vs Mar 31, 2026No fully closed positions this quarter.
| Holder | Value (USD) | % of 13F | Shares | Type | Filed | Open |
|---|---|---|---|---|---|---|
| Mega VANGUARD CAPITAL MANAGEMENT LLC | $112,613 | 66.11% | 6,107 | Shares | 2026-08-13 | |
| Mega VANGUARD FIDUCIARY TRUST CO Bank | $51,300 | 30.12% | 2,782 | Shares | 2026-08-13 | |
| Mid Tower Research Capital LLC (TRC) | $3,614 | 2.12% | 196 | Shares | 2026-08-11 | |
| Mega UBS Group AG | $2,802 | 1.65% | 152 | Shares | 2026-08-13 |