Who Owns Income Opportunity Realty Investors Stock?
NYSE: IORFinancial ServicesMortgage FinanceUSD
At close: Oct 6, 10:51 AM ET · Delayed 15 min
Ownership breakdown
- Held by institutions
- 0.27%
- Held by insiders
- 91.44%
- Institutional holders
- 5
- Institutions 0.3%
- Insiders 91.4%
- Public and other 8.3%
Who owns Income Opportunity Realty Investors stock?
Institutional investors own about 0.3% of Income Opportunity Realty Investors's shares, spread across 5 institutions that file 13F reports. That level of institutional ownership is relatively low, leaving more of the stock with retail investors and insiders. Insiders, including executives, directors and large founding shareholders, hold 91.44% of IOR.
The largest institutional holders are Vanguard Capital Management LLC (0.15%), Vanguard Fiduciary Trust Co (0.07%) and Tower Research Capital LLC (TRC) (0.00%). In their latest filings, 1 of the top 4 institutions increased their IOR positions and 1 reduced them.
Summary generated from market data by MetaCap's automated system. Methodology
Top institutional holders of IOR
| Institution | Shares | % Held | Change |
|---|---|---|---|
| Vanguard Capital Management LLC | 6.11K | 0.15% | 0.0% |
| Vanguard Fiduciary Trust Co | 2.78K | 0.07% | 0.0% |
| Tower Research Capital LLC (TRC) | 196 | 0.00% | -8.4% |
| UBS Group AG | 152 | 0.00% | +100.0% |
% held is the share of total shares outstanding. Change is the percentage change in the position since the holder's previous 13F filing.
Top mutual fund and ETF holders of IOR
| Fund | Shares | % Held |
|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | 6.11K | 0.15% |
| Fidelity Concord Street Trust-Fidelity Extended Market Index Fund | 1.43K | 0.04% |
| Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund | 388 | 0.01% |
Frequently asked questions
Who is the largest shareholder of Income Opportunity Realty Investors?
Vanguard Capital Management LLC is the largest institutional shareholder of IOR, owning 0.15% of shares outstanding (6.11K shares) as of its latest 13F filing.
What percentage of Income Opportunity Realty Investors is owned by institutions?
Institutions own about 0.3% of IOR shares and 3.2% of the public float.
How much of Income Opportunity Realty Investors do insiders own?
Insiders, such as officers and directors, own about 91.44% of IOR shares outstanding.
Where does institutional ownership data come from?
Investment managers with more than $100 million in US equities must file Form 13F with the SEC within 45 days of each quarter-end. Holdings are therefore up to about 4.5 months old when published.