13FBOX
INCOME OPPORTUNITY RLTY INVS · 13F Institutional Holdings
Options Calculator Rankings
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INCOME OPPORTUNITY RLTY INVS

IOR
Institutions
4
Combined AUM (Q2 2026)
$171,027
Combined Shares (Q2 2026)
9,237
Overall Trend
Increase
All institutions combined
Basis: holder count and combined value / shares merge all share classes of the same company (e.g. Class A / C); each institution is counted once, and value & shares are the sum across classes.
📥 Inflow (Q1 2026→Q2 2026)
+152
1 institutions added · 1 new buys
Est. buy amount
📤 Outflow (Q1 2026→Q2 2026)
-18
1 institutions reduced · 0 exits
Est. sell amount
⚖️ Net Share Change
+134
Net Buy
💰 Est. Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$171,027
Institutions
4
New Buys
1
Adds
0
Reduces
1
Exits
0
Unchanged
2
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
VANGUARD CAPITAL MANAGEMENT LLC
<0.01%<0.01%#3$113,1326,107$112,0026,10700.00%Unchanged
VANGUARD FIDUCIARY TRUST CO
<0.01%<0.01%#2$51,5372,782$51,0222,78200.00%Unchanged
Tower Research Capital LLC (TRC)
<0.01%<0.01%#1$3,614196$3,925214-18-8.41%Reduce
UBS Group AG
<0.01%#4$2,744152$00+152New Buy

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow