Funds holding INCOME OPPORTUNITY REALTY INVESTORS INC
ISIN US4529261087 · United States
- Fund holders
- 3
- Of which ETFs
- 0 3 other funds
- Value held
- 149.2K $
- Share of capital
- 0.2 % of 4.1M shares on Aug 6, 2026
| Fund | Shares | Value | Weight in fund | Share of capital | |
|---|---|---|---|---|---|
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 6,107 | 112K $ | 0.00 % | 0.15 % | as of Mar 31, 2026 ↗ |
| Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 1,642 | 29.6K $ | 0.00 % | 0.04 % | as of Feb 28, 2026 ↗ |
| Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 426 | 7.7K $ | 0.01 % | as of Feb 28, 2026 ↗ |
The funds most exposed to it
The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of the company in each fund.
| Fund | Weight in fund | |
|---|---|---|
| Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 0.00 % | as of Feb 28, 2026 ↗ |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 0.00 % | as of Mar 31, 2026 ↗ |
Quarter after quarter
Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.
| Quarter | Holders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q2 | 3 | 0 | 8,175 | -9.3 % |
| 2026Q1 | 3 | 0 | 9,017 | -0.3 % |
| 2025Q4 | 3 | 0 | 9,042 | -24.3 % |
| 2025Q3 | 3 | 0 | 11,946 | -2.3 % |
| 2025Q2 | 3 | 0 | 12,232 | -0.7 % |
| 2025Q1 | 3 | +1 | 12,315 | -8.4 % |
| 2024Q4 | 2 | -2 | 13,442 | -15.8 % |
| 2024Q3 | 4 | 0 | 15,959 | -1.1 % |
| 2024Q2 | 4 | 0 | 16,144 | -29.3 % |
| 2024Q1 | 4 | 0 | 22,819 | -0.1 % |
| 2023Q4 | 4 | 22,839 |
Institutional managers
1 manager declares this company to the SEC (Form 13F).
| Manager | Shares | Value | |
|---|---|---|---|
| Tower Research Capital LLC (TRC) | 214 | 3.9K $ | as of Mar 31, 2026 |
Cite this page
Titelia. "Funds holding INCOME OPPORTUNITY REALTY INVESTORS INC". https://titelia.com/en/stocks/income-opportunity-realty-investors-inc-US4529261087