Income Opportunity Realty Investors Inc is a US-listed company in the diversified REITs industry. Its financial year ends in December.
Who’s trading
What company insiders, investment funds and members of Congress have been doing with the stock, from their own filings.
- Funds1 adding, 1 cuttingOf 0 active managers that changed their stake, 0 added; quarter to June 30, 2026Fund buyers and sellers
The Fundamentalytics view
Assembled from SEC-filed figures — the full workings are on this page and in our methodology. Observations, not recommendations.
Highlights
How we pick theseStrengths
Nothing in Income Opportunity Realty Investors Inc's latest figures clears our strength thresholds.
Things to watch
- Results due soon. Results are expected around 5 November; the share price can move sharply on the day.
Latest results
- Share reaction
- 0.0% in the first session after the results on August 6, 2026, against +0.5% for the S&P 500
Price chart
- 1 day0.0%
- 1 week0.0%
- 1 month+8.9%
- This year+5.5%
- 1 year+4.0%
- 5 years+47.6%
- S&P 500 this year+11.2%
Loading chart…
Third-party market data · may be delayed
At a glance
Earnings
- Last results
- August 6, 2026
- Next results (est.)
- November 5, 2026
News & updates
Company announcements, filed results and changes that matter to shareholders.
- ResultsSEC 8-KRead source ↗
No model value for Income Opportunity Realty Investors Inc at the moment. Current status: limited reported history: available models are shown without a Buy/Hold/Sell rating. Available reported financials are shown below.
Valuation models
We value Income Opportunity Realty Investors Inc as an equity reit, with every model that fits that kind of business. Cost of equity 7.6%: the 10-year Treasury yield (4.9%) plus a beta of 0.58 times a 4.5% equity risk premium.
| Model | Value per share | In the combined value? |
|---|---|---|
| Funds-from-operations model Funds from operations growing 2.5% a year, discounted at 8%. | — | Does not apply: funds from operations not available or not positive |
| Price-to-FFO vs peers Funds from operations per share times peers' typical (harmonic-mean) price-to-FFO. | — | Does not apply: no twelve-month earnings or share count in the filings yet |
| Dividend discount (growing dividend) Today's dividend growing 2.5% a year, discounted at the cost of equity. | — | Does not apply: no twelve-month earnings or share count in the filings yet |
| Combined value Weighted average of the models that apply: the primary model (funds-from-operations model) counts double. Models more than 5x or less than 0.2x the share price, or more than 3x away from the other models' median, are left out. | — | No model applies: the filings don’t yet support a value. |
Different models fail in different ways, so where several apply we average them rather than trust one. Peer-based models compare Income Opportunity Realty Investors Inc with equity REITs in our coverage, using third-party market data. Model values are estimates under stated assumptions, updated as new filings arrive; not price targets or investment advice. How each model works.
Moat
Not assessed: fewer than five years of comparable figures in the filings. AI disruption exposure for this industry: Low.
Forecasts and guidance
Analysts' consensus
No analyst estimates are published for Income Opportunity Realty Investors Inc: too few analysts cover it.
Positioning
- Short interest
- 0.5% of tradable shares
- Days to cover
- 3.41 at average volume
- Short interest, 1 month
- −12% to October 15, 2026
- Held by institutions
- 0% of shares
- Held by insiders
- 91.8% of shares
Share-price performance
Market data may be delayedReturn and risk by year
| Calendar year | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 to date |
|---|---|---|---|---|---|---|
| Return | ||||||
| IOR | +5% | +1% | +12% | +34% | −3% | +6% |
| Industry peers (median) | +34% | −30% | −1% | −3% | −20% | −6% |
| S&P 500 | +29% | −18% | +26% | +25% | +18% | +11% |
| Months that ended higher | ||||||
| IOR | 33% | 42% | 58% | 67% | 33% | 55% |
| S&P 500 | 75% | 42% | 67% | 75% | 75% | 46% |
| Largest fall from a high during the year | ||||||
| IOR | −20% | −34% | −15% | −17% | −13% | −21% |
| S&P 500 | −5% | −25% | −10% | −8% | −19% | −9% |
Worst fall since November 2, 2015: 45% from September 20, 2019 to April 27, 2020. Getting back needed a 80% gain, reached on September 8, 2020, 134 days after the low.
Price behaviour
- 52-week range
- $17.00 – $21.50
- From 52-week high
- −13.9%
- vs 50-day average
- +0.7%
- vs 200-day average
- −0.3%
- Volatility (1 year)
- 31%
- Beta vs S&P 500
- 0.00
Share price after results
- Next day
- 4 up, 8 down typical move ±1.4%
- After a week
- 7 up, 5 down typical move ±3.6%
- After a month
- 7 up, 5 down typical move ±4.2%
| Results released | Next day | S&P 500 next day | 5 days | 21 days |
|---|---|---|---|---|
| August 6, 2026 | 0.0% | +0.5% | 0.0% | −6.9% |
| May 7, 2026 | −0.8% | +0.5% | −0.8% | −3.6% |
| March 12, 2026 | 0.0% | −2.1% | +6.8% | +4.0% |
| November 6, 2025 | 0.0% | −1.0% | +5.1% | +0.3% |
| August 7, 2025 | 0.0% | +0.7% | 0.0% | −2.6% |
| May 8, 2025 | 0.0% | +0.6% | +3.3% | +3.4% |
| March 20, 2025 | +0.9% | −0.3% | +0.7% | +4.7% |
| November 7, 2024 | +1.5% | +1.2% | +3.0% | +4.5% |
| August 8, 2024 | 0.0% | +2.8% | +8.3% | −0.4% |
| May 9, 2024 | +0.3% | +0.7% | −3.6% | −2.4% |
| March 21, 2024 | +9.8% | +0.1% | +9.8% | +11.4% |
| November 9, 2023 | −3.7% | +0.8% | −1.6% | +6.6% |
Fundamentals
Who owns it
Funds buying and selling- Reported value
- $171,027
- Institutions reporting
- 4
- Shares held vs prior quarter
- ▲ 1.5%
- Positions opened / closed
- 1 / 0
| Manager | Value | Shares | Share of 13F value | Shares QoQ |
|---|---|---|---|---|
| Vanguard Capital Management LLC | $113,132 | 6K | 66.1% | 0.0% |
| Vanguard Fiduciary Trust Co | $51,537 | 3K | 30.1% | 0.0% |
| Tower Research Capital LLC (TRC) | $3,614 | 0K | 2.1% | ▼ 8.4% |
| UBS Group AG | $2,744 | 0K | 1.6% | New |
From Form 13F filings with the SEC ( quarterly data sets), as reported by each manager for June 30, 2026 and filed up to 45 days later. 13F reports cover long US-listed positions of managers above $100M only, so this is not Income Opportunity Realty Investors Inc's complete shareholder register. Values are as reported by the filers .
Insider trading activity
Full insider history and chartFrom insiders' Form 4 filings with the SEC. Excludes awards, option exercises and shares withheld for tax. "Pre-set plan" means the filing marks the trade as made under a Rule 10b5-1 plan. See every insider trade since five years ago, on a price chart.
Earnings dates and SEC filings
Results announcements
Next expected around November 5, 2026 estimated from the company's past filing pattern, not announced
- August 6, 2026
- May 7, 2026
- March 12, 2026
- November 6, 2025
- August 7, 2025
- May 8, 2025
Recent SEC filings
- DEF 14A Proxy statement
- 10-Q Quarterly report
- 8-K Current report
- 8-K Current report
- 10-Q Quarterly report
- 8-K Current report
- 10-K Annual report
- 8-K Current report
Data status
| Data | Last updated | Source |
|---|---|---|
| Share price | Exchange closing prices | |
| News and updates | Company releases and SEC 8-K filings | |
| Analyst estimates | Aggregated analyst estimates | |
| Valuation and scores | Our models, from the filed figures |
Income Opportunity Realty Investors Inc in brief
- What does Income Opportunity Realty Investors Inc do?
- Income Opportunity Realty Investors Inc is a US-listed company in the diversified REITs industry. Its financial year ends in December.
- What is Income Opportunity Realty Investors Inc's stock ticker?
- Income Opportunity Realty Investors Inc trades under the ticker IOR on NYSE. This page brings together its financial statements, valuation models, ownership and recent company updates.
- Who are Income Opportunity Realty Investors Inc's largest institutional shareholders?
- By value reported in 13F filings for June 30, 2026, the largest reported holders are Vanguard Capital Management LLC, Vanguard Fiduciary Trust Co and Tower Research Capital LLC (TRC). 13F reports cover long US-listed positions of managers above $100M, filed up to 45 days after quarter end.
- When is Income Opportunity Realty Investors Inc's next earnings date?
- Around November 5, 2026, estimated from the spacing of its past results announcements (8-K filings). That is an estimate, not a confirmed date — Income Opportunity Realty Investors Inc announces its own schedule.
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