As of the latest SEC filings, IOTA PREFERRED EQUIT DUE 04/01/2026 / (IOTA) is held by 1 institutional funds. The largest fund shareholder is Forum Real Estate Income Fund (CEF-57314), holding an estimated $1,110,029.68 in market value, representing 0.25% of its portfolio.
Funds holding IOTA PREFERRED EQUIT DUE 04/01/2026 / (IOTA)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- IOTA
- CIK:
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
-
Forum Real Estate Income Fund
|
CEF | Independent / Boutique | 0.25% | $1,110,029.68 | 1,110,030 | Mar 31, 2026 | May 22, 2026 |
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