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Retail Opportunity Investments shares owned by CWM Advisors

Quarter-by-quarter ownership of Retail Opportunity Investments shares owned by CWM Advisors from 13F filings

Historical chart of CWM Advisors investment in Retail Opportunity Investments

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All positions including Retail Opportunity Investments held by CWM Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Retail Opportunity Investments by CWM Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $400k 23k 17.36
2024-09-30 $411k 26k 15.73
2024-06-30 $351k 28k 12.43
2024-03-31 $360k 28k 12.82
2023-12-31 $382k 27k 14.03
2023-09-30 $305k 25k 12.38
2023-06-30 $318k 24k 13.51
2023-03-31 $274k 20k 13.96
2022-12-31 $236k 16k 15.03
2022-09-30 $208k 15k 13.78
2022-06-30 $211k 13k 15.80
2022-03-31 $236k 12k 19.43
2021-12-31 $248k 13k 19.62
2021-09-30 $233k 13k 17.39
2020-06-30 $316k 28k 11.33
2020-03-31 $265k 32k 8.28
2019-12-31 $180k 10k 17.64
2019-09-30 $188k 10k 18.26

More positions owned by CWM Advisors

Caterpillar (CAT)
Arista Networks Com Shs (ANET)
Amphenol Corp Cl A (APH)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Northern Lts Fd Tr Iv Inspire Corp Bd (IBD)
Northern Lts Fd Tr Iv Inspire Intl Etf (WWJD)
Kla Corp Com New (KLAC)
Interactive Brokers Group In Com Cl A (IBKR)
Progressive Corporation (PGR)
Northern Lts Fd Tr Iv Inspire 500 Etf (PTL)
Welltower Inc Com reit (WELL)
Applovin Corp Com Cl A (APP)
Prologis (PLD)
Parker-Hannifin Corporation (PH)
Northern Lts Fd Tr Iv Inspire Sml/ Mid (ISMD)

View all positions for CWM Advisors

Top funds holding Retail Opportunity Investments

Huntington National Bank

View all funds holding Retail Opportunity Investments