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Retail Opportunity Investments shares owned by Pathstone Holdings

Quarter-by-quarter ownership of Retail Opportunity Investments shares owned by Pathstone Holdings from 13F filings

Historical chart of Pathstone Holdings investment in Retail Opportunity Investments

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

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Quarterly reported holdings in Retail Opportunity Investments by Pathstone Holdings

Quarter filed Position value Share count Share price at filing
2024-12-31 $383k 22k 17.36
2024-09-30 $365k 23k 15.73
2024-06-30 $185k 15k 12.43
2024-03-31 $182k 14k 12.82
2023-12-31 $182k 13k 14.03

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Crowdstrike Hldgs Cl A (CRWD)
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Microsoft Corporation (MSFT)
Apple (AAPL)
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Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Rus 1000 Etf (IWB)
Amazon (AMZN)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds Large Cap Etf (VV)

View all positions for Pathstone Holdings

Top funds holding Retail Opportunity Investments

Huntington National Bank

View all funds holding Retail Opportunity Investments