Kula Investments’s Retail Opportunity Investments Corp. ROIC Stock Holding History

Kula Investments’s Portfolio ROIC Stock Details ROIC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	$154K	Buy	+11,064	New	+$161K	0.04%	572

Other funds holding ROIC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

LIMS

Lasalle Investment Management Securities Baltimore, Maryland $2.53B AUM 2.06% 1-Year Est. Return

Kula Investments's ROIC Position: Q1 2023 in Review

Kula Investments opened a new position in Retail Opportunity Investments Corp. (ROIC) in Q1 2023: 11,064 shares worth $154K. The stake represents 0.04% of the portfolio and ranks #572 among its holdings.

217 funds tracked by Wall St. Rank hold ROIC as of Q1 2023.

Kula Investments held 11,064 shares of Retail Opportunity Investments Corp. worth $154K as of Q1 2023.
Retail Opportunity Investments Corp. was a new Kula Investments position in Q1 2023.
Retail Opportunity Investments Corp. made up 0.04% of Kula Investments's portfolio in Q1 2023, its #572 holding.
217 funds tracked by Wall St. Rank held Retail Opportunity Investments Corp. as of Q1 2023.

Based on Kula Investments's 13F filing for Q1 2023, filed 15 May 2023.