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UBS Oconnor LLC

SEC CIK
0001132716
Latest filing
Aug 14, 2026

ROIC holding history

Retail Opportunity Investments Corp in every 13F filed by UBS Oconnor LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

ROIC overviewAll 13F holders of ROICFull Q4 2025 holdings

Shares (Q3 2024)
0
Sold out in Q3 2024
Value
$0
% of portfolio
0.0%
Quarters held
11
Since Q2 2021
Holdings of ROIC by UBS Oconnor LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20240$00.0%−339,896−100.0%Sold outHolders
Q2 2024339,896$4.22M0.1%+166,996+96.6%AddedHolders
Q1 2024172,900$2.22M0.1%−1,217−0.7%ReducedHolders
Q4 2023174,117$2.44M0.1%+146,517+530.9%AddedHolders
Q3 202327,600$341.7K<0.1%−554,094−95.3%ReducedHolders
Q2 2023581,694$7.86M0.2%+117,395+25.3%AddedHolders
Q1 2023464,299$6.48M0.2%+464,299NewHolders
Q4 20220$00.0%−200,612−100.0%Sold outHolders
Q3 2022200,612$2.76M<0.1%−107,016−34.8%ReducedHolders
Q2 2022307,628$4.85M0.1%+307,628NewHolders
Q1 20220$00.0%−278,300−100.0%Sold outHolders
Q4 2021278,300$5.46M0.1%−790,700−74.0%ReducedHolders
Q3 20211,069,000$18.6M0.2%+669,900+167.9%AddedHolders
Q2 2021399,100$7.05M0.1%+399,100NewHolders