Not exactly sure what is going on, but something is definitely up.
It appears ROIC may have changed the timimg of its reporting of recent acquisitions. Winthrop Realty (FUR) announced a JV investment with ROIC of two non-performing loans secured by 2 CA shopping centers back on March 31st. However, it does not appear that ROIC has announced anything yet about the deal.
If that is indeed the case, it brings up the question of whether they have completed other deals that have yet to be announced.