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Retail Opportunity Investments (ROIC) Institutional Ownership

Retail Opportunity Investments logo
$17.47 +0.03 (+0.17%)
Closing price 01/31/2025 04:00 PM Eastern
Extended Trading
$17.47 0.00 (0.00%)
As of 01/31/2025 05:30 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
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Institutional Ownership Changes (13F Filings) for Retail Opportunity Investments (NASDAQ:ROIC)

Current
Institutional Ownership
Percentage
97.16%
Number of
Institutional Buyers
(last 12 months)
89
Total
Institutional Inflows
(last 12 months)
$238.25M
Number of
Institutional Sellers
(last 12 months)
76
Total
Institutional Outflows
(last 12 months)
$167.08M
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Skip Chart & View Institutional Buying and Selling Data

ROIC Institutional Buying and Selling by Quarter

Retail Opportunity Investments Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/31/2025New York State Common Retirement Fund65,798$1.14M0.0%-34.5%0.051%
1/31/2025Principal Financial Group Inc.5,872,537$101.95M0.1%-3.8%4.555%
1/31/2025State of New Jersey Common Pension Fund D319,775$5.55M0.0%-51.4%0.248%
1/30/2025 Allworth Financial LP1,706$30K0.0%-47.8%0.001%
1/30/2025 Rhumbline Advisers404,822$7.03M0.0%-2.1%0.314%
1/30/2025 Blue Trust Inc.3,315$58K0.0%-68.3%0.003%
1/30/2025 Asset Management One Co. Ltd.184,913$3.21M0.0%+0.5%0.143%
1/29/2025 Van ECK Associates Corp23,477$408K0.0%+10.2%0.018%
1/28/2025 Entropy Technologies LP26,670$463K0.0%N/A0.021%
1/28/2025 Sumitomo Mitsui Trust Group Inc.136,878$2.38M0.0%-90.9%0.106%
1/27/2025 Mirae Asset Global Investments Co. Ltd.3,557$62K0.0%-28.1%0.003%
1/27/2025 Yousif Capital Management LLC48,495$842K0.0%-2.1%0.038%
1/24/2025 abrdn plc42,415$736K0.0%+70.9%0.033%
1/24/2025 DAVENPORT & Co LLC20,500$356K0.0%-11.1%0.016%
1/24/2025 Stableford Capital II LLC199,725$3.47M1.4%-1.4%0.155%
1/22/2025 Foundations Investment Advisors LLC13,820$240K0.0%+11.5%0.011%
1/22/2025 KBC Group NV6,026$105K0.0%+51.7%0.005%
1/22/2025 Blue Trust Inc.12,515$217K0.0%+19.8%0.010%
1/17/2025 Inspire Investing LLC23,025$400K0.0%-11.9%0.018%
1/17/2025 Nisa Investment Advisors LLC33,805$592K0.0%-9.2%0.026%
1/3/2025 GAMMA Investing LLC10,183$177K0.0%+8.9%0.008%
1/3/2025 Versant Capital Management Inc3,572$62K0.0%+117.8%0.003%
12/26/2024JPMorgan Chase & Co.2,039,037$32.07M0.0%-10.8%1.585%
12/19/2024Principal Financial Group Inc.6,107,593$96.07M0.1%+1.3%4.747%
11/27/2024Franklin Resources Inc.60,257$945K0.0%-55.1%0.047%
11/16/2024Geode Capital Management LLC3,290,973$51.78M0.0%+0.7%2.558%
11/15/2024Barclays PLC211,816$3.33M0.0%+316.7%0.165%
11/15/2024Public Employees Retirement System of Ohio183,780$2.89M0.0%+0.8%0.143%
11/15/2024Nomura Asset Management Co. Ltd.156,000$2.45M0.0%-1.2%0.121%
11/15/2024Y Intercept Hong Kong Ltd33,694$530K0.0%-47.9%0.026%
11/15/2024XTX Topco Ltd17,003$267K0.0%N/A0.013%
11/15/2024Jane Street Group LLC120,250$1.89M0.0%-13.5%0.093%
11/15/2024State Street Corp7,307,812$116.06M0.0%-1.3%5.680%
11/15/2024Stifel Financial Corp115,124$1.81M0.0%-0.5%0.089%
11/15/2024Quantinno Capital Management LP23,073$363K0.0%+22.9%0.018%
11/15/2024Point72 Asset Management L.P.28,850$454K0.0%+103.2%0.022%
11/15/2024Point72 Asia Singapore Pte. Ltd.7,122$112K0.0%+78.1%0.006%
11/14/2024Verition Fund Management LLC266,505$4.19M0.0%-52.5%0.207%
11/14/2024UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC952,252$14.98M0.0%+296.1%0.740%
11/14/2024Public Sector Pension Investment Board270,448$4.25M0.0%-3.6%0.210%
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11/14/2024Zurcher Kantonalbank Zurich Cantonalbank98,359$1.55M0.0%-1.1%0.076%
11/13/2024RBO & Co. LLC756,905$11.91M1.9%-0.6%0.588%
11/13/2024BNP Paribas Financial Markets41,896$659K0.0%-6.1%0.033%
11/13/2024FMR LLC92,670$1.46M0.0%-32.8%0.072%
11/13/2024Quantbot Technologies LP48,967$770K0.0%N/A0.038%
11/13/2024The Manufacturers Life Insurance Company67,625$1.06M0.0%+4.4%0.053%
11/13/2024Daiwa Securities Group Inc.42,741$672K0.0%+6.6%0.033%
11/12/2024Citigroup Inc.238,315$3.75M0.0%+73.9%0.185%
11/12/2024Charles Schwab Investment Management Inc.2,347,118$36.92M0.0%+3.8%1.824%
11/9/2024Intech Investment Management LLC32,316$508K0.0%+94.4%0.025%
11/8/2024Strategy Asset Managers LLC876,179$13.78M2.6%+57.7%0.681%
11/8/2024Phocas Financial Corp.474,003$7.46M0.0%-8.7%0.368%
11/7/2024Quest Partners LLC38,875$612K0.1%-80.9%0.030%
11/7/2024Thrivent Financial for Lutherans100,088$1.57M0.0%-64.9%0.078%
11/6/2024Mutual of America Capital Management LLC19,170$302K0.0%-8.5%0.015%
11/6/2024Natixis Advisors LLC25,549$402K0.0%-3.1%0.020%
11/6/2024Cornercap Investment Counsel Inc.32,639$513K0.2%-45.8%0.025%
11/6/2024Metis Global Partners LLC13,127$206K0.0%N/A0.010%
11/5/2024Victory Capital Management Inc.83,322$1.31M0.0%-55.0%0.065%
11/5/2024 Sumitomo Mitsui Trust Group Inc.1,504,285$23.66M0.0%-54.4%1.169%
11/5/2024GSA Capital Partners LLP49,294$775K0.1%N/A0.038%
11/4/2024Wolverine Asset Management LLC96,873$1.52M0.0%-53.0%0.075%
11/4/2024State of New Jersey Common Pension Fund D657,866$10.35M0.0%-4.2%0.511%
11/1/2024Easterly Investment Partners LLC289,654$4.56M0.4%N/A0.225%
10/31/2024Principal Financial Group Inc.6,107,593$96.07M0.1%+1.3%4.747%
10/30/2024Amalgamated Bank37,355$588K0.0%-2.2%0.029%
10/30/2024 Asset Management One Co. Ltd.183,941$2.89M0.0%-2.3%0.143%
10/29/2024 Van ECK Associates Corp21,302$338K0.0%+12.3%0.017%
10/25/2024 New York State Teachers Retirement System192,873$3.03M0.0%-0.4%0.151%
10/25/2024 abrdn plc24,812$390K0.0%+10.5%0.019%
10/24/2024 Nisa Investment Advisors LLC37,237$592K0.0%-17.4%0.029%
10/24/2024 State of Alaska Department of Revenue131,499$2.07M0.0%-2.1%0.103%
10/23/2024 Mirae Asset Global Investments Co. Ltd.4,947$77K0.0%+35.2%0.004%
10/23/2024 Louisiana State Employees Retirement System61,600$969K0.0%-3.9%0.048%
10/23/2024 Allworth Financial LP3,271$51K0.0%+4,320.3%0.003%
10/22/2024 International Assets Investment Management LLC1,872$29K0.0%+1,473.1%0.001%
10/21/2024 Foundations Investment Advisors LLC12,399$195K0.0%N/A0.010%
10/19/2024 Allspring Global Investments Holdings LLC1,728$27K0.0%-99.1%0.001%
10/18/2024 Blue Trust Inc.10,445$164K0.0%+694.3%0.008%
10/16/2024 Stableford Capital II LLC202,466$3.17M1.2%-0.7%0.159%
10/11/2024Creative Planning18,988$299K0.0%+6.7%0.015%
10/10/2024 Inspire Investing LLC26,126$411K0.0%-7.5%0.020%
10/7/2024 GAMMA Investing LLC9,351$147K0.0%+27.7%0.007%
10/5/2024Handelsbanken Fonder AB48,597$764K0.0%+10.0%0.038%
10/3/2024 SG Americas Securities LLC35,238$554K0.0%+208.6%0.028%
9/16/2024Point72 DIFC Ltd7,523$94K0.0%+71.8%0.006%
9/16/2024Point72 Asia Singapore Pte. Ltd.3,998$50K0.0%-66.7%0.003%
8/19/2024Point72 Asset Management L.P.14,200$177K0.0%N/A0.011%
8/16/2024Algert Global LLC44,159$549K0.0%+40.7%0.035%
8/15/2024Susquehanna Fundamental Investments LLC18,294$227K0.0%N/A0.014%
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8/15/2024Mackenzie Financial Corp13,370$166K0.0%N/A0.010%
8/15/2024The Manufacturers Life Insurance Company64,802$805K0.0%+3.5%0.051%
8/15/2024Millennium Management LLC318,213$3.96M0.0%-74.9%0.250%
8/15/2024Dark Forest Capital Management LP14,488$180K0.0%-47.4%0.011%
8/15/2024AQR Capital Management LLC215,539$2.68M0.0%+50.9%0.169%
8/15/2024Caxton Associates LP11,804$147K0.0%N/A0.009%
8/15/2024Point72 Asia Singapore Pte. Ltd.3,998$50K0.0%-66.7%0.003%
8/14/2024Squarepoint Ops LLC79,777$992K0.0%N/A0.063%
8/14/2024Cubist Systematic Strategies LLC186,937$2.32M0.0%-58.1%0.147%
8/14/2024Point72 DIFC Ltd7,523$94K0.0%+71.8%0.006%
(Data available from 1/1/2016 forward)

ROIC Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of ROIC shares?

During the previous two years, 196 institutional investors and hedge funds held shares of Retail Opportunity Investments. The most heavily invested institutionals were Vanguard Group Inc. ($254.04M), State Street Corp ($116.06M), Centersquare Investment Management LLC ($114.35M), Principal Financial Group Inc. ($101.95M), Federated Hermes Inc. ($56.65M), Geode Capital Management LLC ($51.78M), and Lasalle Investment Management Securities LLC ($46.78M).Learn more on ROIC's institutional investors.

What percentage of Retail Opportunity Investments stock is owned by institutional investors?

97.16% of Retail Opportunity Investments stock is owned by institutional investors. Learn more on ROIC's institutional investor holdings.

Which institutional investors have been buying Retail Opportunity Investments stock?

Of the 145 institutional investors that purchased Retail Opportunity Investments stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Centersquare Investment Management LLC ($7.26M), Principal Financial Group Inc. ($5.50M), Lasalle Investment Management Securities LLC ($3.42M), Sumitomo Mitsui Trust Holdings Inc. ($2.99M), Schroder Investment Management Group ($2.02M), Federated Hermes Inc. ($1.98M), and Waterfront Capital Partners LLC ($1.24M).

How much institutional buying is happening at Retail Opportunity Investments?

Institutional investors have bought a total of 34,343,982 shares in the last 24 months. This purchase volume represents approximately $466.63M in transactions.

Which Retail Opportunity Investments major shareholders have been selling company stock?

Of the 121 institutional investors that sold Retail Opportunity Investments stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Sumitomo Mitsui Trust Group Inc. ($3.16M), Jennison Associates LLC ($2.34M), Mitsubishi UFJ Trust & Banking Corp ($1.01M), Millennium Management LLC ($950.24K), Sumitomo Mitsui Trust Holdings Inc. ($863.08K), Lasalle Investment Management Securities LLC ($821.31K), and Marshall Wace LLP ($729.13K).

How much institutional selling is happening at Retail Opportunity Investments?

Institutional investors have sold a total of 18,880,282 shares in the last 24 months. This volume of shares sold represents approximately $267.29M in transactions.


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This page (NASDAQ:ROIC) was last updated on 2/1/2025 by MarketBeat.com Staff
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