Retail Opportunity Investments (ROIC) Institutional Ownership

$17.51 +0.02 (+0.11%)

Closing price 02/12/2025

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$17.51 0.00 (0.00%)

As of 02/12/2025 04:06 PM Eastern

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Current Institutional Ownership Percentage: 97.16%
Number of Institutional Buyers (last 12 months): 130
Total Institutional Inflows (last 12 months): $449.54M

Number of Institutional Sellers (last 12 months): 90
Total Institutional Outflows (last 12 months): $305.60M

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ROIC Institutional Buying and Selling by Quarter

Retail Opportunity Investments Major Shareholders & Ownership History

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
2/25/2025	Polar Asset Management Partners Inc.	50,000	$868K	0.0%	N/A	0.039%
2/19/2025	GF Fund Management CO. LTD.	2,316	$40K	0.0%	N/A	0.002%
2/19/2025	Public Employees Retirement System of Ohio	182,697	$3.17M	0.0%	-0.6%	0.142%
2/18/2025	BCK Capital Management LP	40,000	$694K	0.5%	N/A	0.031%
2/17/2025	UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	871,745	$15.13M	0.0%	-8.5%	0.676%
2/17/2025	Vident Advisory LLC	23,533	$409K	0.0%	-27.1%	0.018%
2/17/2025	Squarepoint Ops LLC	89,904	$1.56M	0.0%	+106.8%	0.070%
2/17/2025	Two Sigma Advisers LP	41,100	$713K	0.0%	-61.7%	0.032%
2/17/2025	Two Sigma Investments LP	85,300	$1.48M	0.0%	-56.0%	0.066%
2/17/2025	Sagefield Capital LP	137,618	$2.39M	0.3%	N/A	0.107%
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2/17/2025	Polar Asset Management Partners Inc.	50,000	$868K	0.0%	N/A	0.039%
2/17/2025	ProShare Advisors LLC	53,408	$927K	0.0%	+106.0%	0.041%
2/17/2025	Quantinno Capital Management LP	28,569	$496K	0.0%	+23.8%	0.022%
2/17/2025	Nissay Asset Management Corp Japan ADV	18,529	$321K	0.0%	+4.1%	0.014%
2/17/2025	Nuveen Asset Management LLC	331,367	$5.75M	0.0%	-1.1%	0.257%
2/17/2025	Millennium Management LLC	1,364,688	$23.69M	0.0%	+52.0%	1.059%
2/17/2025	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	70,524	$1.22M	0.0%	+3.9%	0.055%
2/17/2025	Lazard Asset Management LLC	52,290	$907K	0.0%	N/A	0.041%
2/17/2025	Deutsche Bank AG	688,570	$11.95M	0.0%	+453.3%	0.534%
2/17/2025	Captrust Financial Advisors	13,640	$237K	0.0%	+4.8%	0.011%
2/17/2025	Balyasny Asset Management L.P.	452,955	$7.86M	0.0%	-83.1%	0.351%
2/17/2025	Bank of America Corp DE	892,627	$15.50M	0.0%	+145.1%	0.692%
2/17/2025	Bardin Hill Management Partners LP	189,396	$3.29M	1.6%	N/A	0.147%
2/17/2025	BNP Paribas Financial Markets	21,918	$380K	0.0%	-47.7%	0.017%
2/17/2025	Ameriprise Financial Inc.	309,494	$5.38M	0.0%	-37.1%	0.240%
2/17/2025	Algert Global LLC	130,769	$2.27M	0.1%	N/A	0.101%
2/14/2025	AQR Arbitrage LLC	1,154,266	$20.04M	0.4%	N/A	0.895%
2/14/2025	Nexpoint Asset Management L.P.	2,908,421	$50.49M	5.7%	N/A	2.256%
2/14/2025	Jane Street Group LLC	18,502	$321K	0.0%	-84.6%	0.014%
2/14/2025	RBO & Co. LLC	740,529	$12.86M	2.1%	-2.2%	0.574%
2/14/2025	Comerica Bank	45,119	$783K	0.0%	-2.6%	0.035%
2/14/2025	TIG Advisors LLC	420,751	$7.30M	0.5%	N/A	0.326%
2/14/2025	Northern Trust Corp	2,226,804	$38.66M	0.0%	+54.8%	1.727%
2/14/2025	The Manufacturers Life Insurance Company	66,018	$1.15M	0.0%	-2.4%	0.051%
2/14/2025	Susquehanna Fundamental Investments LLC	114,211	$1.98M	0.0%	N/A	0.089%
2/14/2025	Virtus ETF Advisers LLC	11,250	$195K	0.1%	-15.2%	0.009%
2/14/2025	Voya Investment Management LLC	36,651	$636K	0.0%	-86.5%	0.028%
2/14/2025	Adage Capital Partners GP L.L.C.	100,000	$1.74M	0.0%	-33.3%	0.078%
2/14/2025	Price T Rowe Associates Inc. MD	106,351	$1.85M	0.0%	+9.2%	0.082%
2/14/2025	Hsbc Holdings PLC	107,457	$1.87M	0.0%	+12.6%	0.083%
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2/14/2025	ClearAlpha Technologies LP	119,767	$2.08M	1.4%	N/A	0.093%
2/14/2025	Stifel Financial Corp	105,074	$1.82M	0.0%	-8.7%	0.082%
2/14/2025	State of Tennessee Department of Treasury	57,004	$990K	0.0%	-3.6%	0.044%
2/14/2025	Tower Research Capital LLC TRC	4,515	$78K	0.0%	-65.6%	0.004%
2/14/2025	MetLife Investment Management LLC	78,662	$1.37M	0.0%	+5.3%	0.061%
2/14/2025	Dimensional Fund Advisors LP	1,025,737	$17.81M	0.0%	-43.2%	0.796%
2/14/2025	First Trust Advisors LP	123,327	$2.14M	0.0%	-49.1%	0.096%
2/13/2025	CANADA LIFE ASSURANCE Co	295,644	$5.14M	0.0%	+3.2%	0.229%
2/13/2025	Marshall Wace LLP	32,042	$556K	0.0%	-77.8%	0.025%
2/13/2025	GABELLI & Co INVESTMENT ADVISERS INC.	173,250	$3.01M	0.5%	N/A	0.134%
2/13/2025	Gamco Investors INC. ET AL	14,150	$246K	0.0%	-46.6%	0.011%
2/13/2025	Gabelli Funds LLC	360,750	$6.26M	0.0%	N/A	0.280%
2/13/2025	Mariner LLC	11,778	$204K	0.0%	+7.2%	0.009%
2/13/2025	Barclays PLC	259,711	$4.51M	0.0%	+22.6%	0.201%
2/13/2025	Summit Investment Advisors Inc.	12,967	$225K	0.2%	+5.9%	0.010%
2/13/2025	Water Island Capital LLC	1,311,468	$22.77M	2.5%	N/A	1.017%
2/13/2025	Sterling Capital Management LLC	3,906	$68K	0.0%	+802.1%	0.003%
2/13/2025	Quinn Opportunity Partners LLC	1,464,385	$25.42M	1.7%	+47.1%	1.136%
2/13/2025	Capula Management Ltd	516,829	$8.97M	0.1%	N/A	0.401%
2/13/2025	Legal & General Group Plc	899,968	$15.62M	0.0%	-8.2%	0.698%
2/13/2025	Invesco Ltd.	559,279	$9.71M	0.0%	-1.4%	0.434%
2/13/2025	Bank of Montreal Can	14,426	$250K	0.0%	+6.5%	0.011%
2/13/2025	Yakira Capital Management Inc.	180,885	$3.14M	1.2%	N/A	0.140%
2/13/2025	Federated Hermes Inc.	1,797,666	$31.21M	0.1%	-61.6%	1.394%
2/13/2025	Grantham Mayo Van Otterloo & Co. LLC	44,903	$780K	0.0%	N/A	0.035%
2/13/2025	Wells Fargo & Company MN	78,501	$1.36M	0.0%	+25.2%	0.061%
2/13/2025	Resona Asset Management Co. Ltd.	50,944	$884K	0.0%	N/A	0.040%
2/12/2025	Landscape Capital Management L.L.C.	16,013	$278K	0.0%	N/A	0.012%
2/12/2025	Westpac Banking Corp	93,668	$1.63M	0.1%	-15.7%	0.073%
2/12/2025	Geode Capital Management LLC	3,277,049	$56.90M	0.0%	-0.4%	2.542%
2/12/2025	Trans Canada Capital Inc.	279,722	$4.86M	0.5%	N/A	0.217%
2/12/2025	Franklin Resources Inc.	58,817	$1.02M	0.0%	-2.4%	0.046%
2/12/2025	Alliancebernstein L.P.	199,590	$3.47M	0.0%	+17.5%	0.155%
2/12/2025	Arrowstreet Capital Limited Partnership	70,465	$1.22M	0.0%	-88.5%	0.055%
2/12/2025	Strategy Asset Managers LLC	811,554	$14.09M	2.7%	-7.4%	0.630%
2/12/2025	Cornercap Investment Counsel Inc.	17,840	$310K	0.1%	-45.3%	0.014%
2/12/2025	Gardner Lewis Asset Management L P	159,893	$2.78M	0.7%	N/A	0.124%
2/12/2025	Nomura Asset Management Co. Ltd.	165,800	$2.88M	0.0%	+6.3%	0.129%
2/12/2025	Norges Bank	1,106,780	$19.21M	0.0%	N/A	0.859%
2/12/2025	JPMorgan Chase & Co.	3,235,094	$56.16M	0.0%	+58.7%	2.509%
2/12/2025	WINTON GROUP Ltd	151,516	$2.63M	0.2%	N/A	0.118%
2/12/2025	Mitsubishi UFJ Asset Management Co. Ltd.	84,057	$1.46M	0.0%	+11.0%	0.065%
2/11/2025	Prudential Financial Inc.	137,134	$2.38M	0.0%	-66.3%	0.106%
2/11/2025	Corebridge Financial Inc.	66,132	$1.15M	0.0%	-7.2%	0.051%
2/11/2025	Vanguard Group Inc.	19,482,398	$338.21M	0.0%	+0.1%	15.112%
2/11/2025	KLP Kapitalforvaltning AS	26,100	$456K	0.0%	N/A	0.020%
2/11/2025	Sei Investments Co.	19,748	$343K	0.0%	-36.1%	0.015%
2/11/2025	Commonwealth of Pennsylvania Public School Empls Retrmt SYS	117,365	$2.04M	0.0%	+139.4%	0.091%
2/10/2025	Thrivent Financial for Lutherans	98,774	$1.72M	0.0%	-1.3%	0.077%
2/10/2025	Cibc World Markets Corp	11,600	$201K	0.0%	N/A	0.009%
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2/10/2025	Natixis Advisors LLC	26,197	$455K	0.0%	+2.5%	0.020%
2/10/2025	Picton Mahoney Asset Management	1,575,000	$27.34M	0.8%	N/A	1.222%
2/10/2025	Vestcor Inc	22,690	$394K	0.0%	N/A	0.018%
2/7/2025	Zurcher Kantonalbank Zurich Cantonalbank	88,355	$1.53M	0.0%	-10.2%	0.069%
2/7/2025	Alpine Associates Management Inc.	1,350,000	$23.44M	1.4%	N/A	1.047%
2/7/2025	Amundi	131,511	$2.29M	0.0%	+44.4%	0.102%
2/6/2025	Proficio Capital Partners LLC	22,742	$395K	0.0%	N/A	0.018%
2/6/2025	Cbre Investment Management Listed Real Assets LLC	581,300	$10.09M	0.2%	-64.8%	0.451%
2/6/2025	Victory Capital Management Inc.	23,723	$412K	0.0%	-71.5%	0.018%
2/6/2025	Charles Schwab Investment Management Inc.	2,379,547	$41.31M	0.0%	+1.4%	1.846%

(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, 243 institutional investors and hedge funds held shares of Retail Opportunity Investments. The most heavily invested institutionals were Vanguard Group Inc. ($338.21M), State Street Corp ($116.06M), Centersquare Investment Management LLC ($114.35M), Principal Financial Group Inc. ($101.95M), Geode Capital Management LLC ($56.90M), JPMorgan Chase & Co. ($56.16M), and Nexpoint Asset Management L.P. ($50.49M).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 179 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), Nexpoint Asset Management L.P. ($2.91M), JPMorgan Chase & Co. ($2.42M), and Schroder Investment Management Group ($2.02M).

How much institutional buying is happening at Retail Opportunity Investments?: Institutional investors have bought a total of 51,839,635 shares in the last 24 months. This purchase volume represents approximately $772.23M in transactions.
Which Retail Opportunity Investments major shareholders have been selling company stock?: Of the 136 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), Federated Hermes Inc. ($2.89M), Jennison Associates LLC ($2.31M), Balyasny Asset Management L.P. ($2.22M), Cbre Investment Management Listed Real Assets LLC ($1.71M), Mitsubishi UFJ Trust & Banking Corp ($1.01M), and Millennium Management LLC ($950.24K).
How much institutional selling is happening at Retail Opportunity Investments?: Institutional investors have sold a total of 27,452,492 shares in the last 24 months. This volume of shares sold represents approximately $418.64M in transactions.

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This page (NASDAQ:ROIC) was last updated on 3/4/2025 by MarketBeat.com Staff

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Retail Opportunity Investments (ROIC) Institutional Ownership

ROIC Institutional Buying and Selling by Quarter

Retail Opportunity Investments Major Shareholders & Ownership History

ROIC Institutional Ownership - Frequently Asked Questions

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Retail Opportunity Investments (ROIC) Institutional Ownership

Institutional Ownership Changes (13F Filings) for Retail Opportunity Investments (NASDAQ:ROIC)

ROIC Institutional Buying and Selling by Quarter

Retail Opportunity Investments Major Shareholders & Ownership History

ROIC Institutional Ownership - Frequently Asked Questions

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