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Retail Opportunity Investments (ROIC) Institutional Ownership

Retail Opportunity Investments logo
$17.40 +0.03 (+0.17%)
(As of 10:31 AM ET)
Compare

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

Current
Institutional Ownership
Percentage
97.16%
Number of
Institutional Buyers
(last 12 months)
87
Total
Institutional Inflows
(last 12 months)
$257.60M
Number of
Institutional Sellers
(last 12 months)
72
Total
Institutional Outflows
(last 12 months)
$128.99M
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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
11/16/2024 Geode Capital Management LLC3,290,973$51.78M0.0%+0.7%2.558%
11/15/2024 Barclays PLC211,816$3.33M0.0%+316.7%0.165%
11/15/2024 Public Employees Retirement System of Ohio183,780$2.89M0.0%+0.8%0.143%
11/15/2024 Nomura Asset Management Co. Ltd.156,000$2.45M0.0%-1.2%0.121%
11/15/2024 Y Intercept Hong Kong Ltd33,694$530K0.0%-47.9%0.026%
11/15/2024 XTX Topco Ltd17,003$267K0.0%N/A0.013%
11/15/2024 Jane Street Group LLC120,250$1.89M0.0%-13.5%0.093%
11/15/2024 State Street Corp7,307,812$116.06M0.0%-1.3%5.680%
11/15/2024 Stifel Financial Corp115,124$1.81M0.0%-0.5%0.089%
11/15/2024 Quantinno Capital Management LP23,073$363K0.0%+22.9%0.018%
11/15/2024 Point72 Asset Management L.P.28,850$454K0.0%+103.2%0.022%
11/15/2024 Point72 Asia Singapore Pte. Ltd.7,122$112K0.0%+78.1%0.006%
11/14/2024 Verition Fund Management LLC266,505$4.19M0.0%-52.5%0.207%
11/14/2024 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC952,252$14.98M0.0%+296.1%0.740%
11/14/2024 Public Sector Pension Investment Board270,448$4.25M0.0%-3.6%0.210%
11/14/2024 Zurcher Kantonalbank Zurich Cantonalbank 98,359$1.55M0.0%-1.1%0.076%
11/13/2024 RBO & Co. LLC756,905$11.91M1.9%-0.6%0.588%
11/13/2024 BNP Paribas Financial Markets41,896$659K0.0%-6.1%0.033%
11/13/2024 FMR LLC92,670$1.46M0.0%-32.8%0.072%
11/13/2024 Quantbot Technologies LP48,967$770K0.0%N/A0.038%
11/13/2024 The Manufacturers Life Insurance Company 67,625$1.06M0.0%+4.4%0.053%
11/13/2024 Daiwa Securities Group Inc.42,741$672K0.0%+6.6%0.033%
11/12/2024 Citigroup Inc.238,315$3.75M0.0%+73.9%0.185%
11/12/2024 Charles Schwab Investment Management Inc.2,347,118$36.92M0.0%+3.8%1.824%
11/9/2024 Intech Investment Management LLC32,316$508K0.0%+94.4%0.025%
11/8/2024 Strategy Asset Managers LLC876,179$13.78M2.6%+57.7%0.681%
11/8/2024 Phocas Financial Corp.474,003$7.46M0.0%-8.7%0.368%
11/7/2024 Quest Partners LLC38,875$612K0.1%-80.9%0.030%
11/7/2024 Thrivent Financial for Lutherans100,088$1.57M0.0%-64.9%0.078%
11/6/2024 Mutual of America Capital Management LLC19,170$302K0.0%-8.5%0.015%
11/6/2024 Natixis Advisors LLC25,549$402K0.0%-3.1%0.020%
11/6/2024 Cornercap Investment Counsel Inc.32,639$513K0.2%-45.8%0.025%
11/6/2024 Metis Global Partners LLC13,127$206K0.0%N/A0.010%
11/5/2024 Victory 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%
11/5/2024 GSA Capital Partners LLP49,294$775K0.1%N/A0.038%
11/4/2024 Wolverine Asset Management LLC96,873$1.52M0.0%-53.0%0.075%
11/4/2024 State of New Jersey Common Pension Fund D657,866$10.35M0.0%-4.2%0.511%
11/1/2024 Easterly Investment Partners LLC289,654$4.56M0.4%N/A0.225%
10/31/2024 Principal Financial Group Inc.6,107,593$96.07M0.1%+1.3%4.747%
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10/30/2024 Amalgamated 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%
10/18/2024Blue 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%
10/11/2024 Creative 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%
10/5/2024 Handelsbanken Fonder AB48,597$764K0.0%+10.0%0.038%
10/3/2024 SG Americas Securities LLC35,238$554K0.0%+208.6%0.028%
9/16/2024 Point72 DIFC Ltd7,523$94K0.0%+71.8%0.006%
9/16/2024 Point72 Asia Singapore Pte. Ltd.3,998$50K0.0%-66.7%0.003%
8/19/2024 Point72 Asset Management L.P.14,200$177K0.0%N/A0.011%
8/16/2024 Algert Global LLC44,159$549K0.0%+40.7%0.035%
8/15/2024Susquehanna Fundamental Investments LLC18,294$227K0.0%N/A0.014%
8/15/2024 Mackenzie Financial Corp13,370$166K0.0%N/A0.010%
8/15/2024 The Manufacturers Life Insurance Company64,802$805K0.0%+3.5%0.051%
8/15/2024 Millennium Management LLC318,213$3.96M0.0%-74.9%0.250%
8/15/2024 Dark Forest Capital Management LP14,488$180K0.0%-47.4%0.011%
8/15/2024 AQR Capital Management LLC215,539$2.68M0.0%+50.9%0.169%
8/15/2024 Caxton Associates LP11,804$147K0.0%N/A0.009%
8/15/2024 Point72 Asia Singapore Pte. Ltd.3,998$50K0.0%-66.7%0.003%
8/14/2024 Squarepoint Ops LLC79,777$992K0.0%N/A0.063%
8/14/2024 Cubist Systematic Strategies LLC186,937$2.32M0.0%-58.1%0.147%
8/14/2024 Point72 DIFC Ltd7,523$94K0.0%+71.8%0.006%
8/14/2024 Marshall Wace LLP618,743$7.69M0.0%-54.1%0.485%
8/14/2024 Magnetar Financial LLC10,296$128K0.0%N/A0.008%
8/14/2024 Public Sector Pension Investment Board280,448$3.49M0.0%+8.6%0.220%
8/14/2024 ProShare Advisors LLC19,045$237K0.0%-23.5%0.015%
8/13/2024 Thrivent Financial for Lutherans285,352$3.55M0.0%-23.4%0.224%
8/13/2024 Sei Investments Co.113,195$1.41M0.0%-6.0%0.089%
8/12/2024 Intech Investment Management LLC16,622$207K0.0%N/A0.013%
8/12/2024 MQS Management LLC38,653$480K0.3%+65.7%0.030%
8/12/2024 Hsbc Holdings PLC103,085$1.28M0.0%+16.4%0.081%
8/12/2024 Vanguard Personalized Indexing Management LLC14,347$178K0.0%+21.3%0.011%
8/12/2024 Amalgamated Bank38,183$475K0.0%-2.6%0.030%
8/9/2024 Renaissance Technologies LLC305,000$3.79M0.0%-37.5%0.239%
8/9/2024 Dimensional Fund Advisors LP1,834,124$22.80M0.0%+2.2%1.439%
8/8/2024 Federated Hermes Inc.4,557,646$56.65M0.1%+2.9%3.576%
8/8/2024 Meeder Asset Management Inc.6,557$82K0.0%N/A0.005%
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8/8/2024 State of New Jersey Common Pension Fund D687,030$8.54M0.0%-31.6%0.539%
8/7/2024 Headlands Technologies LLC9,150$114K0.0%N/A0.007%
8/7/2024 Daiwa Securities Group Inc.40,101$498K0.0%-2.1%0.031%
8/7/2024 Davis Selected Advisers499,455$6.21M0.0%-11.4%0.392%
8/6/2024 Quest Partners LLC203,406$2.53M0.3%+98.5%0.160%
8/5/2024 Arizona State Retirement System35,555$442K0.0%+2.7%0.028%
8/5/2024 Victory Capital Management Inc.185,236$2.30M0.0%+16.0%0.145%
8/2/2024 Strategy Asset Managers LLC555,659$7.51M1.5%-36.6%0.436%
8/2/2024 Wolverine Asset Management LLC206,218$2.56M0.0%+130.6%0.162%
8/1/2024 Rhumbline Advisers428,775$5.33M0.0%+1.1%0.336%
(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, 197 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. ($96.07M), 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 150 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. ($5.43M), Lasalle Investment Management Securities LLC ($3.58M), Sumitomo Mitsui Trust Holdings Inc. ($3.14M), 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 34,764,418 shares in the last 24 months. This purchase volume represents approximately $472.73M in transactions.

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

Of the 119 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: Jennison Associates LLC ($2.34M), Sumitomo Mitsui Trust Group Inc. ($1.80M), 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 16,604,855 shares in the last 24 months. This volume of shares sold represents approximately $228.19M in transactions.


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This page (NASDAQ:ROIC) was last updated on 11/21/2024 by MarketBeat.com Staff
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