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Retail Opportunity Investments (ROIC) Institutional Ownership

Retail Opportunity Investments logo
$17.38 +0.03 (+0.17%)
(As of 05:27 PM ET)
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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)
86
Total
Institutional Inflows
(last 12 months)
$257.68M
Number of
Institutional Sellers
(last 12 months)
73
Total
Institutional Outflows
(last 12 months)
$133.20M
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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
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%
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%
11/5/2024Sumitomo 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%
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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%
10/30/2024Asset Management One Co. Ltd.183,941$2.89M0.0%-2.3%0.143%
10/29/2024Van ECK Associates Corp21,302$338K0.0%+12.3%0.017%
10/25/2024New York State Teachers Retirement System192,873$3.03M0.0%-0.4%0.151%
10/25/2024abrdn plc24,812$390K0.0%+10.5%0.019%
10/24/2024Nisa Investment Advisors LLC37,237$592K0.0%-17.4%0.029%
10/24/2024State of Alaska Department of Revenue131,499$2.07M0.0%-2.1%0.103%
10/23/2024Mirae Asset Global Investments Co. Ltd.4,947$77K0.0%+35.2%0.004%
10/23/2024Louisiana State Employees Retirement System61,600$969K0.0%-3.9%0.048%
10/23/2024Allworth Financial LP3,271$51K0.0%+4,320.3%0.003%
10/22/2024International Assets Investment Management LLC1,872$29K0.0%+1,473.1%0.001%
10/21/2024Foundations Investment Advisors LLC12,399$195K0.0%N/A0.010%
10/19/2024Allspring Global Investments Holdings LLC1,728$27K0.0%-99.1%0.001%
10/18/2024Blue Trust Inc.10,445$164K0.0%+694.3%0.008%
10/16/2024Stableford Capital II LLC202,466$3.17M1.2%-0.7%0.159%
10/11/2024Creative Planning18,988$299K0.0%+6.7%0.015%
10/10/2024Inspire Investing LLC26,126$411K0.0%-7.5%0.020%
10/7/2024GAMMA Investing LLC9,351$147K0.0%+27.7%0.007%
10/5/2024Handelsbanken Fonder AB48,597$764K0.0%+10.0%0.038%
10/3/2024SG 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%
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%
8/14/2024Marshall Wace LLP618,743$7.69M0.0%-54.1%0.485%
8/14/2024Magnetar Financial LLC10,296$128K0.0%N/A0.008%
8/14/2024Public Sector Pension Investment Board280,448$3.49M0.0%+8.6%0.220%
8/14/2024ProShare Advisors LLC19,045$237K0.0%-23.5%0.015%
8/13/2024Thrivent Financial for Lutherans285,352$3.55M0.0%-23.4%0.224%
8/13/2024Sei Investments Co.113,195$1.41M0.0%-6.0%0.089%
8/12/2024Intech Investment Management LLC16,622$207K0.0%N/A0.013%
8/12/2024MQS Management LLC38,653$480K0.3%+65.7%0.030%
8/12/2024Hsbc Holdings PLC103,085$1.28M0.0%+16.4%0.081%
8/12/2024Vanguard Personalized Indexing Management LLC14,347$178K0.0%+21.3%0.011%
8/12/2024Amalgamated Bank38,183$475K0.0%-2.6%0.030%
8/9/2024Renaissance Technologies LLC305,000$3.79M0.0%-37.5%0.239%
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8/9/2024Dimensional Fund Advisors LP1,834,124$22.80M0.0%+2.2%1.439%
8/8/2024Federated Hermes Inc.4,557,646$56.65M0.1%+2.9%3.576%
8/8/2024Meeder Asset Management Inc.6,557$82K0.0%N/A0.005%
8/8/2024State of New Jersey Common Pension Fund D687,030$8.54M0.0%-31.6%0.539%
8/7/2024Headlands Technologies LLC9,150$114K0.0%N/A0.007%
8/7/2024Daiwa Securities Group Inc.40,101$498K0.0%-2.1%0.031%
8/7/2024Davis Selected Advisers499,455$6.21M0.0%-11.4%0.392%
8/6/2024Quest Partners LLC203,406$2.53M0.3%+98.5%0.160%
8/5/2024Arizona State Retirement System35,555$442K0.0%+2.7%0.028%
8/5/2024Victory Capital Management Inc.185,236$2.30M0.0%+16.0%0.145%
(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. ($5.50M), 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 34,814,251 shares in the last 24 months. This purchase volume represents approximately $473.57M in transactions.

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

Of the 120 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 16,926,164 shares in the last 24 months. This volume of shares sold represents approximately $233.25M in transactions.


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This page (NASDAQ:ROIC) was last updated on 12/30/2024 by MarketBeat.com Staff
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