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Retail Opportunity Investments (ROIC) Institutional Ownership

Retail Opportunity Investments logo
$17.51 +0.02 (+0.11%)
Closing price 02/12/2025
Extended Trading
$17.51 0.00 (0.00%)
As of 02/12/2025 04:06 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)
119
Total
Institutional Inflows
(last 12 months)
$384.25M
Number of
Institutional Sellers
(last 12 months)
83
Total
Institutional Outflows
(last 12 months)
$304.02M
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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
3/18/2025 California State Teachers Retirement System118,971$2.07M0.0%-1.1%0.092%
3/18/2025 CIBRA Capital Ltd115,818$2.01M1.4%N/A0.090%
3/5/2025 Phocas Financial Corp.232,571$4.04M0.5%-50.9%0.180%
2/25/2025 Polar Asset Management Partners Inc.50,000$868K0.0%N/A0.039%
2/19/2025 GF Fund Management CO. LTD.2,316$40K0.0%N/A0.002%
2/19/2025 Public Employees Retirement System of Ohio182,697$3.17M0.0%-0.6%0.142%
2/18/2025 BCK Capital Management LP40,000$694K0.5%N/A0.031%
2/17/2025 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC871,745$15.13M0.0%-8.5%0.676%
2/17/2025 Vident Advisory LLC23,533$409K0.0%-27.1%0.018%
2/17/2025 Squarepoint Ops LLC89,904$1.56M0.0%+106.8%0.070%
2/17/2025 Two Sigma Advisers LP41,100$713K0.0%-61.7%0.032%
2/17/2025 Two Sigma Investments LP85,300$1.48M0.0%-56.0%0.066%
2/17/2025 Sagefield Capital LP137,618$2.39M0.3%N/A0.107%
2/17/2025 Polar Asset Management Partners Inc.50,000$868K0.0%N/A0.039%
2/17/2025 ProShare Advisors LLC53,408$927K0.0%+106.0%0.041%
2/17/2025 Quantinno Capital Management LP28,569$496K0.0%+23.8%0.022%
2/17/2025 Nissay Asset Management Corp Japan ADV18,529$321K0.0%+4.1%0.014%
2/17/2025Nuveen Asset Management LLC331,367$5.75M0.0%-1.1%0.257%
2/17/2025 Millennium Management LLC1,364,688$23.69M0.0%+52.0%1.059%
2/17/2025 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.70,524$1.22M0.0%+3.9%0.055%
2/17/2025 Lazard Asset Management LLC52,290$907K0.0%N/A0.041%
2/17/2025 Deutsche Bank AG688,570$11.95M0.0%+453.3%0.534%
2/17/2025 Captrust Financial Advisors13,640$237K0.0%+4.8%0.011%
2/17/2025 Balyasny Asset Management L.P.452,955$7.86M0.0%-83.1%0.351%
2/17/2025 Bank of America Corp DE892,627$15.50M0.0%+145.1%0.692%
2/17/2025 Bardin Hill Management Partners LP189,396$3.29M1.6%N/A0.147%
2/17/2025 BNP Paribas Financial Markets21,918$380K0.0%-47.7%0.017%
2/17/2025 Ameriprise Financial Inc.309,494$5.38M0.0%-37.1%0.240%
2/17/2025 Algert Global LLC130,769$2.27M0.1%N/A0.101%
2/14/2025 AQR Arbitrage LLC1,154,266$20.04M0.4%N/A0.895%
2/14/2025 Nexpoint Asset Management L.P.2,908,421$50.49M5.7%N/A2.256%
2/14/2025 Jane Street Group LLC18,502$321K0.0%-84.6%0.014%
2/14/2025 RBO & Co. LLC740,529$12.86M2.1%-2.2%0.574%
2/14/2025 Comerica Bank45,119$783K0.0%-2.6%0.035%
2/14/2025 TIG Advisors LLC420,751$7.30M0.5%N/A0.326%
2/14/2025 Northern Trust Corp2,226,804$38.66M0.0%+54.8%1.727%
2/14/2025 The Manufacturers Life Insurance Company66,018$1.15M0.0%-2.4%0.051%
2/14/2025 Susquehanna Fundamental Investments LLC114,211$1.98M0.0%N/A0.089%
2/14/2025 Virtus ETF Advisers LLC11,250$195K0.1%-15.2%0.009%
2/14/2025 Voya Investment Management LLC36,651$636K0.0%-86.5%0.028%
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2/14/2025 Adage Capital Partners GP L.L.C.100,000$1.74M0.0%-33.3%0.078%
2/14/2025 Price T Rowe Associates Inc. MD106,351$1.85M0.0%+9.2%0.082%
2/14/2025 Hsbc Holdings PLC107,457$1.87M0.0%+12.6%0.083%
2/14/2025 ClearAlpha Technologies LP119,767$2.08M1.4%N/A0.093%
2/14/2025 Stifel Financial Corp105,074$1.82M0.0%-8.7%0.082%
2/14/2025 State of Tennessee Department of Treasury57,004$990K0.0%-3.6%0.044%
2/14/2025 Tower Research Capital LLC TRC4,515$78K0.0%-65.6%0.004%
2/14/2025 MetLife Investment Management LLC78,662$1.37M0.0%+5.3%0.061%
2/14/2025 Dimensional Fund Advisors LP1,025,737$17.81M0.0%-43.2%0.796%
2/14/2025 First Trust Advisors LP123,327$2.14M0.0%-49.1%0.096%
2/13/2025 CANADA LIFE ASSURANCE Co295,644$5.14M0.0%+3.2%0.229%
2/13/2025 Marshall Wace LLP32,042$556K0.0%-77.8%0.025%
2/13/2025 GABELLI & Co INVESTMENT ADVISERS INC.173,250$3.01M0.5%N/A0.134%
2/13/2025 Gamco Investors INC. ET AL14,150$246K0.0%-46.6%0.011%
2/13/2025 Gabelli Funds LLC360,750$6.26M0.0%N/A0.280%
2/13/2025 Mariner LLC11,778$204K0.0%+7.2%0.009%
2/13/2025 Barclays PLC259,711$4.51M0.0%+22.6%0.201%
2/13/2025 Summit Investment Advisors Inc.12,967$225K0.2%+5.9%0.010%
2/13/2025 Water Island Capital LLC1,311,468$22.77M2.5%N/A1.017%
2/13/2025 Sterling Capital Management LLC3,906$68K0.0%+802.1%0.003%
2/13/2025 Quinn Opportunity Partners LLC1,464,385$25.42M1.7%+47.1%1.136%
2/13/2025 Capula Management Ltd516,829$8.97M0.1%N/A0.401%
2/13/2025 Legal & General Group Plc899,968$15.62M0.0%-8.2%0.698%
2/13/2025 Invesco Ltd.559,279$9.71M0.0%-1.4%0.434%
2/13/2025 Bank of Montreal Can14,426$250K0.0%+6.5%0.011%
2/13/2025 Yakira Capital Management Inc.180,885$3.14M1.2%N/A0.140%
2/13/2025 Federated Hermes Inc.1,797,666$31.21M0.1%-61.6%1.394%
2/13/2025 Grantham Mayo Van Otterloo & Co. LLC44,903$780K0.0%N/A0.035%
2/13/2025 Wells Fargo & Company MN78,501$1.36M0.0%+25.2%0.061%
2/13/2025 Resona Asset Management Co. Ltd.50,944$884K0.0%N/A0.040%
2/12/2025 Landscape Capital Management L.L.C.16,013$278K0.0%N/A0.012%
2/12/2025 Westpac Banking Corp93,668$1.63M0.1%-15.7%0.073%
2/12/2025 Geode Capital Management LLC3,277,049$56.90M0.0%-0.4%2.542%
2/12/2025 Trans Canada Capital Inc.279,722$4.86M0.5%N/A0.217%
2/12/2025 Franklin Resources Inc.58,817$1.02M0.0%-2.4%0.046%
2/12/2025 Alliancebernstein L.P.199,590$3.47M0.0%+17.5%0.155%
2/12/2025 Arrowstreet Capital Limited Partnership70,465$1.22M0.0%-88.5%0.055%
2/12/2025 Strategy Asset Managers LLC811,554$14.09M2.7%-7.4%0.630%
2/12/2025 Cornercap Investment Counsel Inc.17,840$310K0.1%-45.3%0.014%
2/12/2025 Gardner Lewis Asset Management L P159,893$2.78M0.7%N/A0.124%
2/12/2025 Nomura Asset Management Co. Ltd.165,800$2.88M0.0%+6.3%0.129%
2/12/2025 Norges Bank1,106,780$19.21M0.0%N/A0.859%
2/12/2025 JPMorgan Chase & Co.3,235,094$56.16M0.0%+58.7%2.509%
2/12/2025 WINTON GROUP Ltd151,516$2.63M0.2%N/A0.118%
2/12/2025 Mitsubishi UFJ Asset Management Co. Ltd.84,057$1.46M0.0%+11.0%0.065%
2/11/2025 Prudential Financial Inc.137,134$2.38M0.0%-66.3%0.106%
2/11/2025 Corebridge Financial Inc.66,132$1.15M0.0%-7.2%0.051%
2/11/2025 Vanguard Group Inc.19,482,398$338.21M0.0%+0.1%15.112%
2/11/2025 KLP Kapitalforvaltning AS26,100$456K0.0%N/A0.020%
2/11/2025 Sei Investments Co.19,748$343K0.0%-36.1%0.015%
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2/11/2025 Commonwealth of Pennsylvania Public School Empls Retrmt SYS117,365$2.04M0.0%+139.4%0.091%
2/10/2025 Thrivent Financial for Lutherans98,774$1.72M0.0%-1.3%0.077%
2/10/2025 Cibc World Markets Corp11,600$201K0.0%N/A0.009%
2/10/2025 Natixis Advisors LLC26,197$455K0.0%+2.5%0.020%
2/10/2025 Picton Mahoney Asset Management1,575,000$27.34M0.8%N/A1.222%
2/10/2025 Vestcor Inc22,690$394K0.0%N/A0.018%
2/7/2025 Zurcher Kantonalbank Zurich Cantonalbank88,355$1.53M0.0%-10.2%0.069%
2/7/2025 Alpine Associates Management Inc.1,350,000$23.44M1.4%N/A1.047%
2/7/2025 Amundi131,511$2.29M0.0%+44.4%0.102%
2/6/2025 Proficio Capital Partners LLC22,742$395K0.0%N/A0.018%
(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, 230 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 166 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), Nexpoint Asset Management L.P. ($2.91M), JPMorgan Chase & Co. ($2.42M), Lasalle Investment Management Securities LLC ($2.32M), Schroder Investment Management Group ($2.02M), and Sumitomo Mitsui Trust Holdings Inc. ($1.92M).

How much institutional buying is happening at Retail Opportunity Investments?

Institutional investors have bought a total of 48,428,523 shares in the last 24 months. This purchase volume represents approximately $725.00M in transactions.

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

Of the 127 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), Balyasny Asset Management L.P. ($2.22M), Cbre Investment Management Listed Real Assets LLC ($1.71M), Jennison Associates LLC ($1.58M), Millennium Management LLC ($950.24K), and Sumitomo Mitsui Trust Holdings Inc. ($863.08K).

How much institutional selling is happening at Retail Opportunity Investments?

Institutional investors have sold a total of 25,260,730 shares in the last 24 months. This volume of shares sold represents approximately $388.87M in transactions.


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This page (NASDAQ:ROIC) was last updated on 6/10/2025 by MarketBeat.com Staff
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