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Retail Opportunity Investments (ROIC) Institutional Ownership

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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)
88
Total
Institutional Inflows
(last 12 months)
$328.47M
Number of
Institutional Sellers
(last 12 months)
78
Total
Institutional Outflows
(last 12 months)
$113.95M
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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
4/19/2024 First Trust Direct Indexing L.P.10,034$129K0.0%N/A0.008%
4/19/2024 Sumitomo Mitsui Trust Holdings Inc.3,181,551$40.79M0.0%+12.4%2.496%
4/18/2024 Allspring Global Investments Holdings LLC277,406$3.56M0.0%+26.5%0.218%
4/18/2024 Diversified Trust Co11,831$152K0.0%N/A0.009%
4/10/2024 Stableford Capital II LLC125,263$1.61M0.6%+58.7%0.098%
4/5/2024 GAMMA Investing LLC6,972$89K0.0%-24.1%0.005%
3/22/2024PNC Financial Services Group Inc.7,691$108K0.0%-21.1%0.006%
3/11/2024Vanguard Group Inc.19,655,826$275.77M0.0%-0.8%15.477%
2/14/2024Lighthouse Investment Partners LLC600,000$8.42M0.4%N/A0.476%
2/14/2024Verition Fund Management LLC828,988$11.63M0.1%+93.3%0.658%
2/14/2024Waterfront Capital Partners LLC1,244,481$17.46M1.4%N/A0.988%
2/14/2024Schroder Investment Management Group1,972,752$27.68M0.0%-2.3%1.566%
2/13/2024RBO & Co. LLC767,110$10.76M1.8%-14.7%0.609%
2/13/2024Centersquare Investment Management LLC8,747,743$122.73M1.4%+31.7%6.943%
2/13/2024Lasalle Investment Management Securities LLC3,179,277$44.61M1.8%+43.7%2.523%
2/12/2024Cbre Investment Management Listed Real Assets LLC1,910,603$26.81M0.5%-24.8%1.516%
2/12/2024Evoke Wealth LLC161,790$2.29M0.0%N/A0.128%
2/12/2024Allianz Asset Management GmbH912,149$12.80M0.0%-3.8%0.724%
2/9/2024Allstate Corp129,189$1.81M0.1%+20.4%0.103%
2/9/2024Aigen Investment Management LP10,918$153K0.0%-15.3%0.009%
2/9/2024Franklin Resources Inc.94,220$1.32M0.0%-8.5%0.075%
2/9/2024Norges Bank807,379$11.33M0.0%N/A0.641%
2/8/2024Quadrant Capital Group LLC7,029$99K0.0%-42.0%0.006%
2/8/2024Vanguard Personalized Indexing Management LLC10,114$142K0.0%-40.1%0.008%
2/8/2024Westpac Banking Corp25,389$356K0.0%N/A0.020%
2/7/2024Principal Financial Group Inc.1,753,614$24.60M0.0%+158.3%1.392%
2/7/2024Dimensional Fund Advisors LP1,713,539$24.04M0.0%-2.2%1.360%
2/7/2024BNP Paribas Financial Markets48,830$685K0.0%-30.3%0.039%
2/7/2024Teacher Retirement System of Texas22,868$321K0.0%-53.0%0.018%
2/6/2024Charles Schwab Investment Management Inc.2,100,480$29.47M0.0%+2.8%1.667%
2/6/2024 Amalgamated Bank45,874$644K0.0%-5.6%0.036%
2/6/2024Natixis Advisors L.P.36,134$506K0.0%-13.2%0.029%
2/6/2024Swiss National Bank248,400$3.49M0.0%-10.3%0.197%
2/5/2024Victory Capital Management Inc.67,933$953K0.0%-6.0%0.054%
2/5/2024Van ECK Associates Corp17,253$242K0.0%+19.7%0.014%
2/5/2024Russell Investments Group Ltd.6,553$92K0.0%-82.0%0.005%
2/2/2024Truist Financial Corp78,792$1.11M0.0%-4.7%0.063%
2/2/2024State of New Jersey Common Pension Fund D986,682$13.84M0.0%+1.6%0.783%
2/1/2024 GAMMA Investing LLC9,187$125K0.0%N/A0.007%
2/1/2024Jennison Associates LLC1,675,304$23.51M0.0%-38.6%1.330%
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2/1/2024OVERSEA CHINESE BANKING Corp Ltd89,469$1.26M0.0%N/A0.071%
2/1/2024Lindbrook Capital LLC2,514$35K0.0%+61.9%0.002%
1/31/2024Federated Hermes Inc.4,216,242$59.15M0.1%+10.8%3.346%
1/31/2024Daiwa Securities Group Inc.38,372$538K0.0%-4.6%0.030%
1/30/2024Zurcher Kantonalbank Zurich Cantonalbank101,725$1.43M0.0%+17.7%0.081%
1/30/2024 Sumitomo Mitsui Trust Holdings Inc.2,830,264$39.71M0.0%+45.5%2.246%
1/30/2024 Phocas Financial Corp.588,908$8.26M1.1%-0.6%0.467%
1/29/2024 Louisiana State Employees Retirement System63,000$884K0.0%N/A0.050%
1/25/2024 Allspring Global Investments Holdings LLC219,365$3.08M0.0%+6.5%0.174%
1/25/2024Nisa Investment Advisors LLC44,107$619K0.0%-9.9%0.035%
1/24/2024Mirae Asset Global Investments Co. Ltd.58,564$822K0.0%+6.8%0.046%
1/24/2024Asset Management One Co. Ltd.203,967$2.90M0.0%-2.4%0.162%
1/23/2024 Vanderbilt University11,679$164K0.0%N/A0.009%
1/23/2024DAVENPORT & Co LLC24,850$349K0.0%-3.5%0.020%
1/19/2024 State of Alaska Department of Revenue135,386$1.90M0.0%-1.1%0.107%
1/17/2024Schechter Investment Advisors LLC10,270$144K0.0%-14.4%0.008%
1/12/2024SG Americas Securities LLC37,873$531K0.0%-55.7%0.030%
1/12/2024 Stableford Capital II LLC78,910$1.11M0.5%+199.6%0.063%
1/11/2024Whittier Trust Co.3,524$49K0.0%-31.4%0.003%
12/19/2023Public Employees Retirement System of Ohio182,545$2.26M0.0%+8.0%0.145%
12/18/2023Vanguard Group Inc.19,819,688$245.37M0.0%+0.4%15.730%
11/22/2023Public Sector Pension Investment Board155,739$1.93M0.0%-30.4%0.124%
11/21/2023Walleye Trading LLC55,567$688K0.0%+9.7%0.044%
11/16/2023Ranger Global Real Estate Advisors LLC1,405,234$17.40M2.6%-19.1%1.115%
11/16/2023Tudor Investment Corp Et Al314,944$3.90M0.0%-1.8%0.250%
11/15/2023Schroder Investment Management Group2,018,394$24.99M0.0%N/A1.602%
11/15/2023Evergreen Capital Management LLC10,049$126K0.0%N/A0.008%
11/14/2023Quadrature Capital Ltd10,295$127K0.0%N/A0.008%
11/14/2023Qube Research & Technologies Ltd189,585$2.35M0.0%+559.0%0.150%
11/14/2023MQS Management LLC40,766$505K0.3%+63.9%0.032%
11/13/2023Allstate Corp107,294$1.33M0.1%+33.2%0.085%
11/13/2023Natixis Advisors L.P.41,643$516K0.0%+10.7%0.033%
11/13/2023Algert Global LLC48,800$604K0.0%-69.0%0.039%
11/13/2023Federated Hermes Inc.3,806,405$47.12M0.1%+12.4%3.021%
11/13/2023Clear Street Markets LLC2,366$29K0.0%N/A0.002%
11/13/2023Lasalle Investment Management Securities LLC2,212,417$27.39M1.2%-27.1%1.756%
11/13/2023Hsbc Holdings PLC59,682$739K0.0%-10.2%0.047%
11/13/2023UniSuper Management Pty Ltd35,400$438K0.0%+4.4%0.028%
11/13/2023Aigen Investment Management LP12,895$160K0.0%-87.1%0.010%
11/13/2023Invesco Ltd.786,187$9.73M0.0%-4.5%0.624%
11/13/2023Wolverine Asset Management LLC67,858$840K0.0%+36.8%0.054%
11/9/2023Rhumbline Advisers428,094$5.30M0.0%-1.2%0.340%
11/9/2023Davis Selected Advisers600,195$7.43M0.0%+3.5%0.476%
11/9/2023Deutsche Bank AG83,827$1.04M0.0%-28.7%0.067%
11/9/2023Citigroup Inc.119,919$1.49M0.0%-23.1%0.095%
11/9/2023Commonwealth of Pennsylvania Public School Empls Retrmt SYS84,240$1.04M0.0%-40.9%0.067%
11/9/2023Texas Permanent School Fund Corp106,967$1.32M0.0%-3.6%0.085%
11/9/2023Mutual of America Capital Management LLC22,083$273K0.0%-10.3%0.018%
11/8/2023State of New Jersey Common Pension Fund D971,478$12.03M0.0%-1.1%0.771%
11/8/2023Charles Schwab Investment Management Inc.2,042,309$25.28M0.0%+4.3%1.621%
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11/8/2023Sequoia Financial Advisors LLC14,176$175K0.0%+10.6%0.011%
11/8/2023Swiss National Bank277,000$3.43M0.0%+1.8%0.220%
11/8/2023 Amalgamated Bank48,592$602K0.0%-3.3%0.039%
11/7/2023Quantbot Technologies LP94,306$1.17M0.1%N/A0.075%
11/7/2023New York State Common Retirement Fund114,709$1.42M0.0%-44.7%0.091%
11/7/2023Barclays PLC64,840$802K0.0%-7.9%0.051%
11/7/2023Jump Financial LLC28,388$351K0.0%N/A0.023%
11/7/2023abrdn plc24,899$308K0.0%+4.1%0.020%
11/6/2023Schechter Investment Advisors LLC12,001$149K0.0%N/A0.010%
11/6/2023Illinois Municipal Retirement Fund71,878$890K0.0%N/A0.057%
(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 BlackRock Inc. ($301.80M), Vanguard Group Inc. ($275.77M), Centersquare Investment Management LLC ($122.73M), Federated Hermes Inc. ($59.15M), Millennium Management LLC ($49.59M), Lasalle Investment Management Securities LLC ($44.61M), and Sumitomo Mitsui Trust Holdings Inc. ($40.79M).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 164 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 ($6.69M), Sumitomo Mitsui Trust Holdings Inc. ($3.33M), Lasalle Investment Management Securities LLC ($3.11M), Jennison Associates LLC ($2.25M), Schroder Investment Management Group ($2.02M), Federated Hermes Inc. ($1.85M), and JPMorgan Chase & Co. ($1.59M).

How much institutional buying is happening at Retail Opportunity Investments?

Institutional investors have bought a total of 37,077,164 shares in the last 24 months. This purchase volume represents approximately $534.77M in transactions.

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

Of the 118 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 Holdings Inc. ($2.49M), Jennison Associates LLC ($2.19M), Ranger Global Real Estate Advisors LLC ($1.11M), Mitsubishi UFJ Trust & Banking Corp ($1.01M), Waterfront Capital Partners LLC ($840.56K), Lasalle Investment Management Securities LLC ($821.31K), and Cbre Investment Management Listed Real Assets LLC ($656.66K).

How much institutional selling is happening at Retail Opportunity Investments?

Institutional investors have sold a total of 15,474,141 shares in the last 24 months. This volume of shares sold represents approximately $225.48M in transactions.


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This page (NASDAQ:ROIC) was last updated on 4/26/2024 by MarketBeat.com Staff

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