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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)
118
Total
Institutional Inflows
(last 12 months)
$378.04M
Number of
Institutional Sellers
(last 12 months)
82
Total
Institutional Outflows
(last 12 months)
$303.92M
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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
3/18/2025California State Teachers Retirement System118,971$2.07M0.0%-1.1%0.092%
3/18/2025CIBRA Capital Ltd115,818$2.01M1.4%N/A0.090%
3/5/2025Phocas Financial Corp.232,571$4.04M0.5%-50.9%0.180%
2/25/2025Polar Asset Management Partners Inc.50,000$868K0.0%N/A0.039%
2/19/2025GF 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%
2/18/2025BCK Capital Management LP40,000$694K0.5%N/A0.031%
2/17/2025UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC871,745$15.13M0.0%-8.5%0.676%
2/17/2025Vident Advisory LLC23,533$409K0.0%-27.1%0.018%
2/17/2025Squarepoint Ops LLC89,904$1.56M0.0%+106.8%0.070%
2/17/2025Two Sigma Advisers LP41,100$713K0.0%-61.7%0.032%
2/17/2025Two Sigma Investments LP85,300$1.48M0.0%-56.0%0.066%
2/17/2025Sagefield Capital LP137,618$2.39M0.3%N/A0.107%
2/17/2025Polar Asset Management Partners Inc.50,000$868K0.0%N/A0.039%
2/17/2025ProShare Advisors LLC53,408$927K0.0%+106.0%0.041%
2/17/2025Quantinno Capital Management LP28,569$496K0.0%+23.8%0.022%
2/17/2025Nissay 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%
2/17/2025Millennium Management LLC1,364,688$23.69M0.0%+52.0%1.059%
2/17/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.70,524$1.22M0.0%+3.9%0.055%
2/17/2025Lazard Asset Management LLC52,290$907K0.0%N/A0.041%
2/17/2025Deutsche Bank AG688,570$11.95M0.0%+453.3%0.534%
2/17/2025Captrust Financial Advisors13,640$237K0.0%+4.8%0.011%
2/17/2025Balyasny Asset Management L.P.452,955$7.86M0.0%-83.1%0.351%
2/17/2025Bank of America Corp DE892,627$15.50M0.0%+145.1%0.692%
2/17/2025Bardin Hill Management Partners LP189,396$3.29M1.6%N/A0.147%
2/17/2025BNP Paribas Financial Markets21,918$380K0.0%-47.7%0.017%
2/17/2025Ameriprise Financial Inc.309,494$5.38M0.0%-37.1%0.240%
2/17/2025Algert Global LLC130,769$2.27M0.1%N/A0.101%
2/14/2025AQR Arbitrage LLC1,154,266$20.04M0.4%N/A0.895%
2/14/2025Nexpoint Asset Management L.P.2,908,421$50.49M5.7%N/A2.256%
2/14/2025Jane Street Group LLC18,502$321K0.0%-84.6%0.014%
2/14/2025RBO & Co. LLC740,529$12.86M2.1%-2.2%0.574%
2/14/2025Comerica Bank45,119$783K0.0%-2.6%0.035%
2/14/2025TIG Advisors LLC420,751$7.30M0.5%N/A0.326%
2/14/2025Northern Trust Corp2,226,804$38.66M0.0%+54.8%1.727%
2/14/2025The Manufacturers Life Insurance Company66,018$1.15M0.0%-2.4%0.051%
2/14/2025Susquehanna Fundamental Investments LLC114,211$1.98M0.0%N/A0.089%
2/14/2025Virtus ETF Advisers LLC11,250$195K0.1%-15.2%0.009%
2/14/2025Voya Investment Management LLC36,651$636K0.0%-86.5%0.028%
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2/14/2025Adage Capital Partners GP L.L.C.100,000$1.74M0.0%-33.3%0.078%
2/14/2025Price T Rowe Associates Inc. MD106,351$1.85M0.0%+9.2%0.082%
2/14/2025Hsbc Holdings PLC107,457$1.87M0.0%+12.6%0.083%
2/14/2025ClearAlpha Technologies LP119,767$2.08M1.4%N/A0.093%
2/14/2025Stifel Financial Corp105,074$1.82M0.0%-8.7%0.082%
2/14/2025State of Tennessee Department of Treasury57,004$990K0.0%-3.6%0.044%
2/14/2025Tower Research Capital LLC TRC4,515$78K0.0%-65.6%0.004%
2/14/2025MetLife Investment Management LLC78,662$1.37M0.0%+5.3%0.061%
2/14/2025Dimensional Fund Advisors LP1,025,737$17.81M0.0%-43.2%0.796%
2/14/2025First Trust Advisors LP123,327$2.14M0.0%-49.1%0.096%
2/13/2025CANADA LIFE ASSURANCE Co295,644$5.14M0.0%+3.2%0.229%
2/13/2025Marshall Wace LLP32,042$556K0.0%-77.8%0.025%
2/13/2025GABELLI & Co INVESTMENT ADVISERS INC.173,250$3.01M0.5%N/A0.134%
2/13/2025Gamco Investors INC. ET AL14,150$246K0.0%-46.6%0.011%
2/13/2025Gabelli Funds LLC360,750$6.26M0.0%N/A0.280%
2/13/2025Mariner LLC11,778$204K0.0%+7.2%0.009%
2/13/2025Barclays PLC259,711$4.51M0.0%+22.6%0.201%
2/13/2025Summit Investment Advisors Inc.12,967$225K0.2%+5.9%0.010%
2/13/2025Water Island Capital LLC1,311,468$22.77M2.5%N/A1.017%
2/13/2025Sterling Capital Management LLC3,906$68K0.0%+802.1%0.003%
2/13/2025Quinn Opportunity Partners LLC1,464,385$25.42M1.7%+47.1%1.136%
2/13/2025Capula Management Ltd516,829$8.97M0.1%N/A0.401%
2/13/2025Legal & General Group Plc899,968$15.62M0.0%-8.2%0.698%
2/13/2025Invesco Ltd.559,279$9.71M0.0%-1.4%0.434%
2/13/2025Bank of Montreal Can14,426$250K0.0%+6.5%0.011%
2/13/2025Yakira Capital Management Inc.180,885$3.14M1.2%N/A0.140%
2/13/2025Federated Hermes Inc.1,797,666$31.21M0.1%-61.6%1.394%
2/13/2025Grantham Mayo Van Otterloo & Co. LLC44,903$780K0.0%N/A0.035%
2/13/2025Wells Fargo & Company MN78,501$1.36M0.0%+25.2%0.061%
2/13/2025Resona Asset Management Co. Ltd.50,944$884K0.0%N/A0.040%
2/12/2025Landscape Capital Management L.L.C.16,013$278K0.0%N/A0.012%
2/12/2025Westpac Banking Corp93,668$1.63M0.1%-15.7%0.073%
2/12/2025Geode Capital Management LLC3,277,049$56.90M0.0%-0.4%2.542%
2/12/2025Trans Canada Capital Inc.279,722$4.86M0.5%N/A0.217%
2/12/2025Franklin Resources Inc.58,817$1.02M0.0%-2.4%0.046%
2/12/2025Alliancebernstein L.P.199,590$3.47M0.0%+17.5%0.155%
2/12/2025Arrowstreet Capital Limited Partnership70,465$1.22M0.0%-88.5%0.055%
2/12/2025Strategy Asset Managers LLC811,554$14.09M2.7%-7.4%0.630%
2/12/2025Cornercap Investment Counsel Inc.17,840$310K0.1%-45.3%0.014%
2/12/2025Gardner Lewis Asset Management L P159,893$2.78M0.7%N/A0.124%
2/12/2025Nomura Asset Management Co. Ltd.165,800$2.88M0.0%+6.3%0.129%
2/12/2025Norges Bank1,106,780$19.21M0.0%N/A0.859%
2/12/2025JPMorgan Chase & Co.3,235,094$56.16M0.0%+58.7%2.509%
2/12/2025WINTON GROUP Ltd151,516$2.63M0.2%N/A0.118%
2/12/2025Mitsubishi UFJ Asset Management Co. Ltd.84,057$1.46M0.0%+11.0%0.065%
2/11/2025Prudential Financial Inc.137,134$2.38M0.0%-66.3%0.106%
2/11/2025Corebridge Financial Inc.66,132$1.15M0.0%-7.2%0.051%
2/11/2025Vanguard Group Inc.19,482,398$338.21M0.0%+0.1%15.112%
2/11/2025KLP Kapitalforvaltning AS26,100$456K0.0%N/A0.020%
2/11/2025Sei Investments Co.19,748$343K0.0%-36.1%0.015%
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2/11/2025Commonwealth of Pennsylvania Public School Empls Retrmt SYS117,365$2.04M0.0%+139.4%0.091%
2/10/2025Thrivent Financial for Lutherans98,774$1.72M0.0%-1.3%0.077%
2/10/2025Cibc World Markets Corp11,600$201K0.0%N/A0.009%
2/10/2025Natixis Advisors LLC26,197$455K0.0%+2.5%0.020%
2/10/2025Picton Mahoney Asset Management1,575,000$27.34M0.8%N/A1.222%
2/10/2025Vestcor Inc22,690$394K0.0%N/A0.018%
2/7/2025Zurcher Kantonalbank Zurich Cantonalbank88,355$1.53M0.0%-10.2%0.069%
2/7/2025Alpine Associates Management Inc.1,350,000$23.44M1.4%N/A1.047%
2/7/2025Amundi131,511$2.29M0.0%+44.4%0.102%
2/6/2025Proficio 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 Retail Opportunity Investments' 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 22,534,201 shares in the last 24 months. This purchase volume represents approximately $378.04M in transactions.

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

Of the 82 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 ($1.07M), Millennium Management LLC ($950.24K), Marshall Wace LLP ($841.48K), and Dimensional Fund Advisors LP ($779.12K).

How much institutional selling is happening at Retail Opportunity Investments?

Institutional investors have sold a total of 18,793,201 shares in the last 24 months. This volume of shares sold represents approximately $303.92M in transactions.


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This page (NASDAQ:ROIC) was last updated on 7/17/2025 by MarketBeat.com Staff
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