Free Trial

Retail Opportunity Investments (ROIC) Institutional Ownership

→ Tech GIANT’s Plans to Revolutionize Crypto… (From Crypto 101 Media) (Ad)
Free ROIC Stock Alerts
$12.44
-0.01 (-0.08%)
(As of 05/10/2024 ET)
Compare
Stock AnalysisAnalyst ForecastsChartCompetitorsDividendEarningsFinancialsHeadlinesInsider TradesOptions ChainOwnershipSEC FilingsShort InterestSocial Media

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

Current
Institutional Ownership
Percentage
97.16%
Number of
Institutional Buyers
(last 12 months)
81
Total
Institutional Inflows
(last 12 months)
$356.21M
Number of
Institutional Sellers
(last 12 months)
73
Total
Institutional Outflows
(last 12 months)
$86.54M
Get ROIC Insider Trade Alerts

Want to know when executives and insiders are buying or selling Retail Opportunity Investments stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

ROIC Institutional Buying and Selling by Quarter

Retail Opportunity Investments Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/10/2024Allstate Corp98,592$1.26M0.1%-23.7%0.077%
5/10/2024Vanguard Group Inc.19,815,894$254.04M0.0%+0.8%15.547%
5/10/2024Centersquare Investment Management LLC9,319,113$114.35M1.2%+6.5%7.312%
5/10/2024M&G Plc11,866$154K0.0%N/A0.009%
5/9/2024 State Board of Administration of Florida Retirement System45,895$641K0.0%+30.6%0.036%
5/8/2024 ProShare Advisors LLC24,888$319K0.0%+7.4%0.020%
5/8/2024 Russell Investments Group Ltd.17,343$222K0.0%+164.7%0.014%
5/8/2024 Inspire Investing LLC28,070$360K0.0%+3.1%0.022%
5/7/2024 Sei Investments Co.120,437$1.54M0.0%+15.1%0.094%
5/7/2024Susquehanna Portfolio Strategies LLC26,746$343K0.0%-30.4%0.021%
5/7/2024 Illinois Municipal Retirement Fund72,917$935K0.0%+2.5%0.057%
5/7/2024 SG Americas Securities LLC19,693$252K0.0%-48.0%0.015%
5/6/2024 Quantbot Technologies LP27,409$351K0.0%N/A0.022%
5/6/2024 Texas Permanent School Fund Corp110,276$1.41M0.0%+1.4%0.087%
5/3/2024 Easterly Investment Partners LLC605,642$7.76M0.6%N/A0.475%
5/2/2024 Jennison Associates LLC1,527,273$19.58M0.0%-8.8%1.198%
5/2/2024 Daiwa Securities Group Inc.40,967$525K0.0%+6.8%0.032%
5/1/2024 BNP Paribas Financial Markets80,788$1.04M0.0%+65.4%0.063%
5/1/2024 Mirae Asset Global Investments Co. Ltd.55,410$739K0.0%-5.4%0.043%
4/29/2024 Principal Financial Group Inc.5,011,476$64.25M0.0%+185.8%3.932%
4/26/2024 Yousif Capital Management LLC56,644$726K0.0%-9.3%0.044%
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%
READ THIS – If You Missed Out On The AI Boom (Ad)

Adam’s research shows a radical new technology is set to grow 10X faster than the internet … and drastically alter manufacturing, healthcare, agriculture … even energy. Nvidia’s CEO said it will be, “flat out, the biggest [tech] revolution ever.”

Click on Adam's shiny forehead for more details.
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%
2/8/2024 Vanguard Personalized Indexing Management LLC10,114$142K0.0%-40.1%0.008%
2/8/2024 Westpac Banking Corp25,389$356K0.0%N/A0.020%
2/7/2024 Principal 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%
2/7/2024 BNP Paribas Financial Markets48,830$685K0.0%-30.3%0.039%
2/7/2024 Teacher Retirement System of Texas22,868$321K0.0%-53.0%0.018%
2/6/2024 Charles 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%
2/6/2024 Natixis Advisors L.P.36,134$506K0.0%-13.2%0.029%
2/6/2024 Swiss National Bank248,400$3.49M0.0%-10.3%0.197%
2/5/2024 Victory Capital Management Inc.67,933$953K0.0%-6.0%0.054%
2/5/2024 Van ECK Associates Corp17,253$242K0.0%+19.7%0.014%
2/5/2024 Russell Investments Group Ltd.6,553$92K0.0%-82.0%0.005%
2/2/2024Truist Financial Corp78,792$1.11M0.0%-4.7%0.063%
2/2/2024 State 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%
2/1/2024 Jennison Associates LLC1,675,304$23.51M0.0%-38.6%1.330%
2/1/2024OVERSEA CHINESE BANKING Corp Ltd89,469$1.26M0.0%N/A0.071%
2/1/2024 Lindbrook Capital LLC2,514$35K0.0%+61.9%0.002%
1/31/2024Federated Hermes Inc.4,216,242$59.15M0.1%+10.8%3.346%
1/31/2024 Daiwa Securities Group Inc.38,372$538K0.0%-4.6%0.030%
1/30/2024 Zurcher 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%
1/25/2024 Nisa Investment Advisors LLC44,107$619K0.0%-9.9%0.035%
1/24/2024 Mirae Asset Global Investments Co. Ltd.58,564$822K0.0%+6.8%0.046%
1/24/2024 Asset Management One Co. Ltd.203,967$2.90M0.0%-2.4%0.162%
1/23/2024 Vanderbilt University11,679$164K0.0%N/A0.009%
1/23/2024 DAVENPORT & 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%
1/17/2024 Schechter Investment Advisors LLC10,270$144K0.0%-14.4%0.008%
1/12/2024 SG 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%
1/11/2024 Whittier 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%
Trump’s “Tax Free” Retirement Strategy (Ad)

Since 1924 — over one hundred years — the US dollar has lost nearly 18x its value. In other words, a dollar back then would buy $17.82 worth of goods in today's money. If you're planning on retiring any time soon…This poses a real problem.

Protect your retirement savings from the inevitable devaluation of the dollar…
11/14/2023MQS Management LLC40,766$505K0.3%+63.9%0.032%
11/13/2023Allstate Corp107,294$1.33M0.1%+33.2%0.085%
11/13/2023 Natixis 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%
(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, 194 institutional investors and hedge funds held shares of Retail Opportunity Investments. The most heavily invested institutionals were BlackRock Inc. ($301.80M), Vanguard Group Inc. ($254.04M), Centersquare Investment Management LLC ($114.35M), Principal Financial Group Inc. ($64.25M), Federated Hermes Inc. ($59.15M), Millennium Management LLC ($49.59M), and Lasalle Investment Management Securities LLC ($44.61M).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 161 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. ($4.44M), Sumitomo Mitsui Trust Holdings Inc. ($3.33M), Lasalle Investment Management Securities LLC ($3.11M), Jennison Associates LLC ($2.24M), Schroder Investment Management Group ($2.02M), and Federated Hermes Inc. ($1.85M).

How much institutional buying is happening at Retail Opportunity Investments?

Institutional investors have bought a total of 38,900,345 shares in the last 24 months. This purchase volume represents approximately $539.16M in transactions.

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

Of the 116 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 Holdings Inc. ($1.68M), 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 14,680,108 shares in the last 24 months. This volume of shares sold represents approximately $208.66M in transactions.


Related Companies:
This page (NASDAQ:ROIC) was last updated on 5/12/2024 by MarketBeat.com Staff

From Our Partners
Tech GIANT’s Plans to Revolutionize Crypto…
Crypto 101 Media
The ONE AI Stock to own now. (It’s not Nvidia.)
Weiss Ratings
Collapse of the Petrodollar
Colonial Metals
He Is Giving Away Bitcoin
Crypto Swap Profits
Gold Set to EXPLODE!
Gold Safe Exchange
Shocking: One AI startup's revenue could surge 4,735%
Manward Press
Elon to Transform U.S. Economy?
Porter & Company
Missed NVDA? Buy this AI stock NOW
Chaikin Analytics