Recent Quarter Total Invested
$2.86 B
Recent Quarter Institutional Ownership Percentage
96.31%
Total Invested of Last Quarter
$1.54 B
Ownership Percentage of Last Quarter
97.52%
Retail Opportunity Investments Corp. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK FUNDING, INC. /DE | 11/13/2024 | 23.17 M | $364.53 M | 100.00% | 18.23% |
| CENTERSQUARE INVESTMENT MANAGEMENT LLC | 11/12/2024 | 9.51 M | $149.57 M | 0.49% | 7.48% |
| STATE STREET CORP | 11/14/2024 | 7.31 M | $116.06 M | -1.34% | 5.75% |
| PRINCIPAL FINANCIAL GROUP INC | 10/31/2024 | 6.11 M | $96.07 M | 1.26% | 4.81% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2024 | 3.29 M | $51.78 M | 0.75% | 2.59% |
| ALYESKA INVESTMENT GROUP, L.P. | 11/14/2024 | 3.13 M | $49.26 M | 100.00% | 2.46% |
| BALYASNY ASSET MANAGEMENT L.P. | 11/14/2024 | 2.68 M | $42.11 M | 65.17% | 2.11% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 11/12/2024 | 2.35 M | $36.92 M | 3.76% | 1.85% |
| MORGAN STANLEY | 11/14/2024 | 2.23 M | $35.11 B | 31.71% | 1.76% |
| SCHRODER INVESTMENT MANAGEMENT GROUP | 11/13/2024 | 2.04 M | $31.93 M | -0.55% | 1.61% |
| JPMORGAN CHASE & CO | 11/08/2024 | 2.04 M | $32.07 M | -10.82% | 1.60% |
| LASALLE INVESTMENT MANAGEMENT SECURITIES LLC | 11/12/2024 | 1.81 M | $28.49 M | -55.58% | 1.43% |
| DIMENSIONAL FUND ADVISORS LP | 11/07/2024 | 1.80 M | $28.39 M | -1.60% | 1.42% |
| CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC | 11/14/2024 | 1.65 M | $26.00 M | -36.92% | 1.30% |
| SUMITOMO MITSUI TRUST HOLDINGS, INC. | 11/05/2024 | 1.50 M | $23.66 M | -54.42% | 1.18% |
| CITADEL ADVISORS LLC | 11/14/2024 | 1.46 M | $22.95 B | 220.16% | 1.15% |
| BANK OF NEW YORK MELLON CORP | 11/12/2024 | 1.14 M | $17.96 M | -12.61% | 0.90% |
| LEGAL & GENERAL GROUP PLC | 11/14/2024 | 980,433 | $15.42 M | -8.19% | 0.77% |
| MILLENNIUM MANAGEMENT LLC | 11/14/2024 | 897,703 | $14.12 M | 182.11% | 0.71% |
| STRATEGY ASSET MANAGERS LLC | 11/08/2024 | 876,179 | $13.78 M | 57.68% | 0.69% |
| GOLDMAN SACHS GROUP INC | 11/14/2024 | 849,579 | $13.36 M | -34.10% | 0.67% |
| NEUBERGER BERMAN GROUP LLC | 11/14/2024 | 775,877 | $12.20 M | -32.92% | 0.61% |
| RBO & CO LLC | 11/13/2024 | 756,905 | $11.91 M | -0.55% | 0.60% |
| STATE OF NEW JERSEY COMMON PENSION FUND D | 11/04/2024 | 657,866 | $10.35 M | -4.24% | 0.52% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 11/14/2024 | 611,323 | $9.62 M | 100.00% | 0.48% |
| INVESCO LTD. | 11/12/2024 | 567,147 | $8.92 M | -28.03% | 0.45% |
| AMERIPRISE FINANCIAL INC | 11/14/2024 | 492,100 | $7.75 M | -8.07% | 0.39% |
| PHOCAS FINANCIAL CORP. | 11/07/2024 | 474,003 | $7.46 M | -8.75% | 0.37% |
| RANGER GLOBAL REAL ESTATE ADVISORS, LLC | 11/13/2024 | 416,946 | $6.56 M | 100.00% | 0.33% |
| RHUMBLINE ADVISERS | 11/12/2024 | 413,645 | $6.51 M | -3.53% | 0.33% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 11/14/2024 | 371,440 | $5.84 M | -30.30% | 0.29% |
| BANK OF AMERICA CORP /DE/ | 11/14/2024 | 364,125 | $5.73 B | 56.77% | 0.29% |
| RENAISSANCE TECHNOLOGIES LLC | 11/13/2024 | 361,600 | $5.69 M | 18.56% | 0.28% |
| APG ASSET MANAGEMENT US INC. | 11/14/2024 | 360,613 | $5.66 M | 100.00% | 0.28% |
| NUVEEN ASSET MANAGEMENT, LLC | 11/14/2024 | 335,004 | $5.27 M | 0.74% | 0.26% |
| EASTERLY INVESTMENT PARTNERS LLC | 11/01/2024 | 289,654 | $4.56 M | 100.00% | 0.23% |
| GREAT WEST LIFE ASSURANCE CO /CAN/ | 11/13/2024 | 286,405 | $4.51 M | -7.84% | 0.23% |
| VOYA INVESTMENT MANAGEMENT LLC | 11/14/2024 | 270,926 | $4.26 M | -14.86% | 0.21% |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | 11/14/2024 | 270,448 | $4.25 M | -3.57% | 0.21% |
| VERITION FUND MANAGEMENT LLC | 11/14/2024 | 266,505 | $4.19 M | -52.46% | 0.21% |
| DAVIS SELECTED ADVISERS | 11/08/2024 | 265,055 | $4.17 M | 100.00% | 0.21% |
| SWISS NATIONAL BANK | 11/07/2024 | 249,800 | $3.93 M | 0.00% | 0.20% |
| FIRST TRUST ADVISORS LP | 11/13/2024 | 242,308 | $3.81 M | 259.25% | 0.19% |
| UBS GROUP AG | 11/14/2024 | 214,255 | $3.37 M | 95.66% | 0.17% |
| BARCLAYS PLC | 11/15/2024 | 211,816 | $3.33 M | 316.67% | 0.17% |
| STABLEFORD CAPITAL II LLC | 10/15/2024 | 202,466 | $3.17 M | -0.68% | 0.16% |
| TWO SIGMA INVESTMENTS, LP | 11/14/2024 | 193,808 | $3.05 M | -26.43% | 0.15% |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 10/25/2024 | 192,873 | $3.03 M | -0.36% | 0.15% |
| ASSET MANAGEMENT ONE CO., LTD. | 10/30/2024 | 183,941 | $2.89 M | -2.34% | 0.14% |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 11/15/2024 | 183,780 | $2.89 M | 0.77% | 0.14% |
Retail Opportunity Investments Corp.institutional Ownership - Frequently Asked Questions
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Who are the largest shareholders of ROIC shares?
During the previous two years, 320 institutional investors and hedge funds held shares of Retail Opportunity Investments Corp.. The most heavily invested institutionals were:
BlackRock Funding, Inc. /DE: 23.17 M
CENTERSQUARE INVESTMENT MANAGEMENT LLC: 9.51 M
STATE STREET CORP: 7.31 M
PRINCIPAL FINANCIAL GROUP INC: 6.11 M
GEODE CAPITAL MANAGEMENT, LLC: 3.29 M
Alyeska Investment Group, L.P.: 3.13 M
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What percentage of Retail Opportunity Investments Corp. stock is owned by institutional investors?
96.31% of Retail Opportunity Investments Corp. stock is owned by institutional investors.
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How much institutional buying is happening at ROIC ?
Institutional investors have bought a total of 144.04 M shares in the last 24 months. This purchase volume represents approximately $2.50 B in transactions.