Retail Opportunity Investments Ownership | Who Owns Retail Opportunity Investments?
Retail Opportunity Investments Ownership Summary
Retail Opportunity Investments is owned by 73.63% institutional investors, 3.31% insiders, and 23.06% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 18.55% of ROIC shares. iShares Core S&P Small-Cap ETF is the top mutual fund, with 6.38% of its assets in Retail Opportunity Investments shares.
ROIC Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Retail Opportunity Investments | 73.63% | 3.31% | 23.06% |
| Sector | Real Estate Stocks | 55.70% | 8.24% | 36.06% |
| Industry | Retail REIT Stocks | 68.11% | 8.29% | 23.61% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock funding, inc. /de | 23.57M | 18.55% | $409.21M |
| Blackrock | 23.18M | 18.31% | $288.07M |
| Vanguard group | 19.48M | 15.33% | $338.21M |
| State street | 7.41M | 5.85% | $93.16M |
| Principal financial group | 5.87M | 4.62% | $101.95M |
| First trust capital management | 5.31M | 4.18% | $92.15M |
| Geode capital management | 3.28M | 2.58% | $56.90M |
| Jpmorgan chase | 3.24M | 2.55% | $56.16M |
| Nexpoint asset management | 2.91M | 2.29% | $50.49M |
| Citigroup | 2.70M | 2.13% | $46.90M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| First trust capital management | 5.31M | 7.04% | $92.15M |
| Nexpoint asset management | 2.91M | 5.67% | $50.49M |
| Strategy asset managers | 811.55K | 2.73% | $14.09M |
| Water island capital | 1.31M | 2.46% | $22.77M |
| Glazer capital | 1.91M | 2.25% | $33.24M |
| Rbo | 740.53K | 2.10% | $12.86M |
| Quinn opportunity partners | 1.46M | 1.71% | $25.42M |
| Bardin hill management partners lp | 189.40K | 1.56% | $3.29M |
| Clearalpha technologies lp | 119.77K | 1.43% | $2.08M |
| Alpine associates management | 1.35M | 1.42% | $23.44M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| First trust capital management | 5.31M | 7.04% | 5.31M |
| Nexpoint asset management | 2.91M | 5.67% | 2.91M |
| Citigroup | 2.70M | 0.03% | 2.46M |
| Glazer capital | 1.91M | 2.25% | 1.91M |
| Picton mahoney asset management | 1.57M | 0.81% | 1.57M |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Centersquare investment management | - | - | -9.51M |
| Alyeska investment group | - | - | -3.13M |
| Federated hermes | 1.80M | 0.07% | -2.89M |
| Balyasny asset management | 452.95K | 0.01% | -2.22M |
| Schroder investment management group | - | - | -2.04M |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| First trust capital management | 5.31M | 7.04% | 5.31M | $92.15M |
| Nexpoint asset management | 2.91M | 5.67% | 2.91M | $50.49M |
| Glazer capital | 1.91M | 2.25% | 1.91M | $33.24M |
| Picton mahoney asset management | 1.57M | 0.81% | 1.57M | $27.34M |
| Alpine associates management | 1.35M | 1.42% | 1.35M | $23.44M |
Sold Out
| Holder | Change |
|---|---|
| Fortis advisors | -1.00 |
| Mendota financial group | -10.00 |
| Parkside financial bank & trust | -15.00 |
| Nelson, van denburg & campbell wealth management group | -28.00 |
| Bell investment advisors | -42.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Dec 31, 2024 | 166 | -28.14% | 93,573,887 | -23.55% | 73 | 0.79% | 92 | -15.60% | 51 | -43.96% |
| Sep 30, 2024 | 231 | 0.43% | 122,399,885 | -0.85% | 96 | 1.01% | 109 | -10.66% | 91 | 10.98% |
| Jun 30, 2024 | 230 | 0.88% | 123,452,527 | -2.03% | 97 | 0.98% | 122 | 11.93% | 82 | -2.38% |
| Mar 31, 2024 | 228 | 2.24% | 126,010,869 | -1.49% | 99 | 0.96% | 109 | 10.10% | 84 | -9.68% |
| Dec 31, 2023 | 223 | 2.77% | 127,915,649 | 4.32% | 102 | 1.06% | 99 | -5.71% | 93 | 10.71% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 8.22M | 6.38% | 14.34K |
| Vanguard Real Estate Index Investor | 4.93M | 3.82% | 14.19K |
| First Trust Merger Arbitrage Cl I | 4.58M | 3.55% | 4.58M |
| Vanguard Total Stock Mkt Idx Inv | 3.89M | 3.02% | 188.97K |
| iShares Russell 2000 ETF | 3.41M | 2.65% | -25.95K |
| Vanguard Small Cap Index | 3.12M | 2.42% | 5.57K |
| Vanguard Small Cap Value Index Inv | 2.06M | 1.60% | -3.87K |
| Vanguard Institutional Extnd Mkt Idx Tr | 1.94M | 1.50% | -17.46K |
| Federated Hermes US Smid Eq R EUR Acc | 1.92M | 1.50% | 105.47K |
| Federated Hermes SDG Enggmt Eq X USD Acc | 1.46M | 1.13% | -441.49K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Oct 30, 2023 | Indiveri Michael J. | - | Buy | $16.74K |
| Aug 31, 2023 | POMERANTZ LAURA H | - | Sell | $53.82K |
| Mar 07, 2023 | POMERANTZ LAURA H | - | Sell | $148.79K |
| Dec 12, 2022 | POMERANTZ LAURA H | - | Sell | $99.94K |
| Apr 30, 2021 | Zorn Eric S | - | Sell | $523.54K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q1 | - | - |
| 2024 Q4 | - | - |
| 2024 Q1 | - | - |
| 2023 Q4 | 1 | - |
| 2023 Q3 | - | 1 |
ROIC Ownership FAQ
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