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 is the largest institutional shareholder, holding 18.31% 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 | 46.98% | 8.71% | 44.31% |
| Industry | Retail REIT Stocks | 47.21% | 8.26% | 44.53% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock | 23.18M | 18.31% | $288.07M |
| State street | 7.41M | 5.85% | $93.16M |
| Morgan stanley | 1.69M | 1.34% | $21.06M |
| Norges bank | 1.11M | 0.87% | $19.21M |
| Legal & general group | 899.97K | 0.71% | $15.62M |
| Ubs asset management americas | 871.75K | 0.69% | $15.13M |
| Nuveen asset management | 331.37K | 0.26% | $5.75M |
| Barclays | 259.71K | 0.20% | $4.51M |
| Bank of america corp /de/ | 232.27K | 0.18% | $2.89M |
| Public employees retirement system of ohio | 182.38K | 0.14% | $2.27M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Inspire investing | 23.02K | 0.04% | $399.71K |
| First trust direct indexing | 13.68K | 0.01% | $169.98K |
| Public employees retirement system of ohio | 182.38K | 0.01% | $2.27M |
| Blackrock | 23.18M | 0.01% | $288.07M |
| State street | 7.41M | 0.00% | $93.16M |
| Legal & general group | 899.97K | 0.00% | $15.62M |
| Ubs asset management americas | 871.75K | 0.00% | $15.13M |
| Intech investment management | 16.62K | 0.00% | $206.61K |
| Comerica bank | 47.73K | 0.00% | $593.32K |
| Norges bank | 1.11M | 0.00% | $19.21M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Norges bank | 1.11M | 0.00% | 1.11M |
| Morgan stanley | 1.69M | 0.00% | 73.81K |
| Barclays | 259.71K | 0.00% | 47.90K |
| Bank of america corp /de/ | 232.27K | 0.00% | 30.80K |
| Intech investment management | 16.62K | 0.00% | 16.62K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Blackrock funding, inc. /de | - | - | -23.57M |
| Vanguard group | - | - | -19.48M |
| Centersquare investment management | - | - | -9.51M |
| Principal financial group | - | - | -5.87M |
| First trust capital management | - | - | -5.31M |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 1.11M | 0.00% | 1.11M | $19.21M |
| Intech investment management | 16.62K | 0.00% | 16.62K | $206.61K |
| Cassady schiller wealth management | 56.00 | 0.00% | 56.00 | $972.00 |
Sold Out
| Holder | Change |
|---|---|
| Fortis advisors | -1.00 |
| Skopos labs | -1.00 |
| Dunhill financial | -9.00 |
| Mendota financial group | -10.00 |
| Abound wealth management | -12.00 |
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
Try Tickergate Pro Free
Customize Everything. 100% Flexibility. Fast and Easy to Use (No code or Excel Needed)
Customize your own personal stocks lists, views and charts
Choose from hundreds of fields, up to 15 years of history
Conduct deep comparison analysis
Discover trending investment themes
Find your next best investment
Research stocks using tools