Institutional Ownership
BlackRock Inc is the biggest individual institutional holder of Retail Opportunity Investments (ROIC), owning a total of 24 million shares. Combined, the top 30 institutional holders of ROIC own 89.02% of the company with a total of 113.2 million shares.
In the latest ownership report on December 31st 2023, the top 30 institutional holders increased their combined ownership of ROIC by 2.5 million shares. 12 institutions bought 7,643,186 total additional shares and increased their ownership by an average of 30.05%. However 7 institutions sold 5,159,522 total shares and decreased their ownership by an average of 24.45%.
Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of Retail Opportunity Investments increased by a net total of 2,483,664 in the latest quarter.
Institution Ownership Chart
Latest Institutional Ownership Changes
Owner | Percent Owned | Percent Change | Shares Owned | Share Change | Date Reported |
---|---|---|---|---|---|
BlackRock Inc | 18.809% | 3.996% | 23,974,661 | 921,218 | 2023-12-31 |
Vanguard Group Inc | 15.421% | -0.827% | 19,655,826 | -163,862 | 2023-12-31 |
CenterSquare Investment Management LLC | 6.863% | 31.697% | 8,747,743 | 2,105,436 | 2023-12-31 |
State Street Corporation | 6.315% | 0.893% | 8,049,377 | 71,241 | 2023-12-31 |
Federated Hermes Inc | 3.308% | 10.767% | 4,216,242 | 409,837 | 2023-12-31 |
LaSalle Investment Management Securities LLC | 2.494% | 43.702% | 3,179,277 | 966,860 | 2023-12-31 |
Geode Capital Management, LLC | 2.409% | 4.550% | 3,070,401 | 133,619 | 2023-12-31 |
Sumitomo Mitsui Trust Holdings Inc | 2.221% | 45.489% | 2,830,264 | 884,914 | 2023-12-31 |
JPMorgan Chase & Co | 1.931% | 23.966% | 2,461,221 | 475,826 | 2023-12-31 |
Charles Schwab Investment Management Inc | 1.648% | 2.848% | 2,100,480 | 58,171 | 2023-12-31 |
Morgan Stanley - Brokerage Accounts | 1.559% | 23.888% | 1,986,809 | 383,093 | 2023-12-31 |
Schroder Investment Management Group | 1.548% | -2.261% | 1,972,752 | -45,642 | 2023-12-31 |
CBRE Investment Management Listed Real Assets LLC | 1.499% | -24.809% | 1,910,603 | -630,393 | 2023-12-31 |
Principal Financial Group Inc | 1.376% | 158.312% | 1,753,614 | 1,074,741 | 2023-12-31 |
Apg Investments Us Inc | 1.358% | 0.000% | 1,730,817 | 0 | 2023-12-31 |
Dimensional Fund Advisors, Inc. | 1.344% | -2.182% | 1,713,539 | -38,216 | 2023-12-31 |
Jennison Associates LLC | 1.314% | -38.602% | 1,675,304 | -1,053,307 | 2023-12-31 |
Goldman Sachs Group Inc | 1.310% | 10.468% | 1,669,852 | 158,230 | 2023-12-31 |
Millennium Management LLC | 1.168% | -44.905% | 1,488,815 | -1,213,465 | 2023-12-31 |
Weiss Multi-Strategy Advisers Llc | 1.165% | -57.561% | 1,485,363 | -2,014,637 | 2023-12-31 |
Top Institutions
Owner | Percent Owned | Percent Change | Shares Owned | Share Change | Date Reported |
---|---|---|---|---|---|
BlackRock Inc | 18.809% | 3.996% | 23,974,661 | 921,218 | 2023-12-31 |
Vanguard Group Inc | 15.421% | -0.827% | 19,655,826 | -163,862 | 2023-12-31 |
CenterSquare Investment Management LLC | 6.863% | 31.697% | 8,747,743 | 2,105,436 | 2023-12-31 |
State Street Corporation | 6.315% | 0.893% | 8,049,377 | 71,241 | 2023-12-31 |
Federated Hermes Inc | 3.308% | 10.767% | 4,216,242 | 409,837 | 2023-12-31 |
LaSalle Investment Management Securities LLC | 2.494% | 43.702% | 3,179,277 | 966,860 | 2023-12-31 |
Geode Capital Management, LLC | 2.409% | 4.550% | 3,070,401 | 133,619 | 2023-12-31 |
Sumitomo Mitsui Trust Holdings Inc | 2.221% | 45.489% | 2,830,264 | 884,914 | 2023-12-31 |
Citadel Advisors Llc | 2.223% | -12.760% | 2,801,305 | -409,720 | 2023-06-30 |
JPMorgan Chase & Co | 1.931% | 23.966% | 2,461,221 | 475,826 | 2023-12-31 |
Land & Buildings Investment Mgmt, LLC | 1.951% | 19.937% | 2,429,330 | 403,820 | 2022-09-30 |
Charles Schwab Investment Management Inc | 1.648% | 2.848% | 2,100,480 | 58,171 | 2023-12-31 |
Morgan Stanley - Brokerage Accounts | 1.559% | 23.888% | 1,986,809 | 383,093 | 2023-12-31 |
Schroder Investment Management Group | 1.548% | -2.261% | 1,972,752 | -45,642 | 2023-12-31 |
CBRE Investment Management Listed Real Assets LLC | 1.499% | -24.809% | 1,910,603 | -630,393 | 2023-12-31 |
AEW Capital Management LP | 1.399% | -8.085% | 1,762,713 | -155,040 | 2022-12-31 |
Principal Financial Group Inc | 1.376% | 158.312% | 1,753,614 | 1,074,741 | 2023-12-31 |
Ranger Global Real Estate Advisors, LLC | 1.378% | -4.346% | 1,736,536 | -78,900 | 2023-06-30 |
Apg Investments Us Inc | 1.358% | 0.000% | 1,730,817 | 0 | 2023-12-31 |
Dimensional Fund Advisors, Inc. | 1.344% | -2.182% | 1,713,539 | -38,216 | 2023-12-31 |
Jennison Associates LLC | 1.314% | -38.602% | 1,675,304 | -1,053,307 | 2023-12-31 |
Goldman Sachs Group Inc | 1.310% | 10.468% | 1,669,852 | 158,230 | 2023-12-31 |
Neuberger Berman Group LLC | 1.280% | 7.894% | 1,612,736 | 117,990 | 2023-03-31 |
Northern Trust Corp | 1.221% | -23.570% | 1,537,934 | -474,280 | 2023-09-30 |
Bank of New York Mellon Corp | 1.219% | -0.651% | 1,536,128 | -10,064 | 2023-06-30 |
Millennium Management LLC | 1.168% | -44.905% | 1,488,815 | -1,213,465 | 2023-12-31 |
Weiss Multi-Strategy Advisers Llc | 1.165% | -57.561% | 1,485,363 | -2,014,637 | 2023-12-31 |
Nuveen Asset Management, LLC | 1.156% | -4.023% | 1,456,336 | -61,039 | 2023-03-31 |
Mitsubishi UFJ Trust & Banking Corp | 1.065% | 2.342% | 1,342,472 | 30,719 | 2022-12-31 |
Granite Investment Partners, LLC | 1.067% | -0.845% | 1,329,027 | -11,326 | 2022-09-30 |
$ROIC I blocked some bears and I liked it!
$ROIC This is how I feel everyday holding this gem.
$ROIC Just buy and hold
$ROIC wow! I sold too early
$ROIC this is my only green stonk!
I really like this stonk.
$ROIC in it to win it
$ROIC out of the way
$ROIC let’s gooooo
$ROIC cant wait for next week
$ROIC upupup!