Institutional Ownership
BlackRock Inc is the biggest individual institutional holder of Retail Opportunity Investments (ROIC), owning a total of 23.5 million shares. Combined, the top 31 institutional holders of ROIC own 92.87% of the company with a total of 118.2 million shares.
In the latest ownership report on March 31st 2024, the top 31 institutional holders increased their combined ownership of ROIC by 3.9 million shares. 12 institutions bought 5,714,574 total additional shares and increased their ownership by an average of 21.79%. However 7 institutions sold 1,808,771 total shares and decreased their ownership by an average of 7.22%.
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 3,905,803 in the latest quarter.
Institution Ownership Chart
Latest Institutional Ownership Changes
Owner | Percent Owned | Percent Change | Shares Owned | Share Change | Date Reported |
---|---|---|---|---|---|
BlackRock Inc | 18.453% | -1.900% | 23,519,100 | -455,561 | 2024-03-31 |
Vanguard Group Inc | 15.547% | 0.814% | 19,815,894 | 160,068 | 2024-03-31 |
CenterSquare Investment Management LLC | 7.312% | 6.532% | 9,319,113 | 571,370 | 2024-03-31 |
State Street Corporation | 5.868% | -7.088% | 7,478,806 | -570,571 | 2024-03-31 |
Principal Financial Group Inc | 3.932% | 185.780% | 5,011,476 | 3,257,862 | 2024-03-31 |
Federated Hermes Inc | 3.476% | 5.066% | 4,429,847 | 213,605 | 2024-03-31 |
LaSalle Investment Management Securities LLC | 2.863% | 14.780% | 3,649,182 | 469,905 | 2024-03-31 |
Sumitomo Mitsui Trust Holdings Inc | 2.496% | 12.412% | 3,181,551 | 351,287 | 2024-03-31 |
Geode Capital Management, LLC | 2.475% | 2.749% | 3,154,792 | 84,391 | 2024-03-31 |
JPMorgan Chase & Co | 1.807% | -6.433% | 2,302,889 | -158,332 | 2024-03-31 |
CBRE Investment Management Listed Real Assets LLC | 1.773% | 18.288% | 2,260,008 | 349,405 | 2024-03-31 |
Charles Schwab Investment Management Inc | 1.709% | 3.672% | 2,177,608 | 77,128 | 2024-03-31 |
Schroder Investment Management Group | 1.576% | 1.845% | 2,009,154 | 36,402 | 2024-03-31 |
Dimensional Fund Advisors, Inc. | 1.408% | 4.704% | 1,794,144 | 80,605 | 2024-03-31 |
Morgan Stanley - Brokerage Accounts | 1.272% | -18.422% | 1,620,808 | -366,001 | 2024-03-31 |
Jennison Associates LLC | 1.198% | -8.836% | 1,527,273 | -148,031 | 2024-03-31 |
Northern Trust Corp | 1.114% | -3.624% | 1,420,272 | -53,408 | 2024-03-31 |
Marshall Wace Asset Management Ltd | 1.058% | 4.866% | 1,347,877 | 62,546 | 2024-03-31 |
Bank of New York Mellon Corp | 1.015% | -4.213% | 1,292,983 | -56,867 | 2024-03-31 |
Top Institutions
Owner | Percent Owned | Percent Change | Shares Owned | Share Change | Date Reported |
---|---|---|---|---|---|
BlackRock Inc | 18.453% | -1.900% | 23,519,100 | -455,561 | 2024-03-31 |
Vanguard Group Inc | 15.547% | 0.814% | 19,815,894 | 160,068 | 2024-03-31 |
CenterSquare Investment Management LLC | 7.312% | 6.532% | 9,319,113 | 571,370 | 2024-03-31 |
State Street Corporation | 5.868% | -7.088% | 7,478,806 | -570,571 | 2024-03-31 |
Principal Financial Group Inc | 3.932% | 185.780% | 5,011,476 | 3,257,862 | 2024-03-31 |
Federated Hermes Inc | 3.476% | 5.066% | 4,429,847 | 213,605 | 2024-03-31 |
LaSalle Investment Management Securities LLC | 2.863% | 14.780% | 3,649,182 | 469,905 | 2024-03-31 |
Sumitomo Mitsui Trust Holdings Inc | 2.496% | 12.412% | 3,181,551 | 351,287 | 2024-03-31 |
Geode Capital Management, LLC | 2.475% | 2.749% | 3,154,792 | 84,391 | 2024-03-31 |
Citadel Advisors Llc | 2.223% | -12.760% | 2,801,305 | -409,720 | 2023-06-30 |
Land & Buildings Investment Mgmt, LLC | 1.951% | 19.937% | 2,429,330 | 403,820 | 2022-09-30 |
JPMorgan Chase & Co | 1.807% | -6.433% | 2,302,889 | -158,332 | 2024-03-31 |
CBRE Investment Management Listed Real Assets LLC | 1.773% | 18.288% | 2,260,008 | 349,405 | 2024-03-31 |
Charles Schwab Investment Management Inc | 1.709% | 3.672% | 2,177,608 | 77,128 | 2024-03-31 |
Schroder Investment Management Group | 1.576% | 1.845% | 2,009,154 | 36,402 | 2024-03-31 |
Dimensional Fund Advisors, Inc. | 1.408% | 4.704% | 1,794,144 | 80,605 | 2024-03-31 |
AEW Capital Management LP | 1.399% | -8.085% | 1,762,713 | -155,040 | 2022-12-31 |
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 |
Goldman Sachs Group Inc | 1.310% | 10.468% | 1,669,852 | 158,230 | 2023-12-31 |
Morgan Stanley - Brokerage Accounts | 1.272% | -18.422% | 1,620,808 | -366,001 | 2024-03-31 |
Neuberger Berman Group LLC | 1.280% | 7.894% | 1,612,736 | 117,990 | 2023-03-31 |
Jennison Associates LLC | 1.198% | -8.836% | 1,527,273 | -148,031 | 2024-03-31 |
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 |
Nuveen Asset Management, LLC | 1.156% | -4.023% | 1,456,336 | -61,039 | 2023-03-31 |
Northern Trust Corp | 1.114% | -3.624% | 1,420,272 | -53,408 | 2024-03-31 |
Marshall Wace Asset Management Ltd | 1.058% | 4.866% | 1,347,877 | 62,546 | 2024-03-31 |
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 |
Bank of New York Mellon Corp | 1.015% | -4.213% | 1,292,983 | -56,867 | 2024-03-31 |
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$ROIC added
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