Institutional Ownership
BlackRock Inc is the biggest individual institutional holder of Retail Opportunity Investments (ROIC), owning a total of 23.2 million shares. Combined, the top 37 institutional holders of ROIC own 102.74% of the company with a total of 131.1 million shares.
In the latest ownership report on September 30th 2024, the top 37 institutional holders decreased their combined ownership of ROIC by 1.3 million shares. 9 institutions bought 5,588,981 total additional shares and increased their ownership by an average of 33.02%. However 10 institutions sold 6,854,940 total shares and decreased their ownership by an average of 20.86%.
Overall this is a negative sign as the number of shares owned by the top 20 institutional holders of Retail Opportunity Investments decreased by a net total of -1,265,959 in the latest quarter.
Institution Ownership Chart
Latest Institutional Ownership Changes
Owner | Percent Owned | Percent Change | Shares Owned | Share Change | Date Reported |
---|---|---|---|---|---|
Vanguard Group Inc | 15.235% | -0.590% | 19,468,276 | -115,560 | 2024-09-30 |
CenterSquare Investment Management LLC | 7.441% | 0.488% | 9,508,450 | 46,162 | 2024-09-30 |
State Street Corp | 5.719% | -1.343% | 7,307,812 | -99,472 | 2024-09-30 |
Principal Financial Group Inc | 4.780% | 1.257% | 6,107,593 | 75,803 | 2024-09-30 |
Federated Hermes Inc | 3.667% | 2.805% | 4,685,465 | 127,819 | 2024-09-30 |
Geode Capital Management, LLC | 2.575% | 0.748% | 3,290,973 | 24,421 | 2024-09-30 |
Alyeska Investment Group, L.P. | 2.450% | 0.000% | 3,131,367 | 3,131,367 | 2024-09-30 |
Balyasny Asset Management LLC | 2.095% | 65.174% | 2,676,818 | 1,056,208 | 2024-09-30 |
Charles Schwab Investment Management Inc | 1.837% | 3.759% | 2,347,118 | 85,037 | 2024-09-30 |
Morgan Stanley - Brokerage Accounts | 1.747% | -34.145% | 2,231,986 | -1,157,250 | 2024-09-30 |
Schroder Investment Management Group | 1.599% | -0.549% | 2,042,989 | -11,282 | 2024-09-30 |
JPMorgan Chase & Co | 1.596% | -10.822% | 2,039,037 | -247,445 | 2024-09-30 |
LaSalle Investment Management Securities LLC | 1.417% | -55.584% | 1,811,064 | -2,266,421 | 2024-09-30 |
Dimensional Fund Advisors, Inc. | 1.412% | -1.596% | 1,804,857 | -29,267 | 2024-09-30 |
CBRE Investment Management Listed Real Assets LLC | 1.294% | -36.919% | 1,652,877 | -967,367 | 2024-09-30 |
Sumitomo Mitsui Trust Group Inc | 1.177% | -54.420% | 1,504,285 | -1,796,032 | 2024-09-30 |
Citadel Advisors Llc | 1.142% | 220.159% | 1,458,880 | 1,003,206 | 2024-09-30 |
Northern Trust Corp | 1.126% | 2.783% | 1,438,648 | 38,958 | 2024-09-30 |
Bank of New York Mellon Corp | 0.894% | -12.614% | 1,142,022 | -164,844 | 2024-09-30 |
Top Institutions
Owner | Percent Owned | Percent Change | Shares Owned | Share Change | Date Reported |
---|---|---|---|---|---|
BlackRock Inc | 18.136% | -1.460% | 23,175,745 | -343,355 | 2024-06-30 |
Vanguard Group Inc | 15.235% | -0.590% | 19,468,276 | -115,560 | 2024-09-30 |
CenterSquare Investment Management LLC | 7.441% | 0.488% | 9,508,450 | 46,162 | 2024-09-30 |
State Street Corporation | 5.868% | -7.088% | 7,478,806 | -570,571 | 2024-03-31 |
State Street Corp | 5.719% | -1.343% | 7,307,812 | -99,472 | 2024-09-30 |
Principal Financial Group Inc | 4.780% | 1.257% | 6,107,593 | 75,803 | 2024-09-30 |
Federated Hermes Inc | 3.667% | 2.805% | 4,685,465 | 127,819 | 2024-09-30 |
Sumitomo Mitsui Trust Holdings Inc | 2.589% | 3.733% | 3,300,317 | 118,766 | 2024-06-30 |
Geode Capital Management, LLC | 2.575% | 0.748% | 3,290,973 | 24,421 | 2024-09-30 |
Alyeska Investment Group, L.P. | 2.450% | 0.000% | 3,131,367 | 3,131,367 | 2024-09-30 |
Balyasny Asset Management LLC | 2.095% | 65.174% | 2,676,818 | 1,056,208 | 2024-09-30 |
Land & Buildings Investment Mgmt, LLC | 1.951% | 19.937% | 2,429,330 | 403,820 | 2022-09-30 |
Charles Schwab Investment Management Inc | 1.837% | 3.759% | 2,347,118 | 85,037 | 2024-09-30 |
Morgan Stanley - Brokerage Accounts | 1.747% | -34.145% | 2,231,986 | -1,157,250 | 2024-09-30 |
Schroder Investment Management Group | 1.599% | -0.549% | 2,042,989 | -11,282 | 2024-09-30 |
JPMorgan Chase & Co | 1.596% | -10.822% | 2,039,037 | -247,445 | 2024-09-30 |
LaSalle Investment Management Securities LLC | 1.417% | -55.584% | 1,811,064 | -2,266,421 | 2024-09-30 |
Dimensional Fund Advisors, Inc. | 1.412% | -1.596% | 1,804,857 | -29,267 | 2024-09-30 |
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 |
CBRE Investment Management Listed Real Assets LLC | 1.294% | -36.919% | 1,652,877 | -967,367 | 2024-09-30 |
Jennison Associates LLC | 1.198% | -8.836% | 1,527,273 | -148,031 | 2024-03-31 |
Sumitomo Mitsui Trust Group Inc | 1.177% | -54.420% | 1,504,285 | -1,796,032 | 2024-09-30 |
Weiss Multi-Strategy Advisers Llc | 1.165% | -57.561% | 1,485,363 | -2,014,637 | 2023-12-31 |
Citadel Advisors Llc | 1.142% | 220.159% | 1,458,880 | 1,003,206 | 2024-09-30 |
Nuveen Asset Management, LLC | 1.156% | -4.023% | 1,456,336 | -61,039 | 2023-03-31 |
Northern Trust Corp | 1.126% | 2.783% | 1,438,648 | 38,958 | 2024-09-30 |
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 |
Goldman Sachs Group Inc | 1.002% | 39.614% | 1,289,119 | 365,775 | 2024-06-30 |
Millennium Management LLC | 0.995% | -14.801% | 1,268,454 | -220,361 | 2024-03-31 |
Neuberger Berman Group LLC | 0.899% | 10.096% | 1,156,687 | 106,067 | 2024-06-30 |
Bank of New York Mellon Corp | 0.894% | -12.614% | 1,142,022 | -164,844 | 2024-09-30 |
Legal & General Group PLC | 0.838% | -5.190% | 1,067,951 | -58,463 | 2024-06-30 |
Phocas Financial Corp | 0.423% | -8.540% | 538,618 | -50,290 | 2024-03-31 |
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