Retail Opportunity Investments Corp. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK, INC. | 02/07/2025 | 23.57 M | $409.21 M | 1.71% | 18.55% |
| VANGUARD GROUP INC | 02/11/2025 | 19.48 M | $338.21 M | 0.07% | 15.33% |
| STATE STREET CORP | 02/14/2025 | 7.51 M | $131.50 M | 2.75% | 5.91% |
| PRINCIPAL FINANCIAL GROUP INC | 01/31/2025 | 5.87 M | $101.95 M | -3.85% | 4.62% |
| FIRST TRUST CAPITAL MANAGEMENT L.P. | 07/25/2025 | 5.31 M | $92.15 M | 100.00% | 4.18% |
| GEODE CAPITAL MANAGEMENT, LLC | 02/12/2025 | 3.28 M | $56.90 M | -0.42% | 2.58% |
| JPMORGAN CHASE & CO | 02/12/2025 | 3.24 M | $56.16 M | 58.66% | 2.55% |
| NEXPOINT ASSET MANAGEMENT, L.P. | 02/14/2025 | 2.91 M | $50.49 M | 100.00% | 2.29% |
| CITIGROUP INC | 02/12/2025 | 2.70 M | $46.90 M | 1,033.72% | 2.13% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 02/06/2025 | 2.38 M | $41.31 M | 1.38% | 1.87% |
| NORTHERN TRUST CORP | 02/14/2025 | 2.23 M | $38.66 M | 54.78% | 1.75% |
| GLAZER CAPITAL, LLC | 02/14/2025 | 1.91 M | $33.24 M | 100.00% | 1.51% |
| FEDERATED HERMES, INC. | 02/13/2025 | 1.80 M | $31.21 M | -61.63% | 1.41% |
| PICTON MAHONEY ASSET MANAGEMENT | 04/02/2025 | 1.58 M | $27.34 M | 100.00% | 1.24% |
| MORGAN STANLEY | 05/15/2025 | 1.47 M | $25.53 M | -34.12% | 1.16% |
| GOLDMAN SACHS GROUP INC | 02/11/2025 | 1.47 M | $25.50 M | 72.90% | 1.16% |
| QUINN OPPORTUNITY PARTNERS LLC | 02/13/2025 | 1.46 M | $25.42 M | 47.07% | 1.15% |
| MILLENNIUM MANAGEMENT LLC | 02/14/2025 | 1.36 M | $23.69 M | 52.02% | 1.07% |
| ALPINE ASSOCIATES MANAGEMENT INC. | 02/07/2025 | 1.35 M | $23.44 M | 100.00% | 1.06% |
| WATER ISLAND CAPITAL LLC | 02/13/2025 | 1.31 M | $22.77 M | 100.00% | 1.03% |
| AQR ARBITRAGE LLC | 02/14/2025 | 1.15 M | $20.04 M | 100.00% | 0.91% |
| BANK OF NEW YORK MELLON CORP | 02/04/2025 | 1.12 M | $19.52 M | -1.53% | 0.88% |
| NORGES BANK | 02/12/2025 | 1.11 M | $19.21 M | 98.15% | 0.87% |
| DIMENSIONAL FUND ADVISORS LP | 02/13/2025 | 1.03 M | $17.81 M | -43.17% | 0.81% |
| LEGAL & GENERAL GROUP PLC | 02/13/2025 | 899.97 K | $15.62 M | -6.50% | 0.71% |
| BANK OF AMERICA CORP /DE/ | 02/14/2025 | 892.63 K | $15.50 M | 145.14% | 0.70% |
| UBS ASSET MANAGEMENT AMERICAS INC | 02/14/2025 | 871.75 K | $15.13 M | -8.45% | 0.69% |
| STRATEGY ASSET MANAGERS LLC | 02/12/2025 | 811.55 K | $14.09 M | -7.38% | 0.64% |
| RBO & CO LLC | 02/14/2025 | 740.53 K | $12.86 M | -2.16% | 0.58% |
| DEUTSCHE BANK AG\ | 06/30/2025 | 688.57 K | $11.95 M | 453.27% | 0.54% |
| ALBERTA INVESTMENT MANAGEMENT CORP | 02/03/2025 | 600.00 K | $10.42 M | 100.00% | 0.47% |
| CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC | 02/06/2025 | 581.30 K | $10.09 M | -64.83% | 0.46% |
| INVESCO LTD. | 02/13/2025 | 559.28 K | $9.71 M | -1.39% | 0.44% |
| CAPULA MANAGEMENT LTD | 02/13/2025 | 516.83 K | $8.97 M | 100.00% | 0.41% |
| UBS GROUP AG | 02/14/2025 | 474.45 K | $8.24 M | 121.44% | 0.37% |
| BALYASNY ASSET MANAGEMENT L.P. | 02/14/2025 | 452.96 K | $7.86 M | -83.08% | 0.36% |
| TIG ADVISORS, LLC | 02/14/2025 | 420.75 K | $7.30 M | 100.00% | 0.33% |
| RHUMBLINE ADVISERS | 05/29/2025 | 404.82 K | $7.03 M | -2.13% | 0.32% |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 02/05/2025 | 368.06 K | $6.39 M | 100.00% | 0.29% |
| GABELLI FUNDS LLC | 02/13/2025 | 360.75 K | $6.26 M | 100.00% | 0.28% |
| NUVEEN ASSET MANAGEMENT, LLC | 02/14/2025 | 331.37 K | $5.75 M | -1.09% | 0.26% |
| STATE OF NEW JERSEY COMMON PENSION FUND D | 01/31/2025 | 319.78 K | $5.55 M | -51.39% | 0.25% |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | 02/14/2025 | 318.38 K | $5.53 M | 17.72% | 0.25% |
| AMERIPRISE FINANCIAL INC | 02/14/2025 | 309.49 K | $5.38 M | -37.11% | 0.24% |
| GREAT WEST LIFE ASSURANCE CO /CAN/ | 02/13/2025 | 295.64 K | $5.14 M | 3.23% | 0.23% |
| TRANS-CANADA CAPITAL INC. | 02/12/2025 | 279.72 K | $10.13 M | 100.00% | 0.22% |
| WOLVERINE ASSET MANAGEMENT LLC | 02/03/2025 | 262.59 K | $4.56 M | 171.06% | 0.21% |
| BARCLAYS PLC | 02/13/2025 | 259.71 K | $4.51 M | 22.61% | 0.20% |
| SWISS NATIONAL BANK | 02/10/2025 | 249.80 K | $4.34 M | 0.00% | 0.20% |
| PHOCAS FINANCIAL CORP. | 03/05/2025 | 232.57 K | $4.04 M | -50.93% | 0.18% |
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Retail Opportunity Investments Corp. institutional Ownership - FAQ's
During the previous two years, 92 institutional investors and hedge funds held shares of Retail Opportunity Investments Corp.. The most heavily invested institutionals were:
Lindbrook Capital, LLC: 0
CIBRA Capital Ltd: 0
Nuveen Asset Management, LLC: 331,367
Cassady Schiller Wealth Management, LLC: 56
Ranger Global Real Estate Advisors, LLC: 416,946
First Trust Direct Indexing L.P.: 13,274
92.56% of Retail Opportunity Investments Corp. stock is owned by institutional investors.
Institutional investors have bought a total of 51.06 M shares in the last 24 months. This purchase volume represents approximately $893.02 M in transactions.