MG
ROIC

Michael Gelband’s Retail Opportunity Investments Corp. ROIC Stock Holding History

Michael Gelband’s Portfolio ROIC Stock Details ROIC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-109,662
Closed -$1.73M – 2180
2024
Q3 		$1.73M Sell
109,662
-127,151
-54% -$1.86M 0.01% 792
2024
Q2 		$2.94M Buy
+236,813
New +$2.93M 0.02% 637
2023
Q2 		– Sell
-195,502
Closed -$2.73M – 2325
2023
Q1 		$2.73M Sell
195,502
-24,131
-11% -$351K 0.02% 755
2022
Q4 		$3.3M Sell
219,633
-21,101
-9% -$309K 0.05% 470
2022
Q3 		$3.31M Buy
240,734
+41,013
+21% +$677K 0.04% 557
2022
Q2 		$3.15M Buy
199,721
+110,224
+123% +$1.97M 0.04% 589
2022
Q1 		$1.74M Buy
+89,497
New +$1.67M 0.02% 855
2021
Q3 		– Sell
-76,930
Closed -$1.36M – 2758
2021
Q2 		$1.36M Buy
76,930
+48,517
+171% +$853K 0.02% 848
2021
Q1 		$451K Buy
28,413
+3,049
+12% +$46.7K 0.01% 1439
2020
Q4 		$340K Buy
25,364
+14,003
+123% +$171K ﹤0.01% 1473
2020
Q3 		$118K Sell
11,361
-63,772
-85% -$698K ﹤0.01% 1570
2020
Q2 		$851K Buy
+75,133
New +$728K 0.02% 826
2020
Q1 		– Sell
-22,212
Closed -$392K – 1740
2019
Q4 		$392K Sell
22,212
-29,425
-57% -$533K 0.01% 998
2019
Q3 		$941K Buy
+51,637
New +$925K 0.03% 412

Other funds holding ROIC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $10.2B AUM 67.73% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
FTCM
First Trust Capital Management Chicago, Illinois $1.72B AUM 70.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
NAM
Nexpoint Asset Management Dallas, Texas $1.5B AUM 83.46% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Michael Gelband's ROIC Position: Q4 2024 in Review

Michael Gelband sold out of Retail Opportunity Investments Corp. (ROIC) in Q4 2024, closing a stake of 109,662 shares — an estimated $1.73M sold.

Michael Gelband first reported a position in ROIC in Q3 2019 and held it in 14 quarters. The position peaked at $3.31M in Q3 2022. 230 funds tracked by Wall St. Rank hold ROIC as of Q4 2024.

  • Michael Gelband reported no remaining Retail Opportunity Investments Corp. position as of Q4 2024 after selling out during the quarter.
  • Michael Gelband sold 109,662 Retail Opportunity Investments Corp. shares in Q4 2024, an estimated $1.73M.
  • Michael Gelband first reported a position in Retail Opportunity Investments Corp. in Q3 2019 and held it in 14 quarters.
  • Michael Gelband's Retail Opportunity Investments Corp. position peaked at $3.31M in Q3 2022.
  • 230 funds tracked by Wall St. Rank held Retail Opportunity Investments Corp. as of Q4 2024.

Based on ExodusPoint Capital Management's 13F filing for Q4 2024, filed 12 Feb 2025.