ROIC

Retail Opportunity Investments Corp.
ROIC

Overview Fund Activity
Delisted

ROIC was delisted on the 12th of February, 2025.

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231 hedge funds and large institutions have $1.53B invested in Retail Opportunity Investments Corp. in 2024 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 94 increasing their positions, 84 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
231
Holders Change
+5
Holders Change %
+2.21%
% of All Funds
3.36%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
30
Increased
94
Reduced
84
Closed
24
Calls
$41K
Puts
$74K
Net Calls
-$33K
Net Calls Change
-$2K

Top Buyers

1
Balyasny Asset Management
Balyasny Asset Management
Illinois
$20.1M
2
Principal Financial Group
Principal Financial Group
Iowa
$75M
3
LIMS
Lasalle Investment Management Securities
Maryland
$50.7M
4
Goldman Sachs
Goldman Sachs
New York
$16M
5
CIMLRA
CBRE Investment Management Listed Real Assets
Pennsylvania
$32.6M

Top Sellers

1
Millennium Management
Millennium Management
New York
$3.96M
2
Jennison Associates
Jennison Associates
New York
$7.77M
3
Marshall Wace
Marshall Wace
United Kingdom
$7.69M
4
UBS AM
UBS AM
Illinois
$2.99M
5
RGREA
Ranger Global Real Estate Advisors
Colorado
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Osaic Holdings
201
Osaic Holdings
Arizona
$13K +$8.75K +704 +206%
CFM
202
Catalyst Funds Management
Australia
$11.2K +$11.2K +900 New
MIFH
203
Migdal Insurance & Financial Holdings
Israel
$8K +$8K +658 New
PA
204
Parallel Advisors
California
$7.78K +$3.03K +244 +64%
Fifth Third Bancorp
205
Fifth Third Bancorp
Ohio
$7.35K – – –
PFC
206
Phocas Financial Corp
California
$6.46K -$238 -19,163 -4%
TWP
207
Triad Wealth Partners
Kansas
$6.22K +$6.22K +500 New
GRP
208
Global Retirement Partners
California
$4.19K +$3.73K +300 +811%
APC
209
Aspire Private Capital
North Carolina
$3.36K – – –
MPWT
210
MassMutual Private Wealth & Trust
Connecticut
$3.26K – – –
Carson Wealth (CWM LLC)
211
Carson Wealth (CWM LLC)
Nebraska
$3K -$109 -10 -3%
FCG
212
Financial Connections Group
California
$3K +$3K +315 New
YAL
213
Your Advocates Ltd
Texas
$2.49K – – –
UB
214
UMB Bank
Missouri
$2.25K +$1.31K +105 +138%
HWM
215
HighMark Wealth Management
Minnesota
$1.93K +$25 +2 +1%
WT
216
Whittier Trust
California
$1.75K -$40.6K -3,268 -96%
IAIM
217
International Assets Investment Management
Florida
$1.48K +$1.48K +119 New
FFA
218
Farther Finance Advisors
California
$1.45K +$184 +15 +15%
CC
219
Cultivar Capital
Texas
$1.37K +$1.37K +110 New
EWA
220
EverSource Wealth Advisors
Alabama
$1.27K +$15 +1 +1%
FMII
221
Farmers & Merchants Investments Inc
Nebraska
$1.18K – – –
WTC
222
WhitTier Trust Company
Nevada
$1.11K – – –
AF
223
Allworth Financial
California
$988 -$1.87K -140 -65%
Optiver Holding
224
Optiver Holding
Netherlands
$858 +$858 +69 New
PTC
225
Private Trust Company
Ohio
$634 – – –
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9
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