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ROIC

Retail Opportunity Investments Corp.

Delisted

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

218 hedge funds and large institutions have $2.04B invested in Retail Opportunity Investments Corp. in 2021 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 85 increasing their positions, 76 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

468% more call options, than puts

Call options by funds: $16.9M | Put options by funds: $2.98M

12% more repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 76

2% more capital invested

Capital invested by funds: $2.01B → $2.04B (+$34.2M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4% less funds holding

Funds holding: 226218 (-8)

17% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 23

Holders
218
Holders Change
-8
Holders Change %
-3.54%
% of All Funds
3.82%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
19
Increased
85
Reduced
76
Closed
23
Calls
$16.9M
Puts
$2.98M
Net Calls
+$13.9M
Net Calls Change
+$7.18M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$373M -$7.77M -441,912 -2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$325M +$847K +48,149 +0.3%
State Street
3
State Street
Massachusetts
$111M +$2.64M +150,164 +2%
AAMU
4
APG Asset Management US
New York
$66.8M -$703K -40,000 -1%
Federated Hermes
5
Federated Hermes
Pennsylvania
$55.3M +$1.53M +87,070 +3%
RGREA
6
Ranger Global Real Estate Advisors
Colorado
$49.9M +$50.3M +2,862,384 New
Sumitomo Mitsui Trust Group
7
Sumitomo Mitsui Trust Group
Japan
$46.1M +$6.63M +377,251 +17%
LIMS
8
Lasalle Investment Management Securities
Maryland
$45.9M +$7.23M +410,841 +18%
Wellington Management Group
9
Wellington Management Group
Massachusetts
$45.2M -$7.77M -441,598 -15%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$44.2M +$1.56M +88,574 +4%
Northern Trust
11
Northern Trust
Illinois
$43.1M -$2.09M -119,034 -5%
LBIM
12
Land & Buildings Investment Management
Connecticut
$41.7M +$42.1M +2,391,490 New
Bank of New York Mellon
13
Bank of New York Mellon
New York
$37.2M +$185K +10,520 +0.5%
Millennium Management
14
Millennium Management
New York
$36.2M -$3.75M -213,243 -9%
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$32.6M +$9.78K +556 +0%
Jennison Associates
16
Jennison Associates
New York
$29.3M +$8.51M +484,045 +40%
Charles Schwab
17
Charles Schwab
California
$28.7M +$1.23M +70,149 +4%
GIP
18
Granite Investment Partners
California
$24.5M -$700K -39,823 -3%
N
19
Nuveen
North Carolina
$21.9M -$636K -36,153 -3%
Mitsubishi UFJ Trust & Banking
20
Mitsubishi UFJ Trust & Banking
Japan
$21.8M -$1.46M -82,739 -6%
CIM
21
Centersquare Investment Management
Pennsylvania
$21.4M +$18.9M +1,074,432 +701%
Norges Bank
22
Norges Bank
Norway
$20.9M -$1.24M -70,396 -6%
JP Morgan Chase
23
JP Morgan Chase
New York
$20.8M -$7.4M -420,519 -26%
Deutsche Bank
24
Deutsche Bank
Germany
$19.7M +$4.13M +234,719 +26%
ACM
25
Adelante Capital Management
California
$19.3M -$88.5K -5,031 -0.5%

ROIC Hedge Fund Activity: Q3 2021 in Review

218 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Retail Opportunity Investments Corp. (ROIC) for Q3 2021, worth a combined $2.04B — up 1.7% from $2.01B a quarter earlier.

Sellers outnumbered buyers: 23 funds closed out of ROIC and 19 opened new positions — a net loss of 4 holders — while 76 trimmed existing stakes and 85 added.

The largest buyer was Ranger Global Real Estate Advisors, opening a new position worth an estimated $50.3M. The largest seller was Rush Island Management, cutting an estimated $19.1M.

  • 218 institutional investors held Retail Opportunity Investments Corp. (ROIC) as of Q3 2021, down from 226 in Q2 2021.
  • Funds reported $2.04B of Retail Opportunity Investments Corp. stock for Q3 2021, up 1.7% quarter-over-quarter.
  • 19 funds opened new Retail Opportunity Investments Corp. positions in Q3 2021 and 23 closed out, a net change of -4 holders.
  • The largest Retail Opportunity Investments Corp. buyer in Q3 2021 was Ranger Global Real Estate Advisors, an estimated $50.3M added.
  • The largest Retail Opportunity Investments Corp. seller in Q3 2021 was Rush Island Management, an estimated $19.1M sold.

Based on aggregated 13F filings for Q3 2021.