ROIC Insider Trading

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Notice: This stock is marked as potentially delisted. It may not be actively trading.

Insider Ownership Percentage: 3.00%

Insider Buying (Last 12 Months): $0.00

Insider Selling (Last 12 Months): $0.00

Retail Opportunity Investments Insider Trading History Chart

Retail Opportunity Investments Share Price & Price History

^$17.51

▲ +0.02 (0.11%)

As of 02/12/2025 05:06 PM ET

Retail Opportunity Investments Insider Trading History

Transaction Date	Insider Name	Title	Buy/Sell	Number of Shares	Average Share Price	Total Transaction	Shares Held After Transaction
10/30/2023	Michael J. Indiveri	Director	Buy	1,500	$11.16	$16,740.00	9,900
8/31/2023	Laura H. Pomerantz	Director	Sell	4,000	$13.46	$53,840.00	51,557
3/7/2023	Laura H. Pomerantz	Director	Sell	10,800	$13.78	$148,824.00	55,557
12/12/2022	Laura H. Pomerantz	Director	Sell	6,425	$15.55	$99,908.75	59,704

SEC Filings (Institutional Ownership Changes) for Retail Opportunity Investments (NASDAQ:ROIC)

97.16% of Retail Opportunity Investments stock is owned by institutions. Institutional ownership can be a sign of analyst confidence in the fundamentals of the stock.

Institutional Buying and Selling by Quarter

Retail Opportunity Investments Institutional Trading History

Reporting Date	Hedge Fund	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
3/18/2025	California State Teachers Retirement System	118,971	$2.07M	0.0%	-1.1%	0.092%
3/18/2025	CIBRA Capital Ltd	115,818	$2.01M	1.4%	N/A	0.090%
3/5/2025	Phocas Financial Corp.	232,571	$4.04M	0.5%	-50.9%	0.180%
2/25/2025	Polar Asset Management Partners Inc.	50,000	$0.87M	0.0%	N/A	0.039%
2/19/2025	GF Fund Management CO. LTD.	2,316	$40K	0.0%	N/A	0.002%
2/19/2025	Public Employees Retirement System of Ohio	182,697	$3.17M	0.0%	-0.6%	0.142%
2/18/2025	BCK Capital Management LP	40,000	$0.69M	0.5%	N/A	0.031%
2/17/2025	UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	871,745	$15.13M	0.0%	-8.5%	0.676%
2/17/2025	Vident Advisory LLC	23,533	$0.41M	0.0%	-27.1%	0.018%
2/17/2025	Squarepoint Ops LLC	89,904	$1.56M	0.0%	+106.8%	0.070%
2/17/2025	Two Sigma Advisers LP	41,100	$0.71M	0.0%	-61.7%	0.032%
2/17/2025	Two Sigma Investments LP	85,300	$1.48M	0.0%	-56.0%	0.066%
2/17/2025	Sagefield Capital LP	137,618	$2.39M	0.3%	N/A	0.107%
2/17/2025	Polar Asset Management Partners Inc.	50,000	$0.87M	0.0%	N/A	0.039%
2/17/2025	ProShare Advisors LLC	53,408	$0.93M	0.0%	+106.0%	0.041%
2/17/2025	Quantinno Capital Management LP	28,569	$0.50M	0.0%	+23.8%	0.022%
2/17/2025	Nissay Asset Management Corp Japan ADV	18,529	$0.32M	0.0%	+4.1%	0.014%
2/17/2025	Nuveen Asset Management LLC	331,367	$5.75M	0.0%	-1.1%	0.257%
2/17/2025	Millennium Management LLC	1,364,688	$23.69M	0.0%	+52.0%	1.059%
2/17/2025	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	70,524	$1.22M	0.0%	+3.9%	0.055%
2/17/2025	Lazard Asset Management LLC	52,290	$0.91M	0.0%	N/A	0.041%
2/17/2025	Deutsche Bank AG	688,570	$11.95M	0.0%	+453.3%	0.534%
2/17/2025	Captrust Financial Advisors	13,640	$0.24M	0.0%	+4.8%	0.011%
2/17/2025	Balyasny Asset Management L.P.	452,955	$7.86M	0.0%	-83.1%	0.351%
2/17/2025	Bank of America Corp DE	892,627	$15.50M	0.0%	+145.1%	0.692%
2/17/2025	Bardin Hill Management Partners LP	189,396	$3.29M	1.6%	N/A	0.147%
2/17/2025	BNP Paribas Financial Markets	21,918	$0.38M	0.0%	-47.7%	0.017%
2/17/2025	Ameriprise Financial Inc.	309,494	$5.38M	0.0%	-37.1%	0.240%
2/17/2025	Algert Global LLC	130,769	$2.27M	0.1%	N/A	0.101%
2/14/2025	AQR Arbitrage LLC	1,154,266	$20.04M	0.4%	N/A	0.895%
2/14/2025	Nexpoint Asset Management L.P.	2,908,421	$50.49M	5.7%	N/A	2.256%
2/14/2025	Jane Street Group LLC	18,502	$0.32M	0.0%	-84.6%	0.014%
2/14/2025	RBO & Co. LLC	740,529	$12.86M	2.1%	-2.2%	0.574%
2/14/2025	Comerica Bank	45,119	$0.78M	0.0%	-2.6%	0.035%
2/14/2025	TIG Advisors LLC	420,751	$7.30M	0.5%	N/A	0.326%
2/14/2025	Northern Trust Corp	2,226,804	$38.66M	0.0%	+54.8%	1.727%
2/14/2025	The Manufacturers Life Insurance Company	66,018	$1.15M	0.0%	-2.4%	0.051%
2/14/2025	Susquehanna Fundamental Investments LLC	114,211	$1.98M	0.0%	N/A	0.089%
2/14/2025	Virtus ETF Advisers LLC	11,250	$0.20M	0.1%	-15.2%	0.009%
2/14/2025	Voya Investment Management LLC	36,651	$0.64M	0.0%	-86.5%	0.028%
2/14/2025	Adage Capital Partners GP L.L.C.	100,000	$1.74M	0.0%	-33.3%	0.078%
2/14/2025	Price T Rowe Associates Inc. MD	106,351	$1.85M	0.0%	+9.2%	0.082%
2/14/2025	Hsbc Holdings PLC	107,457	$1.87M	0.0%	+12.6%	0.083%
2/14/2025	ClearAlpha Technologies LP	119,767	$2.08M	1.4%	N/A	0.093%
2/14/2025	Stifel Financial Corp	105,074	$1.82M	0.0%	-8.7%	0.082%
2/14/2025	State of Tennessee Department of Treasury	57,004	$0.99M	0.0%	-3.6%	0.044%
2/14/2025	Tower Research Capital LLC TRC	4,515	$78K	0.0%	-65.6%	0.004%
2/14/2025	MetLife Investment Management LLC	78,662	$1.37M	0.0%	+5.3%	0.061%
2/14/2025	Dimensional Fund Advisors LP	1,025,737	$17.81M	0.0%	-43.2%	0.796%
2/14/2025	First Trust Advisors LP	123,327	$2.14M	0.0%	-49.1%	0.096%
2/13/2025	CANADA LIFE ASSURANCE Co	295,644	$5.14M	0.0%	+3.2%	0.229%
2/13/2025	Marshall Wace LLP	32,042	$0.56M	0.0%	-77.8%	0.025%
2/13/2025	GABELLI & Co INVESTMENT ADVISERS INC.	173,250	$3.01M	0.5%	N/A	0.134%
2/13/2025	Gamco Investors INC. ET AL	14,150	$0.25M	0.0%	-46.6%	0.011%
2/13/2025	Gabelli Funds LLC	360,750	$6.26M	0.0%	N/A	0.280%
2/13/2025	Mariner LLC	11,778	$0.20M	0.0%	+7.2%	0.009%
2/13/2025	Barclays PLC	259,711	$4.51M	0.0%	+22.6%	0.201%
2/13/2025	Summit Investment Advisors Inc.	12,967	$0.23M	0.2%	+5.9%	0.010%
2/13/2025	Water Island Capital LLC	1,311,468	$22.77M	2.5%	N/A	1.017%
2/13/2025	Sterling Capital Management LLC	3,906	$68K	0.0%	+802.1%	0.003%
2/13/2025	Quinn Opportunity Partners LLC	1,464,385	$25.42M	1.7%	+47.1%	1.136%
2/13/2025	Capula Management Ltd	516,829	$8.97M	0.1%	N/A	0.401%
2/13/2025	Legal & General Group Plc	899,968	$15.62M	0.0%	-8.2%	0.698%
2/13/2025	Invesco Ltd.	559,279	$9.71M	0.0%	-1.4%	0.434%
2/13/2025	Bank of Montreal Can	14,426	$0.25M	0.0%	+6.5%	0.011%
2/13/2025	Yakira Capital Management Inc.	180,885	$3.14M	1.2%	N/A	0.140%
2/13/2025	Federated Hermes Inc.	1,797,666	$31.21M	0.1%	-61.6%	1.394%
2/13/2025	Grantham Mayo Van Otterloo & Co. LLC	44,903	$0.78M	0.0%	N/A	0.035%
2/13/2025	Wells Fargo & Company MN	78,501	$1.36M	0.0%	+25.2%	0.061%
2/13/2025	Resona Asset Management Co. Ltd.	50,944	$0.88M	0.0%	N/A	0.040%
2/12/2025	Landscape Capital Management L.L.C.	16,013	$0.28M	0.0%	N/A	0.012%
2/12/2025	Westpac Banking Corp	93,668	$1.63M	0.1%	-15.7%	0.073%
2/12/2025	Geode Capital Management LLC	3,277,049	$56.90M	0.0%	-0.4%	2.542%
2/12/2025	Trans Canada Capital Inc.	279,722	$4.86M	0.5%	N/A	0.217%
2/12/2025	Franklin Resources Inc.	58,817	$1.02M	0.0%	-2.4%	0.046%
2/12/2025	Alliancebernstein L.P.	199,590	$3.47M	0.0%	+17.5%	0.155%
2/12/2025	Arrowstreet Capital Limited Partnership	70,465	$1.22M	0.0%	-88.5%	0.055%
2/12/2025	Strategy Asset Managers LLC	811,554	$14.09M	2.7%	-7.4%	0.630%
2/12/2025	Cornercap Investment Counsel Inc.	17,840	$0.31M	0.1%	-45.3%	0.014%
2/12/2025	Gardner Lewis Asset Management L P	159,893	$2.78M	0.7%	N/A	0.124%
2/12/2025	Nomura Asset Management Co. Ltd.	165,800	$2.88M	0.0%	+6.3%	0.129%
2/12/2025	Norges Bank	1,106,780	$19.21M	0.0%	N/A	0.859%
2/12/2025	JPMorgan Chase & Co.	3,235,094	$56.16M	0.0%	+58.7%	2.509%
2/12/2025	WINTON GROUP Ltd	151,516	$2.63M	0.2%	N/A	0.118%
2/12/2025	Mitsubishi UFJ Asset Management Co. Ltd.	84,057	$1.46M	0.0%	+11.0%	0.065%
2/11/2025	Prudential Financial Inc.	137,134	$2.38M	0.0%	-66.3%	0.106%
2/11/2025	Corebridge Financial Inc.	66,132	$1.15M	0.0%	-7.2%	0.051%
2/11/2025	Vanguard Group Inc.	19,482,398	$338.21M	0.0%	+0.1%	15.112%
2/11/2025	KLP Kapitalforvaltning AS	26,100	$0.46M	0.0%	N/A	0.020%
2/11/2025	Sei Investments Co.	19,748	$0.34M	0.0%	-36.1%	0.015%
2/11/2025	Commonwealth of Pennsylvania Public School Empls Retrmt SYS	117,365	$2.04M	0.0%	+139.4%	0.091%
2/10/2025	Thrivent Financial for Lutherans	98,774	$1.72M	0.0%	-1.3%	0.077%
2/10/2025	Cibc World Markets Corp	11,600	$0.20M	0.0%	N/A	0.009%
2/10/2025	Natixis Advisors LLC	26,197	$0.46M	0.0%	+2.5%	0.020%
2/10/2025	Picton Mahoney Asset Management	1,575,000	$27.34M	0.8%	N/A	1.222%
2/10/2025	Vestcor Inc	22,690	$0.39M	0.0%	N/A	0.018%
2/7/2025	Zurcher Kantonalbank Zurich Cantonalbank	88,355	$1.53M	0.0%	-10.2%	0.069%
2/7/2025	Alpine Associates Management Inc.	1,350,000	$23.44M	1.4%	N/A	1.047%
2/7/2025	Amundi	131,511	$2.29M	0.0%	+44.4%	0.102%
2/6/2025	Proficio Capital Partners LLC	22,742	$0.40M	0.0%	N/A	0.018%

Data available starting January 2016

Retail Opportunity Investments Corp. (Nasdaq: ROIC), is a fully integrated, self-managed real estate investment trust (REIT) that specializes in the acquisition, ownership and management of grocery-anchored shopping centers located in densely populated, metropolitan markets across the West Coast. As of December 31, 2023, ROIC owned 94 shopping centers encompassing approximately 10.6 million square feet. ROIC is the largest publicly-traded, grocery-anchored shopping center REIT focused exclusively on the West Coast. ROIC is a member of the S&P SmallCap 600 Index and has investment-grade corporate debt ratings from Moody's Investor Services, S&P Global Ratings and Fitch Ratings, Inc.

Today's Range

Now: $17.51

$17.49

$17.50

50 Day Range

MA: $17.51

$17.51

52 Week Range

Now: $17.51

$12.60

$17.52

Volume

6,049,675 shs

Average Volume

1,626,664 shs

Market Capitalization

$2.26 billion

P/E Ratio

38.07

Dividend Yield

3.43%

Beta

1.45