Retail Opportunity Investments Corp ROIC
We take great care to ensure that the data presented and summarized in this overview for RETAIL OPPORTUNITY INVESTMENTS CORP is accurate and up-to-date, based on a comprehensive analysis of 13F filing forms for institutional ownership and form 4 filings for insider transactions. Please note that this data may differ from other sources and should not be relied upon as the sole basis for investment decisions.
Top Institutions Holding ROIC
View all-
Black Rock Inc. New York, NY23.5MShares$284 Million0.01% of portfolio
-
Vanguard Group Inc Valley Forge, PA19.8MShares$239 Million0.01% of portfolio
-
Centersquare Investment Management LLC Plymouth Meeting, PA9.32MShares$112 Million1.3% of portfolio
-
State Street Corp Boston, MA7.48MShares$90.2 Million0.0% of portfolio
-
Principal Financial Group Inc Des Moines, IA5.01MShares$60.4 Million0.04% of portfolio
-
Federated Hermes, Inc. Pittsburgh, PA4.43MShares$53.4 Million0.13% of portfolio
-
Sumitomo Mitsui Trust Holdings, Inc.3.18MShares$38.4 Million0.03% of portfolio
-
Lasalle Investment Management Securities LLC Baltimore, MD3.18MShares$38.3 Million1.79% of portfolio
-
Geode Capital Management, LLC Boston, MA3.15MShares$38 Million0.0% of portfolio
-
Jpmorgan Chase & CO New York, NY2.3MShares$27.8 Million0.0% of portfolio
Latest Institutional Activity in ROIC
Top Purchases
Top Sells
About ROIC
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 September 30, 2020, ROIC owned 88 shopping centers encompassing approximately 10.1 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.
Insider Transactions at ROIC
Insider Transaction List
View all| Date | Insider | Transaction | Ownership Type | Shares Traded | Value / Price |
|---|---|---|---|---|---|
|
Feb 20
2024
|
Stuart A Tanz Chief Executive Officer |
BUY
Grant, award, or other acquisition
|
Indirect |
166,406
+7.45%
|
-
|
|
Feb 20
2024
|
Michael B. Haines EVP CFO, TREASURER & SECRETARY |
BUY
Grant, award, or other acquisition
|
Indirect |
50,901
+11.03%
|
-
|
|
Feb 20
2024
|
Lauren N. Silveira VP, Chief Accounting Officer |
BUY
Grant, award, or other acquisition
|
Indirect |
12,000
+24.44%
|
-
|
|
Feb 20
2024
|
Richard K. Schoebel Chief Operating Officer |
BUY
Grant, award, or other acquisition
|
Indirect |
54,816
+9.3%
|
-
|
|
Feb 20
2024
|
Richard A. Baker Director |
BUY
Grant, award, or other acquisition
|
Direct |
18,403
+4.99%
|
-
|
|
Jan 15
2024
|
Stuart A Tanz Chief Executive Officer |
SELL
Payment of exercise price or tax liability
|
Indirect |
77,240
-3.91%
|
$1,081,360
$14.03 P/Share
|
|
Jan 15
2024
|
Stuart A Tanz Chief Executive Officer |
BUY
Grant, award, or other acquisition
|
Indirect |
173,504
+8.07%
|
-
|
|
Jan 15
2024
|
Richard A. Baker Director |
SELL
Payment of exercise price or tax liability
|
Direct |
5,985
-1.77%
|
$83,790
$14.03 P/Share
|
|
Jan 15
2024
|
Richard A. Baker Director |
BUY
Grant, award, or other acquisition
|
Direct |
18,508
+5.2%
|
-
|
|
Jan 15
2024
|
Michael B. Haines EVP CFO, TREASURER & SECRETARY |
SELL
Payment of exercise price or tax liability
|
Indirect |
18,819
-4.97%
|
$263,466
$14.03 P/Share
|
|
Jan 15
2024
|
Michael B. Haines EVP CFO, TREASURER & SECRETARY |
BUY
Grant, award, or other acquisition
|
Indirect |
52,746
+12.23%
|
-
|
|
Jan 15
2024
|
Richard K. Schoebel Chief Operating Officer |
SELL
Payment of exercise price or tax liability
|
Indirect |
20,635
-4.13%
|
$288,890
$14.03 P/Share
|
|
Jan 15
2024
|
Richard K. Schoebel Chief Operating Officer |
BUY
Grant, award, or other acquisition
|
Indirect |
57,834
+10.37%
|
-
|
|
Jan 01
2024
|
Angela K Ho Director |
BUY
Grant, award, or other acquisition
|
Direct |
7,127
+21.29%
|
-
|
|
Jan 01
2024
|
Lauren N. Silveira VP, Chief Accounting Officer |
SELL
Payment of exercise price or tax liability
|
Indirect |
2,458
-8.92%
|
$34,412
$14.03 P/Share
|
|
Jan 01
2024
|
Eric S Zorn Director |
BUY
Grant, award, or other acquisition
|
Direct |
7,127
+7.32%
|
-
|
|
Jan 01
2024
|
Laura H Pomerantz Director |
BUY
Grant, award, or other acquisition
|
Direct |
7,127
+10.83%
|
-
|
|
Jan 01
2024
|
Adrienne Banks Pitts Director |
BUY
Grant, award, or other acquisition
|
Direct |
7,127
+27.08%
|
-
|
|
Jan 01
2024
|
Lee S Neibart Director |
BUY
Grant, award, or other acquisition
|
Direct |
7,127
+4.94%
|
-
|
|
Jan 01
2024
|
Richard K. Schoebel Chief Operating Officer |
SELL
Payment of exercise price or tax liability
|
Indirect |
15,297
-3.34%
|
$214,158
$14.03 P/Share
|
Last 12 Months Summary
| Grant, award, or other acquisition | 655K shares |
|---|---|
| Open market or private purchase | 1.5K shares |
| Grant, award, or other acquisition | 81.2K shares |
|---|---|
| Payment of exercise price or tax liability | 211K shares |
| Open market or private sale | 4K shares |