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, NY23.2MShares$404 Million0.01% of portfolio
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Vanguard Group Inc Valley Forge, PA19.5MShares$340 Million0.01% of portfolio
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Centersquare Investment Management LLC Plymouth Meeting, PA9.51MShares$166 Million1.44% of portfolio
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State Street Corp Boston, MA7.31MShares$128 Million0.0% of portfolio
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Federated Hermes, Inc. Pittsburgh, PA4.69MShares$81.8 Million0.17% of portfolio
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Geode Capital Management, LLC Boston, MA3.29MShares$57.4 Million0.0% of portfolio
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Alyeska Investment Group, L.P. Chicago, IL3.13MShares$54.6 Million0.27% of portfolio
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Balyasny Asset Management LLC Chicago, IL2.68MShares$46.7 Million0.07% of portfolio
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Charles Schwab Investment Management Inc San Francisco, CA2.35MShares$41 Million0.01% of portfolio
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Morgan Stanley New York, NY2.23MShares$38.9 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 |
|---|---|---|---|---|---|
|
Jan 16
2025
|
Richard A. Baker Director |
SELL
Payment of exercise price or tax liability
|
Direct |
5,650
-1.5%
|
$96,050
$17.39 P/Share
|
|
Jan 16
2025
|
Richard A. Baker Director |
BUY
Grant, award, or other acquisition
|
Direct |
17,466
+4.43%
|
-
|
|
Jan 01
2025
|
Michael B. Haines EVP CFO, TREASURER & SECRETARY |
SELL
Payment of exercise price or tax liability
|
Indirect |
11,774
-2.55%
|
$200,158
$17.36 P/Share
|
|
Jan 01
2025
|
Richard A. Baker Director |
SELL
Payment of exercise price or tax liability
|
Direct |
5,390
-1.48%
|
$91,630
$17.36 P/Share
|
|
Jan 01
2025
|
Lauren N. Silveira VP, Chief Accounting Officer |
SELL
Payment of exercise price or tax liability
|
Indirect |
3,423
-9.22%
|
$58,191
$17.36 P/Share
|
|
Jan 01
2025
|
Richard K. Schoebel Chief Operating Officer |
SELL
Payment of exercise price or tax liability
|
Indirect |
12,742
-2.16%
|
$216,614
$17.36 P/Share
|
|
Jan 01
2025
|
Stuart A Tanz Chief Executive Officer |
SELL
Payment of exercise price or tax liability
|
Indirect |
38,268
-1.68%
|
$650,556
$17.36 P/Share
|
|
Dec 26
2024
|
Richard K. Schoebel Chief Operating Officer |
SELL
Payment of exercise price or tax liability
|
Indirect |
62,484
-9.59%
|
$1,062,228
$17.35 P/Share
|
|
Dec 26
2024
|
Richard K. Schoebel Chief Operating Officer |
BUY
Grant, award, or other acquisition
|
Indirect |
74,520
+10.27%
|
-
|
|
Dec 26
2024
|
Stuart A Tanz Chief Executive Officer |
SELL
Payment of exercise price or tax liability
|
Indirect |
203,007
-8.19%
|
$3,451,119
$17.35 P/Share
|
|
Dec 26
2024
|
Stuart A Tanz Chief Executive Officer |
BUY
Grant, award, or other acquisition
|
Indirect |
219,178
+8.13%
|
-
|
|
Dec 26
2024
|
Michael B. Haines EVP CFO, TREASURER & SECRETARY |
SELL
Payment of exercise price or tax liability
|
Indirect |
56,638
-10.93%
|
$962,846
$17.35 P/Share
|
|
Dec 26
2024
|
Michael B. Haines EVP CFO, TREASURER & SECRETARY |
BUY
Grant, award, or other acquisition
|
Indirect |
67,944
+11.6%
|
-
|
|
Dec 13
2024
|
Michael B. Haines EVP CFO, TREASURER & SECRETARY |
BUY
Grant, award, or other acquisition
|
Indirect |
39,394
+8.05%
|
-
|
|
Dec 13
2024
|
Stuart A Tanz Chief Executive Officer |
BUY
Grant, award, or other acquisition
|
Indirect |
128,788
+5.4%
|
-
|
|
Dec 13
2024
|
Richard A. Baker Director |
BUY
Grant, award, or other acquisition
|
Direct |
14,242
+3.76%
|
-
|
|
Dec 13
2024
|
Richard K. Schoebel Chief Operating Officer |
BUY
Grant, award, or other acquisition
|
Indirect |
42,424
+6.85%
|
-
|
|
Dec 05
2024
|
Stuart A Tanz Chief Executive Officer |
SELL
Grant, award, or other acquisition
|
Indirect |
63,243
-43.97%
|
-
|
|
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%
|
-
|
Last 12 Months Summary
| Grant, award, or other acquisition | 906K shares |
|---|
| Grant, award, or other acquisition | 63.2K shares |
|---|---|
| Payment of exercise price or tax liability | 399K shares |