ROIC - Retail Opportunity Investments Corp. Stock - Stock Price, Institutional Ownership, Shareholders (NasdaqGS)

Retail Opportunity Investments Corp. (US:ROIC) has 49 institutional owners and shareholders that have filed 13D/G or 13F forms with the Securities Exchange Commission (SEC). These institutions hold a total of 2,574,882 shares. Largest shareholders include VGSIX - Vanguard Real Estate Index Fund Investor Shares, FSSNX - Fidelity Small Cap Index Fund, POSAX - Global Real Estate Securities Fund Class A, VRTPX - Vanguard Real Estate II Index Fund, SWSSX - Schwab Small-Cap Index Fund, REET - iShares Global REIT ETF, USRT - iShares Core U.S. REIT ETF, FSRNX - Fidelity Real Estate Index Fund, PRFZ - Invesco FTSE RAFI US 1500 Small-Mid ETF, and BLACKROCK FUNDS - iShares FTSE NAREIT All Equity REIT Index Fund .

Retail Opportunity Investments Corp. (NasdaqGS:ROIC) institutional ownership structure shows current positions in the company by institutions and funds, as well as latest changes in position size. Major shareholders can include individual investors, mutual funds, hedge funds, or institutions. The Schedule 13D indicates that the investor holds (or held) more than 5% of the company and intends (or intended) to actively pursue a change in business strategy. Schedule 13G indicates a passive investment of over 5%.

The share price as of February 12, 2025 is 17.49 / share. Previously, on September 5, 2024, the share price was 15.18 / share. This represents an increase of 15.22% over that period.

The Fund Sentiment Score (fka Ownership Accumulation Score) finds the stocks that are being most bought by funds. It is the result of a sophisticated, multi-factor quantitative model that identifies companies with the highest levels of institutional accumulation. The scoring model uses a combination of the total increase in disclosed owners, the changes in portfolio allocations in those owners and other metrics. The number ranges from 0 to 100, with higher numbers indicating a higher level of accumulation to its peers, and 50 being the average.

Update Frequency: Daily

See Ownership Explorer, which provides a list of highest-ranking companies.

In addition to reporting standard equity and debt issues, institutions with more than 100MM assets under management must also disclose their put and call option holdings. Since put options generally indicate negative sentiment, and call options indicate positive sentiment, we can get a sense of the overall institutional sentiment by plotting the ratio of puts to calls. The chart to the right plots the historical put/call ratio for this instrument.

Using Put/Call Ratio as an indicator of investor sentiment overcomes one of the key deficiencies of using total institutional ownership, which is that a significant amount of assets under management are invested passively to track indices. Passively-managed funds do not typically buy options, so the put/call ratio indicator more closely tracks the sentiment of actively-managed funds.