ROIC Institutional Ownership, Buyers - Retail Opportunity Investments Corp.

Institutional and Fund Ownership - Buyers

Major holders that have opened new positions in Retail Opportunity Investments Corp. include NABAX - Neuberger Berman Absolute Return Multi-Manager Fund Class A .

This page shows changes in the ownership structure by listing institutions, funds, and major shareholders that have increased their holdings or opened new positions in the last reporting period. Green rows indicate new positions. Click the link icon to see the full transaction history.

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File Date	Source	Investor	Shares	Δ Shares (%)	Reported Value ($1000)	Δ Value (%)
2025-03-28	NP	SLPIX - Small-cap Profund Investor Class	136	17.24	2	100.00
2025-03-27	NP	BLACKROCK FUNDS - iShares FTSE NAREIT All Equity REIT Index Fund	166,593	219.33	2,910	260.15
2025-03-26	NP	ISCG - iShares Morningstar Small-Cap Growth ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	11,433	9.14	200	22.84
2025-03-25	NP	PJARX - SmallCap Value Fund II R-3	8,461	23.14	148	38.68
2025-04-01	NP	RSSL - Global X Russell 2000 ETF	70,604	4.52	1,233	17.88
2025-03-24	NP	NABAX - Neuberger Berman Absolute Return Multi-Manager Fund Class A	9,800		171
2025-03-31	NP	Innovator ETFs Trust - Innovator U.S. Small Cap Managed Floor ETF	1,180	233.33	21	300.00
2025-03-31	NP	FESIX - Fidelity SAI Real Estate Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	9,596	19.62	168	34.68
2025-08-13	13F	Advisor Group Holdings, Inc.	105		2
2025-03-31	NP	FZIPX - Fidelity ZERO Extended Market Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	37,546	3.50	656	16.55
2025-03-31	NP	FZROX - Fidelity ZERO Total Market Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	57,570	4.13	1,006	17.41
2025-05-29	NP	JNL SERIES TRUST - JNL Multi-Manager Alternative Fund (A)	0	-100.00	0	-100.00
2025-06-25	NP	VLSRX - Virtus KAR Long/Short Equity Fund Class R6	0	-100.00	0	-100.00
2025-03-31	NP	FSRNX - Fidelity Real Estate Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	239,903	0.58	4,191	13.39
2025-03-31	NP	VRTPX - Vanguard Real Estate II Index Fund This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	822,693	0.46	14,372	13.24
2025-03-28	NP	UAPIX - Ultrasmall-cap Profund Investor Class	1,807	10.12	32	24.00
2025-04-01	NP	BLDG - Cambria Global Real Estate ETF	37,980	41.66	664	59.76
2025-03-25	NP	USRT - iShares Core U.S. REIT ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	295,124	3.64	5,156	16.81
2025-03-26	NP	SWSSX - Schwab Small-Cap Index Fund This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	298,675	0.02	5,218	12.73
2025-03-27	NP	REET - iShares Global REIT ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	295,282	1.15	5,159	14.01
2025-03-27	NP	BLACKROCK FUNDS - iShares Russell Small/Mid-Cap Index Fund Investor A This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	15,158	28.96	265	45.05

ROIC / Retail Opportunity Investments Corp. - Institutional Ownership - Buyers

Institutional and Fund Ownership - Buyers