Retail Opportunity InvestmenROIC
13F holders, Q1 2025 (March 31)3holders −227
1new positions
225sold out
$12.70avg. 13F price*
At the end of Q1 2025, 3 institutions reported holding Retail Opportunity Investmen (ROIC) in their 13F filings, down 227 from Q4 2024. 1 opened new positions and 225 sold out. The largest holders were DekaBank Deutsche Girozentrale ($384K), Huntington National Bank ($17) and Avion Wealth ($0).
- Company
- Retail Opportunity Investmen
- CUSIP
- 76131N101
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $0 |
| Exits | 225 | $2.2B |
All 13F filers, Q4 2024 → Q1 2025: 40 shares bought and 123,575,925 shares sold, net −123,575,885 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 3 holders
| DekaBank Deutsche Girozentrale | 0.00% | No change | 30,189 | $384K |
| Huntington National Bank | 0.00% | Reduce -98.2% | 1 | $17 |
| Avion Wealth | 0.00% | New | 40 | $0 |
"% of holder's portfolio" is ROIC's weight in each manager's 13F, not the share of Retail Opportunity Investmen the manager owns.