purchase and operate retail shopping centers on the west coast and east coast of the u.s.
Company profile
Ticker
ROIC
Exchange
Website
CEO
Stuart A. Tanz
Employees
Incorporated
Location
Fiscal year end
Industry (SIC)
Former names
NRDC Acquisition Corp.
SEC CIK
Corporate docs
Subsidiaries
Retail Opportunity Investments Partnership, LP • Retail Opportunity Investments GP, LLC • ROIC Paramount Plaza, LLC • ROIC Santa Ana, LLC • ROIC Washington, LLC • ROIC Oregon, LLC • ROIC California, LLC • ROIC Crossroads GP, LLC • ROIC Crossroads LP, LLC • ROIC Pinole Vista, LLC ...
IRS number
260500600
ROIC stock data
Latest filings (excl ownership)
10-Q
2024 Q1
Quarterly report
24 Apr 24
8-K
Results of Operations and Financial Condition
23 Apr 24
ARS
2023 FY
Annual report to shareholders
22 Mar 24
DEF 14A
Definitive proxy
22 Mar 24
10-K
2023 FY
Annual report
15 Feb 24
8-K
Retail Opportunity Investments Corp. Reports 2023 Results
14 Feb 24
10-Q
2023 Q3
Quarterly report
25 Oct 23
8-K
Results of Operations and Financial Condition
24 Oct 23
8-K
Entry into a Material Definitive Agreement
21 Sep 23
8-K
Entry into a Material Definitive Agreement
20 Sep 23
Transcripts
ROIC
Earnings call transcript
2023 Q4
15 Feb 24
ROIC
Earnings call transcript
2023 Q3
25 Oct 23
ROIC
Earnings call transcript
2023 Q2
26 Jul 23
ROIC
Earnings call transcript
2023 Q1
26 Apr 23
ROIC
Earnings call transcript
2022 Q4
16 Feb 23
ROIC
Earnings call transcript
2020 Q2
30 Jul 20
ROIC
Earnings call transcript
2020 Q1
24 Apr 20
ROIC
Earnings call transcript
2019 Q4
19 Feb 20
ROIC
Earnings call transcript
2019 Q3
29 Oct 19
ROIC
Earnings call transcript
2019 Q2
28 Jul 19
Latest ownership filings
4
RICHARD A. BAKER
21 Feb 24
4
RICHARD K. SCHOEBEL
21 Feb 24
4
Lauren N. Silveira
21 Feb 24
4
Michael B. Haines
21 Feb 24
4
STUART A TANZ
21 Feb 24
SC 13G/A
VANGUARD GROUP INC
13 Feb 24
SC 13G
CENTERSQUARE INVESTMENT MANAGEMENT LLC
13 Feb 24
SC 13G/A
STATE STREET CORP
30 Jan 24
SC 13G/A
BlackRock Inc.
19 Jan 24
4
RICHARD K. SCHOEBEL
16 Jan 24
Financial summary
Quarter (USD) | Sep 23 | Jun 23 | Mar 23 | Dec 22 | |
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Diluted EPS |
Annual (USD) | Dec 22 | Dec 21 | Dec 20 | Dec 19 | |
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Revenue | |||||
Cost of revenue | |||||
Operating income | |||||
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Net income | |||||
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Change in cash | |||||
Diluted EPS |
Institutional ownership, Q3 2023
96.2% owned by funds/institutions
13F holders | Current |
---|---|
Total holders | 217 |
Opened positions | 27 |
Closed positions | 17 |
Increased positions | 77 |
Reduced positions | 85 |
13F shares | Current |
---|---|
Total value | 1.51 tn |
Total shares | 122.66 mm |
Total puts | 400.00 |
Total calls | 5.00 k |
Total put/call ratio | 0.1 |
Largest owners | Shares | Value |
---|---|---|
BLK Blackrock | 23.05 mm | $285.40 bn |
Vanguard | 19.82 mm | $245.37 bn |
STT State Street | 7.98 mm | $99.95 bn |
Centersquare Investment Management | 6.64 mm | $82.23 bn |
FHI Federated Hermes Inc - Ordinary Shares | 3.81 mm | $47.12 bn |
Weiss Multi-Strategy Advisers | 3.50 mm | $43.32 bn |
Geode Capital Management | 2.94 mm | $36.36 bn |
Jennison Associates | 2.73 mm | $33.78 bn |
Millennium Management | 2.70 mm | $33.45 bn |
Cbre Clarion Securities | 2.54 mm | $31.46 bn |
Recent insider trades
Date | Owner | Security | Transaction | Code | Indirect | 10b5-1 | $Price | #Shares | $Value | #Remaining |
---|---|---|---|---|---|---|---|---|---|---|
20 Feb 24 | Baker Richard A. | Common Stock, par value $0.0001 per share | Grant | Acquire A | No | No | 0 | 18,403 | 0.00 | 350,078 |
20 Feb 24 | Richard K. Schoebel | Common Stock, par value $0.0001 per share | Grant | Acquire A | Yes | No | 0 | 54,816 | 0.00 | 534,294 |
20 Feb 24 | Lauren N. Silveira | Common Stock, par value $0.0001 per share | Grant | Acquire A | Yes | No | 0 | 12,000 | 0.00 | 37,109 |
20 Feb 24 | Michael B. Haines | Common Stock, par value $0.0001 per share | Grant | Acquire A | Yes | No | 0 | 50,901 | 0.00 | 410,683 |
20 Feb 24 | Stuart A Tanz | Common Stock, par value $0.0001 per share | Grant | Acquire A | Yes | No | 0 | 166,406 | 0.00 | 2,066,031 |
News
Retail Opportunity Q1 2024 FFO $0.28 Beats $0.27 Estimate, Sales $85.330M Beat $83.816M Estimate
23 Apr 24
Earnings Scheduled For April 23, 2024
23 Apr 24
Analyzing Retail REITs: Upgraded Outlook for Tanger, Downgraded Expectations for Kimco and ROIC
5 Apr 24
B of A Securities Downgrades Retail Opportunity to Underperform, Lowers Price Target to $12
5 Apr 24
Retail Opportunity Q4 2023 FFO $0.27 Beats $0.26 Estimate, Sales $84.65M Beat $77.61M Estimate
14 Feb 24