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Retail Value Inc.

RVICDelisted Mar 28, 2022
Industry
Real Estate
SEC CIK
0001735184

Retail Value Inc. was delisted on Mar 28, 2022; its insiders filed their last Form 4 on Sep 22, 2022; 104 institutions reported holding it in 13F filings for Q4 2021, worth $87.9M in total; no superinvestor held it.

13F holders, Q2 2021

Institutional positions in Retail Value Inc. as of Jun 30, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
120
+4 vs. Q1 2021
Shares held
14.1M
+326.6K (+2.4%) vs. Q1 2021
Total value
$306.5M
+$49.0M (+19.0%) vs. Q1 2021
New holders
19
41 more added
Sold out
15
29 more reduced

Compare with Q1 2021: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting RVIC on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ2 2021: 120 institutions
Q1 2021: 116 institutionsQ2 2021: 120 institutionsQ3 2021: 113 institutionsQ4 2021: 104 institutionsQ1 2022: 98 institutionsQ2 2022: 13 institutionsQ3 2022: 2 institutionsQ4 2022: 2 institutionsQ1 2023: 1 institutionQ2 2023: 0 institutionsQ3 2023: 0 institutionsQ4 2023: 0 institutionsQ1 2024: 0 institutionsQ2 2024: 0 institutionsQ3 2024: 0 institutionsQ4 2024: 0 institutionsQ1 2025: 0 institutionsQ2 2025: 0 institutionsQ3 2025: 0 institutionsQ4 2025: 0 institutionsQ1 2026: 0 institutionsQ2 2026: 0 institutions
Value heldQ2 2021: $306.5M
Q1 2021: $257.6MQ2 2021: $306.5MQ3 2021: $374.3MQ4 2021: $87.9MQ1 2022: $47.5MQ2 2022: $1.03MQ3 2022: $2.00KQ4 2022: $1.00KQ1 2023: $0Q2 2023: $0Q3 2023: $0Q4 2023: $0Q1 2024: $0Q2 2024: $0Q3 2024: $0Q4 2024: $0Q1 2025: $0Q2 2025: $0Q3 2025: $0Q4 2025: $0Q1 2026: $0Q2 2026: $0
Institutions holding RVIC and their total value by quarter
QuarterHoldersValue
Q2 20260$0
Q1 20260$0
Q4 20250$0
Q3 20250$0
Q2 20250$0
Q1 20250$0
Q4 20240$0
Q3 20240$0
Q2 20240$0
Q1 20240$0
Q4 20230$0
Q3 20230$0
Q2 20230$0
Q1 20231$0
Q4 20222$1.00K
Q3 20222$2.00K
Q2 202213$1.03M
Q1 202298$47.5M
Q4 2021104$87.9M
Q3 2021113$374.3M
Q2 2021120$306.5M
Q1 2021116$257.6M

Institutions, Q2 2021

Shares, value and share of portfolio for each institution holding Retail Value Inc.; share changes are against Q1 2021.

Institutions holding RVIC in Q2 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Silver Point Capital L.P.2,098,200$45.6M2.50%+918,400+77.8%Added
BlackRock Inc.2,001,927$43.5M0.00%−28,160−1.4%Reduced
Indaba Capital Management, L.P.1,513,886$32.9M3.56%00.0%Unchanged
Vanguard Group Inc850,756$18.5M0.00%−794,161−48.3%Reduced
V3 Capital Management, L.P.703,589$15.3M2.70%+194,287+38.1%Added
Goldman Sachs Group Inc613,347$13.3M0.00%+316,959+106.9%Added
State Street Corp498,953$10.9M0.00%+37,971+8.2%Added
Deer Park Road Corp490,658$10.7M1.79%−53,524−9.8%Reduced
Renaissance Technologies LLC412,566$8.97M0.01%−77,700−15.8%Reduced
Geode Capital Management, LLC317,371$6.90M0.00%−49,958−13.6%Reduced
FMR LLC300,558$6.54M0.00%−20.0%Reduced
Dimensional Fund Advisors LP275,626$6.00M0.00%−10,169−3.6%Reduced
Morgan Stanley271,099$5.89M0.00%+223,847+473.7%Added
Charles Schwab Investment Management Inc267,242$5.81M0.00%+33,581+14.4%Added
LSV Asset Management266,450$5.79M0.01%−5,420−2.0%Reduced
Arrowstreet Capital, Limited Partnership226,363$4.92M0.01%+77,387+51.9%Added
Luxor Capital Group, LP211,164$4.59M0.12%00.0%Unchanged
Northern Trust Corp174,767$3.80M0.00%+3,705+2.2%Added
Jacobs Levy Equity Management, Inc149,745$3.26M0.02%+35,990+31.6%Added
Grantham, Mayo, Van Otterloo & Co. LLC143,966$3.13M0.02%+143,966New
Bank of New York Mellon Corp143,495$3.12M0.00%+1,174+0.8%Added
Nuveen Asset Management, LLC134,785$2.93M0.00%−5,521−3.9%Reduced
Two Sigma Advisers, LP132,524$2.88M0.01%+65,400+97.4%Added
Two Sigma Investments, LP108,495$2.36M0.01%+40,971+60.7%Added
Taconic Capital Advisors LP105,000$2.28M0.07%+105,000New
JPMorgan Chase & Co95,475$2.08M0.00%−39,196−29.1%Reduced
Highland Capital Management Fund Advisors, L.P.93,025$2.02M0.44%+93,025New
Globeflex Capital L P86,250$1.88M0.34%+86,250New
Russell Investments Group, Ltd.81,514$1.77M0.00%+25,905+46.6%Added
Healthcare of Ontario Pension Plan Trust Fund70,800$1.54M0.00%+70,800New
Martingale Asset Management L P65,152$1.42M0.02%−689−1.0%Reduced
Laurel Wealth Advisors, Inc.59,109$1.29M0.17%−3,363−5.4%Reduced
Man Group plc52,611$1.14M0.00%−13,001−19.8%Reduced
Thomas J. Herzfeld Advisors, Inc.49,698$1.08M0.45%+25,000+101.2%Added
Invesco Ltd.43,746$952.0K0.00%−62−0.1%Reduced
Winton Group Ltd42,548$925.0K0.05%+419+1.0%Added
Millennium Management LLC37,623$818.0K0.00%+1,129+3.1%Added
Principal Financial Group Inc37,629$818.0K0.00%+37,629New
Ergoteles LLC37,073$806.0K0.02%+37,073New
Los Angeles Capital Management LLC34,765$756.0K0.00%−1,630−4.5%Reduced
HN Saltoro Capital, LP33,674$732.0K0.77%00.0%Unchanged
Invenomic Capital Management LP32,399$705.0K0.31%+9,396+40.8%Added
Asset Management One Co.,Ltd.30,918$672.0K0.00%+263+0.9%Added
Gsa Capital Partners LLP30,251$658.0K0.07%+19,385+178.4%Added
Boothbay Fund Management, LLC29,535$642.0K0.03%+29,535New
Bank of America Corp29,108$632.0K0.00%−823−2.7%Reduced
Quadrature Capital Ltd28,944$630.0K0.02%+28,944New
Voya Investment Management LLC26,485$577.0K0.00%−902−3.3%Reduced
Rhumbline Advisers25,899$563.0K0.00%−2,483−8.7%Reduced
Norges Bank25,626$557.0K0.00%00.0%Unchanged
Sumitomo Mitsui Trust Holdings, Inc.24,698$537.0K0.00%−155−0.6%Reduced
California State Teachers Retirement System24,038$523.0K0.00%−709−2.9%Reduced
Price T Rowe Associates Inc23,701$515.0K0.00%+226+1.0%Added
STRS Ohio23,590$513.0K0.00%+160+0.7%Added
Truist Financial Corp21,755$473.0K0.00%+21,755New
Ironwood Investment Management LLC20,317$442.0K0.22%00.0%Unchanged
Public Employees Retirement System of Ohio20,098$437.0K0.00%+4,801+31.4%Added
Cubist Systematic Strategies, LLC20,109$437.0K0.00%+5,707+39.6%Added
Parametric Portfolio Associates LLC18,350$399.0K0.00%+833+4.8%Added
Acadian Asset Management LLC16,726$364.0K0.00%+16,569+10,553.5%Added
HighTower Advisors, LLC16,256$355.0K0.00%+16,256New
Susquehanna International Group, LLP16,144$351.0K0.00%+16,144New
Amundi15,000$326.0K0.00%+15,000New
Jump Financial, LLC14,500$315.0K0.03%+3,800+35.5%Added
New York State Common Retirement Fund13,959$304.0K0.00%+137+1.0%Added
Nomura Asset Management Co Ltd13,615$296.1K0.00%00.0%Unchanged
Tudor Investment Corp Et Al13,117$285.0K0.01%+13,117New
Cambria Investment Management, L.P.12,691$276.0K0.05%00.0%Unchanged
State Board of Administration of Florida Retirement System12,301$268.0K0.00%+626+5.4%Added
Manufacturers Life Insurance Company, The11,798$257.0K0.00%+367+3.2%Added
Alliancebernstein L.P.11,189$243.0K0.00%−2,311−17.1%Reduced
Nisa Investment Advisors, LLC10,948$238.0K0.00%00.0%Unchanged
Wellington Management Group LLP10,654$232.0K0.00%+10,654New
Deutsche Bank AG10,444$227.0K0.00%−3,312−24.1%Reduced
Tower Research Capital LLC (TRC)10,013$218.0K0.01%+5,658+129.9%Added
American International Group, Inc.9,773$213.0K0.00%+208+2.2%Added
Advisor Group Holdings, Inc.8,129$177.0K0.00%+7,967+4,917.9%Added
AlphaCentric Advisors LLC7,787$169.0K0.05%+7,787New
State of Alaska, Department of Revenue7,289$158.0K0.00%+953+15.0%Added
Citigroup Inc7,054$153.0K0.00%−185−2.6%Reduced
MetLife Investment Management6,818$148.3K0.00%+6,818New
Public Employees Retirement Association of Colorado6,670$145.0K0.00%00.0%Unchanged
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.6,572$143.0K0.00%+453+7.4%Added
Metropolitan Life Insurance Co6,108$132.8K0.00%+4,442+266.6%Added
Macquarie Group Ltd5,738$125.0K0.00%00.0%Unchanged
UBS Group AG5,496$119.0K0.00%−3,481−38.8%Reduced
BNP Paribas Arbitrage, SA3,386$73.6K0.00%−4,316−56.0%Reduced
Daiwa Securities Group Inc.3,141$68.0K0.00%00.0%Unchanged
First Quadrant L P1,635$36.0K0.00%+1,271+349.2%Added
Ameritas Investment Partners, Inc.1,452$32.0K0.00%00.0%Unchanged
Legal & General Group Plc1,425$31.0K0.00%+116+8.9%Added
Royal Bank of Canada1,196$26.0K0.00%−125−9.5%Reduced
Point72 Hong Kong Ltd741$16.0K0.00%+341+85.3%Added
Federated Hermes, Inc.598$13.0K0.00%+598New
Quantbot Technologies LP600$13.0K0.00%+600New
Panagora Asset Management Inc487$11.0K0.00%+401+466.3%Added
Wells Fargo & Company467$10.0K0.00%−5,441−92.1%Reduced
American Portfolios Advisors438$9.53K0.00%+200+84.0%Added
The PNC Financial Services Group, Inc.226$5.00K0.00%00.0%Unchanged
O'Shaughnessy Asset Management, LLC211$5.00K0.00%00.0%Unchanged