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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, Q1 2022

Institutional positions in Retail Value Inc. as of Mar 31, 2022. 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

RVIC is no longer listed, and 13F filings after Q4 2021 list far fewer holders. See Q4 2021

Institutional holders
98
−6 vs. Q4 2021
Shares held
15.5M
+1.80M (+13.1%) vs. Q4 2021
Total value
$47.5M
−$40.5M (−46.0%) vs. Q4 2021
New holders
14
22 more added
Sold out
20
34 more reduced

Compare with Q4 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 holdersQ1 2022: 98 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 heldQ1 2022: $47.5M
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, Q1 2022

Shares, value and share of portfolio for each institution holding Retail Value Inc.; share changes are against Q4 2021.

Institutions holding RVIC in Q1 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Silver Point Capital L.P.2,076,417$6.35M0.32%+94,100+4.7%Added
BlackRock Inc.1,761,898$5.39M0.00%+55,091+3.2%Added
Goldman Sachs Group Inc1,656,793$5.07M0.00%+157,910+10.5%Added
Ursa Fund Management, LLC1,399,599$4.28M3.45%+1,063,696+316.7%Added
Vanguard Group Inc919,779$2.81M0.00%−66,461−6.7%Reduced
FourWorld Capital Management LLC907,221$2.78M1.72%+907,221New
Morgan Stanley842,758$2.58M0.00%+390,601+86.4%Added
Healthcare of Ontario Pension Plan Trust Fund762,700$2.33M0.01%+715,700+1,522.8%Added
Boothbay Fund Management, LLC521,921$1.60M0.05%+90,411+21.0%Added
State Street Corp352,564$1.08M0.00%−141,756−28.7%Reduced
FMR LLC298,386$913.0K0.00%−2,172−0.7%Reduced
Geode Capital Management, LLC298,000$911.0K0.00%−11,166−3.6%Reduced
Two Sigma Investments, LP276,144$845.0K0.00%−41,129−13.0%Reduced
Two Sigma Advisers, LP257,543$788.0K0.00%−7,600−2.9%Reduced
Arrowstreet Capital, Limited Partnership236,248$723.0K0.00%−279,902−54.2%Reduced
Dimensional Fund Advisors LP204,411$625.0K0.00%−62,107−23.3%Reduced
Bank of New York Mellon Corp187,415$573.0K0.00%−2,867−1.5%Reduced
Acadian Asset Management LLC177,325$542.0K0.00%+132,563+296.2%Added
O'Shaughnessy Asset Management, LLC157,230$481.0K0.01%+157,230New
Northern Trust Corp155,515$476.0K0.00%−11,052−6.6%Reduced
Invesco Ltd.145,628$446.0K0.00%+102,376+236.7%Added
Man Group plc136,016$416.0K0.00%+400+0.3%Added
Millennium Management LLC130,701$400.0K0.00%−75,444−36.6%Reduced
Corbin Capital Partners, L.P.124,626$381.0K0.07%−290,800−70.0%Reduced
Charles Schwab Investment Management Inc109,197$335.0K0.00%−106,833−49.5%Reduced
Nuveen Asset Management, LLC104,670$333.0K0.00%+35,777+51.9%Added
LSV Asset Management92,589$283.0K0.00%00.0%Unchanged
Allspring Global Investments Holdings, LLC73,584$225.0K0.00%+66,153+890.2%Added
Price T Rowe Associates Inc69,838$214.0K0.00%+29,600+73.6%Added
Camelot Portfolios, LLC68,000$208.0K0.10%+68,000New
AQR Capital Management LLC61,835$189.0K0.00%+26,394+74.5%Added
Ritholtz Wealth Management61,826$189.0K0.01%+61,826New
Tudor Investment Corp Et Al51,570$158.0K0.00%00.0%Unchanged
Prelude Capital Management, LLC50,000$153.0K0.01%+50,000New
Russell Investments Group, Ltd.49,885$152.0K0.00%−16,190−24.5%Reduced
Canada Pension Plan Investment Board48,000$147.0K0.00%−51,000−51.5%Reduced
Principal Financial Group Inc46,597$143.0K0.00%+22,457+93.0%Added
Cambria Investment Management, L.P.46,500$142.0K0.02%+9,300+25.0%Added
Voya Investment Management LLC45,909$140.0K0.00%+16,629+56.8%Added
JPMorgan Chase & Co45,241$138.0K0.00%+8,156+22.0%Added
Gabelli Funds LLC41,788$128.0K0.00%+41,788New
Gsa Capital Partners LLP34,577$106.0K0.01%−1,403−3.9%Reduced
Asset Management One Co.,Ltd.31,178$95.0K0.00%+368+1.2%Added
Gabelli & Co Investment Advisers, Inc.30,550$93.0K0.01%+30,550New
Algert Global LLC25,940$79.0K0.01%00.0%Unchanged
Sumitomo Mitsui Trust Holdings, Inc.24,698$76.0K0.00%00.0%Unchanged
Stokes Family Office, LLC24,767$76.0K0.01%+24,767New
Jane Street Group, LLC22,976$71.0K0.00%−33,030−59.0%Reduced
State of Wyoming20,426$63.0K0.03%+15,124+285.3%Added
Rhumbline Advisers20,212$62.0K0.00%−2,088−9.4%Reduced
Mackenzie Financial Corp19,133$59.0K0.00%+7,600+65.9%Added
State of Wisconsin Investment Board16,400$50.0K0.00%−25,600−61.0%Reduced
New York State Common Retirement Fund13,969$43.0K0.00%00.0%Unchanged
BNP Paribas Arbitrage, SA13,687$41.9K0.00%−2,754−16.8%Reduced
Nomura Asset Management Co Ltd13,615$41.7K0.00%00.0%Unchanged
Dynamic Technology Lab Private Ltd12,679$38.0K0.00%−4,278−25.2%Reduced
State Board of Administration of Florida Retirement System12,301$38.0K0.00%00.0%Unchanged
First Quadrant L P11,184$34.0K0.19%+11,184New
Wells Fargo & Company10,863$33.0K0.00%−5,305−32.8%Reduced
Deutsche Bank AG9,468$29.0K0.00%−1,118−10.6%Reduced
Nisa Investment Advisors, LLC8,800$27.0K0.00%−9,800−52.7%Reduced
American International Group, Inc.8,659$26.0K0.00%−610−6.6%Reduced
California State Teachers Retirement System7,078$22.0K0.00%−2,356−25.0%Reduced
Daiwa Securities Group Inc.7,268$22.0K0.00%+2,261+45.2%Added
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.6,162$19.0K0.00%00.0%Unchanged
Globeflex Capital L P6,020$18.0K0.00%00.0%Unchanged
Macquarie Group Ltd5,738$18.0K0.00%00.0%Unchanged
Tower Research Capital LLC (TRC)5,449$17.0K0.00%−15,084−73.5%Reduced
UBS Group AG5,385$16.0K0.00%−1,227−18.6%Reduced
Covestor Ltd4,300$13.0K0.01%+4,300New
STRS Ohio4,000$12.0K0.00%00.0%Unchanged
Citigroup Inc3,013$9.00K0.00%−3,424−53.2%Reduced
Bank of America Corp2,156$7.00K0.00%−6,608−75.4%Reduced
Amalgamated Bank2,100$6.00K0.00%+2,100New
Amalgamated Financial Corp.2,100$6.00K0.00%+2,100New
Legal & General Group Plc1,425$4.00K0.00%00.0%Unchanged
Ameritas Investment Partners, Inc.1,452$4.00K0.00%00.0%Unchanged
Metropolitan Life Insurance Co1,015$3.11K0.00%−126−11.0%Reduced
Royal Bank of Canada1,072$3.00K0.00%−2,785−72.2%Reduced
Advisor Group Holdings, Inc.525$2.00K0.00%−32,227−98.4%Reduced
Quantbot Technologies LP900$2.00K0.00%00.0%Unchanged
Lazard Asset Management LLC742$2.00K0.00%00.0%Unchanged
Segantii Capital Management Ltd644$2.00K0.00%+644New
Capital Advisors, Ltd. LLC173$1.00K0.00%+173New
American Portfolios Advisors187$5720.00%00.0%Unchanged
Pensionfund Sabic108$00.00%00.0%Unchanged
Proequities, Inc.24$00.00%−5−17.2%Reduced
National Bank of Canada59$00.00%00.0%Unchanged
Toronto Dominion Bank2$00.00%00.0%Unchanged
AdvisorNet Financial, Inc1$00.00%00.0%Unchanged
CWM, LLC23$00.00%00.0%Unchanged
Allworth Financial LP10$00.00%00.0%Unchanged
JJJ Advisors Inc.1$00.00%00.0%Unchanged
Carmichael Hill & Associates, Inc.63$00.00%00.0%Unchanged
Sound Income Strategies, LLC8$00.00%00.0%Unchanged
Johnson Midwest Financial, LLC1$00.00%00.0%Unchanged
Private Capital Group, LLC25$00.00%00.0%Unchanged
Center for Financial Planning, Inc.12$00.00%00.0%Unchanged
Glassman Wealth Services0$00.00%−63−100.0%Sold out
Wellington Management Group LLP0$00.00%−638,130−100.0%Sold out