Generation Income Properties Ownership 2024 | Who Owns Generation Income Properties Now?


OverviewForecastRevenueFinancialsChartTranscripts

Institutional Ownership

1.68%

Insider Ownership

19.35%

Retail Ownership

78.97%

Institutional Holders

7.00

Generation Income Properties Institutional Shareholders


Institutional Shareholders by % of Total Shares

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
VANGUARD GROUP INC1.68%-73,862--302,096Jun 30, 2024
WEALTH ADVISORS OF TAMPA BAY, LLC1.14%0.10%50,000--204,500Jun 30, 2024
GEODE CAPITAL MANAGEMENT, LLC0.99%-43,3781,1742.78%176,594Jun 30, 2024
RENAISSANCE TECHNOLOGIES LLC0.65%0.00%28,60028,600100.00%116,974Jun 30, 2024
BLACKROCK INC.0.46%-20,376-1,254-5.80%83,338Jun 30, 2024
ADVISOR GROUP HOLDINGS, INC.0.23%0.00%10,16410,164100.00%41,572Jun 30, 2024
TOWER RESEARCH CAPITAL LLC (TRC)0.06%0.00%2,466-224-8.33%10,086Jun 30, 2024
MORGAN STANLEY0.05%-2,3731,09785.97%9,709Jun 30, 2024
NISA INVESTMENT ADVISORS, LLC0.02%-767--3,122Jun 30, 2024
PARALLEL ADVISORS, LLC0.02%0.00%678518.13%2,772Jun 30, 2024
SPIRE WEALTH MANAGEMENT0.01%-300--1,227Jun 30, 2024
WELLS FARGO & COMPANY/MN0.00%-177-32-15.31%723Jun 30, 2024
BANK OF AMERICA CORP /DE/0.00%-3434100.00%139Jun 30, 2024
FMR LLC0.00%-2222100.00%90Jun 30, 2024
IRON HORSE WEALTH MANAGEMENT, LLC0.00%-12--49Jun 30, 2024
GRADIENT INVESTMENTS LLC0.00%-4--16Jun 30, 2024
QUBE RESEARCH & TECHNOLOGIES LTD0.00%-4-149-97.39%16Jun 30, 2024
STIFEL FINANCIAL CORP----16,000-100.00%-Jun 30, 2024
BARD ASSOCIATES INC----28,269-100.00%-Jun 30, 2024
UBS GROUP AG----1,054-100.00%-Jun 30, 2024

Generation Income Properties's largest institutional shareholder is VANGUARD GROUP INC, holding 1.68% of the company's total share outstanding, currently valued at $302.10K. The top 10 institutional shareholders own together 5.30% of the company.

Institutional Shareholders by % of Total Assets

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
WEALTH ADVISORS OF TAMPA BAY, LLC1.14%0.10%50,000--204,500Jun 30, 2024
RENAISSANCE TECHNOLOGIES LLC0.65%0.00%28,60028,600100.00%116,974Jun 30, 2024
TOWER RESEARCH CAPITAL LLC (TRC)0.06%0.00%2,466-224-8.33%10,086Jun 30, 2024
ADVISOR GROUP HOLDINGS, INC.0.23%0.00%10,16410,164100.00%41,572Jun 30, 2024
PARALLEL ADVISORS, LLC0.02%0.00%678518.13%2,772Jun 30, 2024
SPIRE WEALTH MANAGEMENT0.01%-300--1,227Jun 30, 2024
NISA INVESTMENT ADVISORS, LLC0.02%-767--3,122Jun 30, 2024
IRON HORSE WEALTH MANAGEMENT, LLC0.00%-12--49Jun 30, 2024
GEODE CAPITAL MANAGEMENT, LLC0.99%-43,3781,1742.78%176,594Jun 30, 2024
VANGUARD GROUP INC1.68%-73,862--302,096Jun 30, 2024
BLACKROCK INC.0.46%-20,376-1,254-5.80%83,338Jun 30, 2024
MORGAN STANLEY0.05%-2,3731,09785.97%9,709Jun 30, 2024
GRADIENT INVESTMENTS LLC0.00%-4--16Jun 30, 2024
WELLS FARGO & COMPANY/MN0.00%-177-32-15.31%723Jun 30, 2024
QUBE RESEARCH & TECHNOLOGIES LTD0.00%-4-149-97.39%16Jun 30, 2024
BANK OF AMERICA CORP /DE/0.00%-3434100.00%139Jun 30, 2024
FMR LLC0.00%-2222100.00%90Jun 30, 2024
STIFEL FINANCIAL CORP----16,000-100.00%-Jun 30, 2024
BARD ASSOCIATES INC----28,269-100.00%-Jun 30, 2024
UBS GROUP AG----1,054-100.00%-Jun 30, 2024

The largest Generation Income Properties shareholder by % of total assets is WEALTH ADVISORS OF TAMPA BAY, LLC. The company owns 50.00K shares of Generation Income Properties (GIPR), representing 0.10% of its total assets.

Institutional Buyers

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
RENAISSANCE TECHNOLOGIES LLC0.65%0.00%28,60028,600100.00%116,974Jun 30, 2024
ADVISOR GROUP HOLDINGS, INC.0.23%0.00%10,16410,164100.00%41,572Jun 30, 2024
GEODE CAPITAL MANAGEMENT, LLC0.99%-43,3781,1742.78%176,594Jun 30, 2024
MORGAN STANLEY0.05%-2,3731,09785.97%9,709Jun 30, 2024
PARALLEL ADVISORS, LLC0.02%0.00%678518.13%2,772Jun 30, 2024
BANK OF AMERICA CORP /DE/0.00%-3434100.00%139Jun 30, 2024
FMR LLC0.00%-2222100.00%90Jun 30, 2024
GRADIENT INVESTMENTS LLC0.00%-4--16Jun 30, 2024
VANGUARD GROUP INC1.68%-73,862--302,096Jun 30, 2024
IRON HORSE WEALTH MANAGEMENT, LLC0.00%-12--49Jun 30, 2024
NISA INVESTMENT ADVISORS, LLC0.02%-767--3,122Jun 30, 2024
SPIRE WEALTH MANAGEMENT0.01%-300--1,227Jun 30, 2024
WEALTH ADVISORS OF TAMPA BAY, LLC1.14%0.10%50,000--204,500Jun 30, 2024
WELLS FARGO & COMPANY/MN0.00%-177-32-15.31%723Jun 30, 2024
QUBE RESEARCH & TECHNOLOGIES LTD0.00%-4-149-97.39%16Jun 30, 2024
TOWER RESEARCH CAPITAL LLC (TRC)0.06%0.00%2,466-224-8.33%10,086Jun 30, 2024
UBS GROUP AG----1,054-100.00%-Jun 30, 2024
BLACKROCK INC.0.46%-20,376-1,254-5.80%83,338Jun 30, 2024
STIFEL FINANCIAL CORP----16,000-100.00%-Jun 30, 2024
BARD ASSOCIATES INC----28,269-100.00%-Jun 30, 2024

As of Jun 30 2024, Generation Income Properties's largest institutional buyer is RENAISSANCE TECHNOLOGIES LLC. The company purchased 28.60K stocks of GIPR, valued at $116.97K.

Institutional Sellers

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
BARD ASSOCIATES INC----28,269-100.00%-Jun 30, 2024
STIFEL FINANCIAL CORP----16,000-100.00%-Jun 30, 2024
BLACKROCK INC.0.46%-20,376-1,254-5.80%83,338Jun 30, 2024
UBS GROUP AG----1,054-100.00%-Jun 30, 2024
TOWER RESEARCH CAPITAL LLC (TRC)0.06%0.00%2,466-224-8.33%10,086Jun 30, 2024
QUBE RESEARCH & TECHNOLOGIES LTD0.00%-4-149-97.39%16Jun 30, 2024
WELLS FARGO & COMPANY/MN0.00%-177-32-15.31%723Jun 30, 2024
WEALTH ADVISORS OF TAMPA BAY, LLC1.14%0.10%50,000--204,500Jun 30, 2024
SPIRE WEALTH MANAGEMENT0.01%-300--1,227Jun 30, 2024
NISA INVESTMENT ADVISORS, LLC0.02%-767--3,122Jun 30, 2024
IRON HORSE WEALTH MANAGEMENT, LLC0.00%-12--49Jun 30, 2024
VANGUARD GROUP INC1.68%-73,862--302,096Jun 30, 2024
GRADIENT INVESTMENTS LLC0.00%-4--16Jun 30, 2024
FMR LLC0.00%-2222100.00%90Jun 30, 2024
BANK OF AMERICA CORP /DE/0.00%-3434100.00%139Jun 30, 2024
PARALLEL ADVISORS, LLC0.02%0.00%678518.13%2,772Jun 30, 2024
MORGAN STANLEY0.05%-2,3731,09785.97%9,709Jun 30, 2024
GEODE CAPITAL MANAGEMENT, LLC0.99%-43,3781,1742.78%176,594Jun 30, 2024
ADVISOR GROUP HOLDINGS, INC.0.23%0.00%10,16410,164100.00%41,572Jun 30, 2024
RENAISSANCE TECHNOLOGIES LLC0.65%0.00%28,60028,600100.00%116,974Jun 30, 2024

As of Jun 30 2024, Generation Income Properties's biggest institutional seller is BARD ASSOCIATES INC. The company sold -28.27K shares of GIPR, valued at -.

Institutional New positions

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
ADVISOR GROUP HOLDINGS, INC.0.23%0.00%10,16410,164100.00%41,572Jun 30, 2024
BANK OF AMERICA CORP /DE/0.00%-3434100.00%139Jun 30, 2024
FMR LLC0.00%-2222100.00%90Jun 30, 2024

Generation Income Properties's largest new institutional shareholder by number of shares is ADVISOR GROUP HOLDINGS, INC., purchased 10.16K shares, valued at $41.57K, as of undefined.

Institutional Sold Out

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
BARD ASSOCIATES INC----28,269-100.00%-Jun 30, 2024
STIFEL FINANCIAL CORP----16,000-100.00%-Jun 30, 2024
UBS GROUP AG----1,054-100.00%-Jun 30, 2024

Generation Income Properties's largest sold out institutional shareholder by shares sold is BARD ASSOCIATES INC, sold -28.27K shares, valued at -, as of undefined.

Generation Income Properties Mutual Fund Holders


Name% Total AssetsTotal SharesChange AmountChange %Date
PERRITT FUNDS INC0.03%3,0803,080-Jan 31, 2024
FIDELITY CONCORD STREET TRUST0.00%40,31929,930288.09%Feb 29, 2024
VANGUARD INDEX FUNDS0.00%73,862-28,144-27.59%Mar 31, 2024
SCHWAB CAPITAL TRUST0.00%894894-Jan 31, 2024
DFA INVESTMENT DIMENSIONS GROUP INC0.00%1,2471,247-Jan 31, 2024
Dimensional ETF Trust0.00%450450-Jan 31, 2024
USAA MUTUAL FUNDS TRUST0.00%231231-Jan 31, 2024

Generation Income Properties's largest mutual fund holder by % of total assets is "PERRITT FUNDS INC", owning 3.08K shares, compromising 0.03% of its total assets.

Generation Income Properties Institutional Ownership Trends


Institutional Holdings Trend

DateHoldingsChange %
30 Jun, 247-56.25%
31 Mar, 241633.33%
31 Dec, 231220.00%
30 Sep, 231025.00%
30 Jun, 238-27.27%
31 Mar, 231110.00%
31 Dec, 221025.00%
30 Sep, 22860.00%
30 Jun, 225-
31 Mar, 22525.00%
31 Dec, 214-

As of 30 Jun 24, 7 institutions are holding Generation Income Properties's shares, representing a decrease of -56.25% compared to the previous quarter.

Shares Outstanding Trend

DateShares OutstandingChange %
30 Jun, 2473,739-69.15%
31 Mar, 24239,05749.19%
31 Dec, 23160,233-1.69%
30 Sep, 23162,98953.84%
30 Jun, 23105,949-8.80%
31 Mar, 23116,1739.46%
31 Dec, 22106,1326.12%
30 Sep, 22100,008-47.16%
30 Jun, 22189,272186.65%
31 Mar, 2266,028-20.42%
31 Dec, 2182,967-

Generation Income Properties (GIPR) has 73.74K shares outstanding as of 30 Jun 24, down -69.15% compared to the previous quarter.

Institutional Ownership Trend

DateOwnership %Change %
30 Jun, 241.68%1.87%
31 Mar, 249.48%25.32%
31 Dec, 236.12%15.76%
30 Sep, 236.23%35.86%
30 Jun, 234.17%19.95%
31 Mar, 234.57%21.71%
31 Dec, 224.59%24.37%
30 Sep, 224.34%6.16%
30 Jun, 228.39%92.83%
31 Mar, 223.01%21.06%
31 Dec, 213.78%-

As of 30 Jun 24, Generation Income Properties is held by 1.68% institutional shareholders, representing a 1.87% growth compared to 31 Mar 24.

Institutional Increased Positions Trend

DateIncreased PositionsChange %
30 Jun, 243-76.92%
31 Mar, 241362.50%
31 Dec, 23860.00%
30 Sep, 235-
30 Jun, 235-16.67%
31 Mar, 236-14.29%
31 Dec, 22775.00%
30 Sep, 224-
30 Jun, 224100.00%
31 Mar, 222-50.00%
31 Dec, 214-

3 institutional shareholders have increased their position in GIPR stock as of 30 Jun 24 compared to 13 in the previous quarter (a -76.92% decrease).

Institutional Reduced Positions Trend

DateReduced PositionsChange %
30 Jun, 24--100.00%
31 Mar, 241-50.00%
31 Dec, 232-33.33%
30 Sep, 233-
30 Jun, 23--100.00%
31 Mar, 232-
31 Dec, 22--100.00%
30 Sep, 223200.00%
30 Jun, 221-50.00%
31 Mar, 222-
31 Dec, 21--

- institutional shareholders have reduced their position in GIPR stock as of 30 Jun 24 compared to 1 in the previous quarter (a -100.00% decrease).

All Institutional Ownership Trend Data

DateHoldingsChange %Shares OutstandingChange %Ownership %Change %Increased PositionsChange %Reduced PositionsChange %
30 Jun, 247-56.25%73,739-69.15%1.68%1.87%3-76.92%--100.00%
31 Mar, 241633.33%239,05749.19%9.48%25.32%1362.50%1-50.00%
31 Dec, 231220.00%160,233-1.69%6.12%15.76%860.00%2-33.33%
30 Sep, 231025.00%162,98953.84%6.23%35.86%5-3-
30 Jun, 238-27.27%105,949-8.80%4.17%19.95%5-16.67%--100.00%
31 Mar, 231110.00%116,1739.46%4.57%21.71%6-14.29%2-
31 Dec, 221025.00%106,1326.12%4.59%24.37%775.00%--100.00%
30 Sep, 22860.00%100,008-47.16%4.34%6.16%4-3200.00%
30 Jun, 225-189,272186.65%8.39%92.83%4100.00%1-50.00%
31 Mar, 22525.00%66,028-20.42%3.01%21.06%2-50.00%2-
31 Dec, 214-82,967-3.78%-4---

Generation Income Properties Insider Shareholders Trades


Open Market Insider Trades

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Dec 20, 2023Quilty Patrickdirector-P-PurchaseBuy500$3.96$1.98K23,446
Nov 16, 2023Sobelman Daviddirector, officer Chairman, President, CEOP-PurchaseBuy2,000$4.19$8.38K153,797
Feb 03, 2023Sobelman Daviddirector, officer Chairman, President, CEOP-PurchaseBuy1,400$4.85$6.79K132,431
Feb 03, 2023Sobelman Daviddirector, officer Chairman, President, CEOP-PurchaseBuy100$4.79$478.70131,031
Dec 14, 2022Sobelman Davidofficer Chairman, President, CEOP-PurchaseBuy10,000$4.99$49.90K130,931
May 20, 2022Sobelman Davidofficer Chairman, President, CEOP-PurchaseBuy750$6.74$5.05K120,931

Open Market Insider Buys

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Dec 20, 2023Quilty Patrickdirector-P-PurchaseBuy500$3.96$1.98K23,446
Nov 16, 2023Sobelman Daviddirector, officer Chairman, President, CEOP-PurchaseBuy2,000$4.19$8.38K153,797
Feb 03, 2023Sobelman Daviddirector, officer Chairman, President, CEOP-PurchaseBuy1,400$4.85$6.79K132,431
Feb 03, 2023Sobelman Daviddirector, officer Chairman, President, CEOP-PurchaseBuy100$4.79$478.70131,031
Dec 14, 2022Sobelman Davidofficer Chairman, President, CEOP-PurchaseBuy10,000$4.99$49.90K130,931
May 20, 2022Sobelman Davidofficer Chairman, President, CEOP-PurchaseBuy750$6.74$5.05K120,931

Insider Sells

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource

All Insider Owners Trades

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Jun 18, 2024Quilty Patrickdirector-A-AwardBuy12,255--35,201
Jun 18, 2024Peck Betsydirector-A-AwardBuy12,255--43,201
Jun 18, 2024Eisenberg Stuartdirector-A-AwardBuy12,255--36,201
Jun 18, 2024Cheng Genadirector-A-AwardBuy12,255--28,201
Jun 18, 2024Adams Benjamindirector-A-AwardBuy12,255--33,226
Dec 20, 2023Quilty Patrickdirector-P-PurchaseBuy500$3.96$1.98K23,446
Nov 27, 2023Cook Cerontie LeVar-Buy----
Nov 16, 2023Sobelman Daviddirector, officer Chairman, President, CEOP-PurchaseBuy2,000$4.19$8.38K153,797
Mar 03, 2023Adams Benjamindirector-A-AwardBuy8,803--20,971
Mar 03, 2023Peck Betsydirector-A-AwardBuy8,803--30,946
Mar 03, 2023Cheng Genadirector-A-AwardBuy8,803--15,946
Mar 03, 2023Davies Allisonofficer CFO & TreasurerA-AwardBuy19,366--19,366
Mar 03, 2023Davies Allisonofficer-Buy----
Mar 03, 2023Quilty Patrickdirector-A-AwardBuy8,803--22,946
Mar 03, 2023Eisenberg Stuartdirector-A-AwardBuy8,803--23,946
Mar 03, 2023Sobelman Daviddirector, officer Chairman, President, CEOA-AwardBuy19,366--151,797
Feb 03, 2023Sobelman Daviddirector, officer Chairman, President, CEOP-PurchaseBuy1,400$4.85$6.79K132,431
Feb 03, 2023Sobelman Daviddirector, officer Chairman, President, CEOP-PurchaseBuy100$4.79$478.70131,031
Dec 14, 2022Sobelman Davidofficer Chairman, President, CEOP-PurchaseBuy10,000$4.99$49.90K130,931
May 20, 2022Sobelman Davidofficer Chairman, President, CEOP-PurchaseBuy750$6.74$5.05K120,931

The last insider buy of GIPR was made by Quilty Patrick on Dec 20 2023, buying 500 shares at $3.96 per share (worth $1.98K).

Generation Income Properties Insider Ownership Trends


All Insider Trades Trend

DateBuySellBuy/Sell Ratio
Q4 20232--
Q1 20239--
Q4 20221--
Q2 20221--
Q1 20221--

2 total buy trades, and 0 total sell trades (buy/sell ratio of 0%) were made by Generation Income Properties's insiders, as of Q4 2023.

Open Market Insider Trades Trend

DateBuySellBuy/Sell Ratio
Q4 20232--
Q1 20232--
Q4 20221--
Q2 20221--
Q1 2022---

As of Q4 2023, Insider owners conducted 2 open market buy trades and 0 open market sell trades of Generation Income Properties's stocks.

Generation Income Properties Peer Ownership


TickerCompany
MDVModiv Inc.
OLPOne Liberty Properties, Inc.
AHHArmada Hoffler Properties, Inc.
SQFTPresidio Property Trust, Inc.

GIPR Ownership FAQ


Generation Income Properties is owned by institutional shareholders (1.68%), insiders (19.35%), and public (78.97%). The largest institutional shareholder of Generation Income Properties is VANGUARD GROUP INC (1.68% of total shares) and the top mutual fund owner is PERRITT FUNDS INC (0.03% of total shares).

Generation Income Properties's major institutional shareholders are VANGUARD GROUP INC, WEALTH ADVISORS OF TAMPA BAY, LLC, GEODE CAPITAL MANAGEMENT, LLC, RENAISSANCE TECHNOLOGIES LLC, and BLACKROCK INC.. The top five shareholders own together 4.92% of the company's share outstanding.

As of Jun 2024, there are 7 institutional shareholders of Generation Income Properties.

VANGUARD GROUP INC owns 73.86K shares of Generation Income Properties, representing 1.68% of the company's total shares outstanding, valued at $302.1K (as of Jun 2024).

As of Jun 2024, WEALTH ADVISORS OF TAMPA BAY, LLC holds 50K shares of Generation Income Properties (GIPR), compromising 1.14% of the company, valued at $204.5K.

GEODE CAPITAL MANAGEMENT, LLC is the third largest holder of Generation Income Properties. The company owns 43.38K of the company's shares outstanding (worth $176.59K).