Generation Income Properties Ownership | Who Owns Generation Income Properties?
Generation Income Properties Ownership Summary
Generation Income Properties is owned by 5.84% institutional investors, 18.27% insiders, and 75.90% retail investors. Vanguard group is the largest institutional shareholder, holding 1.68% of GIPR shares. Vanguard Institutional Extnd Mkt Idx Tr is the top mutual fund, with 1.36% of its assets in Generation Income Properties shares.
GIPR Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Generation Income Properties | 5.84% | 18.27% | 75.90% |
| Sector | Real Estate Stocks | 64.18% | 7.35% | 28.47% |
| Industry | Diversified REIT Stocks | 58.58% | 4.95% | 36.47% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Vanguard group | 73.86K | 1.68% | $302.10K |
| Wealth advisors of tampa bay | 50.00K | 1.14% | $204.50K |
| Geode capital management | 43.38K | 0.99% | $176.59K |
| Renaissance | 28.60K | 0.65% | $116.97K |
| Citadel advisors | 23.05K | 0.53% | $93.82K |
| Blackrock | 20.38K | 0.46% | $83.34K |
| Advisor group | 10.16K | 0.23% | $41.57K |
| Tower research capital llc (trc) | 2.47K | 0.06% | $10.09K |
| Morgan stanley | 2.37K | 0.05% | $9.71K |
| Nisa investment advisors | 767.00 | 0.02% | $3.12K |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Wealth advisors of tampa bay | 50.00K | 0.10% | $204.50K |
| Tower research capital llc (trc) | 2.47K | 0.00% | $10.09K |
| Renaissance | 28.60K | 0.00% | $116.97K |
| Advisor group | 10.16K | 0.00% | $41.57K |
| Parallel advisors | 678.00 | 0.00% | $2.77K |
| Blackrock | 20.38K | - | $83.34K |
| Bard associates | - | - | - |
| Bank of america corp /de/ | 34.00 | - | $139.00 |
| Iron horse wealth management | 12.00 | - | $49.00 |
| Spire wealth management | 300.00 | - | $1.23K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Renaissance | 28.60K | 0.00% | 28.60K |
| Citadel advisors | 23.05K | - | 23.05K |
| Advisor group | 10.16K | 0.00% | 10.16K |
| Geode capital management | 43.38K | - | 1.17K |
| Morgan stanley | 2.37K | - | 1.10K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Bard associates | - | - | -28.27K |
| Stifel financial | - | - | -16.00K |
| Blackrock | 20.38K | - | -1.25K |
| Ubs group | - | - | -1.05K |
| Tower research capital llc (trc) | 2.47K | 0.00% | -224.00 |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Citadel advisors | 23.05K | - | 23.05K | $93.82K |
| Advisor group | 10.16K | 0.00% | 10.16K | $41.57K |
| Bank of america corp /de/ | 34.00 | - | 34.00 | $139.00 |
Sold Out
| Holder | Change |
|---|---|
| Gradient investments | -4.00 |
| Qube research | -4.00 |
| Fmr | -22.00 |
| Ubs group | -1.05K |
| Stifel financial | -16.00K |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Jun 30, 2024 | 18 | 12.50% | 256,268 | 7.20% | 5 | 6.49% | 8 | -38.46% | 4 | 300.00% |
| Mar 31, 2024 | 16 | 33.33% | 239,057 | 49.19% | 9 | 25.32% | 13 | 62.50% | 1 | -50.00% |
| Dec 31, 2023 | 12 | 20.00% | 160,233 | -1.69% | 6 | 15.76% | 8 | 60.00% | 2 | -33.33% |
| Sep 30, 2023 | 10 | 25.00% | 162,989 | 53.84% | 6 | 35.86% | 5 | - | 3 | - |
| Jun 30, 2023 | 8 | -27.27% | 105,949 | -8.80% | 4 | 19.95% | 5 | -16.67% | - | -100.00% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Institutional Extnd Mkt Idx Tr | 73.86K | 1.36% | - |
| Fidelity Extended Market Index | 34.31K | 0.63% | 3.05K |
| Fidelity Series Total Market Index | 5.85K | 0.11% | - |
| Fidelity Total Market Index | 3.17K | 0.06% | - |
| Northern Trust Extended Eq Market Idx | 2.82K | 0.05% | - |
| NT Ext Equity Mkt Idx Fd - L | 2.82K | 0.05% | - |
| BlackRock Extended Equity Market K | 2.38K | 0.04% | -1.00 |
| NT Ext Equity Mkt Idx Fd - NL | 1.54K | 0.03% | - |
| State St US Extended Mkt Indx NL Cl C | 1.50K | 0.03% | - |
| DFA Real Estate Securities I | 1.25K | 0.02% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Dec 19, 2023 | Quilty Patrick | - | Buy | $1.98K |
| Nov 15, 2023 | Sobelman David | Chairman, President, CEO | Buy | $8.38K |
| Feb 02, 2023 | Sobelman David | Chairman, President, CEO | Buy | $6.79K |
| Feb 02, 2023 | Sobelman David | Chairman, President, CEO | Buy | $478.70 |
| Dec 13, 2022 | Sobelman David | Chairman, President, CEO | Buy | $49.90K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2023 Q4 | 2 | - |
| 2023 Q1 | 2 | - |
| 2022 Q4 | 1 | - |
| 2022 Q2 | 1 | - |
| 2022 Q1 | - | - |
GIPR Ownership FAQ
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