Generation Income Properties Ownership | Who Owns Generation Income Properties?


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Generation Income Properties Ownership Summary


Generation Income Properties is owned by 4.64% institutional investors, 18.27% insiders, and 77.10% 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


TypeName% Inst% Insiders% Retail
StockGeneration Income Properties4.64%18.27%77.10%
SectorReal Estate Stocks 66.62%8.14%25.24%
IndustryDiversified REIT Stocks61.62%5.21%33.17%

Institutional Shareholders


Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Vanguard group73.86K1.68%$302.10K
Wealth advisors of tampa bay50.00K1.14%$204.50K
Geode capital management43.38K0.99%$176.59K
Renaissance28.60K0.65%$116.97K
Citadel advisors23.05K0.53%$93.82K
Blackrock20.38K0.46%$83.34K
Advisor group10.16K0.23%$41.57K
Tower research capital llc (trc)2.47K0.06%$10.09K
Morgan stanley2.37K0.05%$9.71K
Nisa investment advisors767.000.02%$3.12K

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Wealth advisors of tampa bay50.00K0.10%$204.50K
Tower research capital llc (trc)2.47K0.00%$10.09K
Renaissance28.60K0.00%$116.97K
Advisor group10.16K0.00%$41.57K
Parallel advisors678.000.00%$2.77K
Blackrock20.38K-$83.34K
Bard associates---
Bank of america corp /de/34.00-$139.00
Iron horse wealth management12.00-$49.00
Spire wealth management300.00-$1.23K

Top Buyers

HolderShares% AssetsChange
Renaissance28.60K0.00%28.60K
Citadel advisors23.05K-23.05K
Advisor group10.16K0.00%10.16K
Geode capital management43.38K-1.17K
Morgan stanley2.37K-1.10K

Top Sellers

HolderShares% AssetsChange
Bard associates---28.27K
Stifel financial---16.00K
Blackrock20.38K--1.25K
Ubs group---1.05K
Tower research capital llc (trc)2.47K0.00%-224.00

New Positions

HolderShares% AssetsChangeValue
Citadel advisors23.05K-23.05K$93.82K
Advisor group10.16K0.00%10.16K$41.57K
Bank of america corp /de/34.00-34.00$139.00

Sold Out

HolderChange
Gradient investments-4.00
Qube research-4.00
Fmr-22.00
Ubs group-1.05K
Stifel financial-16.00K

Institutional Ownership Trends


DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Sep 30, 202416-11.11%251,981-1.67%413.61%7-12.50%3-25.00%
Jun 30, 20241812.50%256,2687.20%56.49%8-38.46%4300.00%
Mar 31, 20241633.33%239,05749.19%925.32%1362.50%1-50.00%
Dec 31, 20231220.00%160,233-1.69%615.76%860.00%2-33.33%
Sep 30, 20231025.00%162,98953.84%635.86%5-3-

Top Mutual Funds Shareholders


HolderShares% HoldingChange
Vanguard Institutional Extnd Mkt Idx Tr73.86K1.36%-
Fidelity Extended Market Index34.31K0.63%3.05K
Fidelity Series Total Market Index5.85K0.11%-
Fidelity Total Market Index3.17K0.06%-
Northern Trust Extended Eq Market Idx2.82K0.05%-
NT Ext Equity Mkt Idx Fd - L2.82K0.05%-
BlackRock Extended Equity Market K2.38K0.04%-1.00
NT Ext Equity Mkt Idx Fd - NL1.54K0.03%-
State St US Extended Mkt Indx NL Cl C1.50K0.03%-
DFA Real Estate Securities I1.25K0.02%-

Recent Insider Transactions


DateNameRoleActivityValue
Nov 20, 2024Sobelman David Chairman, President, CEOBuy$11.24K
Nov 20, 2024Sobelman David Chairman, President, CEOBuy$6.65K
Dec 19, 2023Quilty Patrick-Buy$1.98K
Nov 15, 2023Sobelman David Chairman, President, CEOBuy$8.38K
Feb 02, 2023Sobelman David Chairman, President, CEOBuy$478.70

Insider Transactions Trends


DateBuySell
2024 Q42-
2023 Q42-
2023 Q12-
2022 Q41-
2022 Q21-

GIPR Ownership FAQ


Who Owns Generation Income Properties?

Generation Income Properties shareholders are primarily institutional investors at 4.64%, followed by 18.27% insiders and 77.09% retail investors. The average institutional ownership in Generation Income Properties's industry, Diversified REIT Stocks, is 61.62%, which Generation Income Properties falls below.

Who owns the most shares of Generation Income Properties?

Generation Income Properties’s largest shareholders are Vanguard group (73.86K shares, 1.68%), Wealth advisors of tampa bay (50K shares, 1.14%), and Geode capital management (43.38K shares, 0.99%). Together, they hold 3.81% of Generation Income Properties’s total shares outstanding.

Does Blackrock own Generation Income Properties?

Yes, BlackRock owns 0.46% of Generation Income Properties, totaling 20.38K shares as of Jun 2024. This represents 0% of BlackRock's total assets, with a market value of 83.34K$. In the last quarter, BlackRock decreased its holdings by -1.254K shares, a -5.80% change.

Who is Generation Income Properties’s biggest shareholder by percentage of total assets invested?

Wealth advisors of tampa bay is Generation Income Properties’s biggest shareholder by percentage of total assets invested, with 0.10% of its assets in 50K Generation Income Properties shares, valued at 204.5K$.

Who is the top mutual fund holder of Generation Income Properties shares?

Vanguard Institutional Extnd Mkt Idx Tr is the top mutual fund holder of Generation Income Properties shares, with 1.36% of its total shares outstanding invested in 73.86K Generation Income Properties shares.

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