Generation Income Properties Ownership 2024 | Who Owns Generation Income Properties Now?
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 Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
VANGUARD GROUP INC | 1.68% | - | 73,862 | - | - | 302,096 | Jun 30, 2024 |
WEALTH ADVISORS OF TAMPA BAY, LLC | 1.14% | 0.10% | 50,000 | - | - | 204,500 | Jun 30, 2024 |
GEODE CAPITAL MANAGEMENT, LLC | 0.99% | - | 43,378 | 1,174 | 2.78% | 176,594 | Jun 30, 2024 |
RENAISSANCE TECHNOLOGIES LLC | 0.65% | 0.00% | 28,600 | 28,600 | 100.00% | 116,974 | Jun 30, 2024 |
BLACKROCK INC. | 0.46% | - | 20,376 | -1,254 | -5.80% | 83,338 | Jun 30, 2024 |
ADVISOR GROUP HOLDINGS, INC. | 0.23% | 0.00% | 10,164 | 10,164 | 100.00% | 41,572 | Jun 30, 2024 |
TOWER RESEARCH CAPITAL LLC (TRC) | 0.06% | 0.00% | 2,466 | -224 | -8.33% | 10,086 | Jun 30, 2024 |
MORGAN STANLEY | 0.05% | - | 2,373 | 1,097 | 85.97% | 9,709 | Jun 30, 2024 |
NISA INVESTMENT ADVISORS, LLC | 0.02% | - | 767 | - | - | 3,122 | Jun 30, 2024 |
PARALLEL ADVISORS, LLC | 0.02% | 0.00% | 678 | 51 | 8.13% | 2,772 | Jun 30, 2024 |
SPIRE WEALTH MANAGEMENT | 0.01% | - | 300 | - | - | 1,227 | Jun 30, 2024 |
WELLS FARGO & COMPANY/MN | 0.00% | - | 177 | -32 | -15.31% | 723 | Jun 30, 2024 |
BANK OF AMERICA CORP /DE/ | 0.00% | - | 34 | 34 | 100.00% | 139 | Jun 30, 2024 |
FMR LLC | 0.00% | - | 22 | 22 | 100.00% | 90 | Jun 30, 2024 |
IRON HORSE WEALTH MANAGEMENT, LLC | 0.00% | - | 12 | - | - | 49 | Jun 30, 2024 |
GRADIENT INVESTMENTS LLC | 0.00% | - | 4 | - | - | 16 | Jun 30, 2024 |
QUBE RESEARCH & TECHNOLOGIES LTD | 0.00% | - | 4 | -149 | -97.39% | 16 | Jun 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 |
Institutional Shareholders by % of Total Assets
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
WEALTH ADVISORS OF TAMPA BAY, LLC | 1.14% | 0.10% | 50,000 | - | - | 204,500 | Jun 30, 2024 |
RENAISSANCE TECHNOLOGIES LLC | 0.65% | 0.00% | 28,600 | 28,600 | 100.00% | 116,974 | Jun 30, 2024 |
TOWER RESEARCH CAPITAL LLC (TRC) | 0.06% | 0.00% | 2,466 | -224 | -8.33% | 10,086 | Jun 30, 2024 |
ADVISOR GROUP HOLDINGS, INC. | 0.23% | 0.00% | 10,164 | 10,164 | 100.00% | 41,572 | Jun 30, 2024 |
PARALLEL ADVISORS, LLC | 0.02% | 0.00% | 678 | 51 | 8.13% | 2,772 | Jun 30, 2024 |
SPIRE WEALTH MANAGEMENT | 0.01% | - | 300 | - | - | 1,227 | Jun 30, 2024 |
NISA INVESTMENT ADVISORS, LLC | 0.02% | - | 767 | - | - | 3,122 | Jun 30, 2024 |
IRON HORSE WEALTH MANAGEMENT, LLC | 0.00% | - | 12 | - | - | 49 | Jun 30, 2024 |
GEODE CAPITAL MANAGEMENT, LLC | 0.99% | - | 43,378 | 1,174 | 2.78% | 176,594 | Jun 30, 2024 |
VANGUARD GROUP INC | 1.68% | - | 73,862 | - | - | 302,096 | Jun 30, 2024 |
BLACKROCK INC. | 0.46% | - | 20,376 | -1,254 | -5.80% | 83,338 | Jun 30, 2024 |
MORGAN STANLEY | 0.05% | - | 2,373 | 1,097 | 85.97% | 9,709 | Jun 30, 2024 |
GRADIENT INVESTMENTS LLC | 0.00% | - | 4 | - | - | 16 | Jun 30, 2024 |
WELLS FARGO & COMPANY/MN | 0.00% | - | 177 | -32 | -15.31% | 723 | Jun 30, 2024 |
QUBE RESEARCH & TECHNOLOGIES LTD | 0.00% | - | 4 | -149 | -97.39% | 16 | Jun 30, 2024 |
BANK OF AMERICA CORP /DE/ | 0.00% | - | 34 | 34 | 100.00% | 139 | Jun 30, 2024 |
FMR LLC | 0.00% | - | 22 | 22 | 100.00% | 90 | Jun 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 |
Institutional Buyers
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
RENAISSANCE TECHNOLOGIES LLC | 0.65% | 0.00% | 28,600 | 28,600 | 100.00% | 116,974 | Jun 30, 2024 |
ADVISOR GROUP HOLDINGS, INC. | 0.23% | 0.00% | 10,164 | 10,164 | 100.00% | 41,572 | Jun 30, 2024 |
GEODE CAPITAL MANAGEMENT, LLC | 0.99% | - | 43,378 | 1,174 | 2.78% | 176,594 | Jun 30, 2024 |
MORGAN STANLEY | 0.05% | - | 2,373 | 1,097 | 85.97% | 9,709 | Jun 30, 2024 |
PARALLEL ADVISORS, LLC | 0.02% | 0.00% | 678 | 51 | 8.13% | 2,772 | Jun 30, 2024 |
BANK OF AMERICA CORP /DE/ | 0.00% | - | 34 | 34 | 100.00% | 139 | Jun 30, 2024 |
FMR LLC | 0.00% | - | 22 | 22 | 100.00% | 90 | Jun 30, 2024 |
GRADIENT INVESTMENTS LLC | 0.00% | - | 4 | - | - | 16 | Jun 30, 2024 |
VANGUARD GROUP INC | 1.68% | - | 73,862 | - | - | 302,096 | Jun 30, 2024 |
IRON HORSE WEALTH MANAGEMENT, LLC | 0.00% | - | 12 | - | - | 49 | Jun 30, 2024 |
NISA INVESTMENT ADVISORS, LLC | 0.02% | - | 767 | - | - | 3,122 | Jun 30, 2024 |
SPIRE WEALTH MANAGEMENT | 0.01% | - | 300 | - | - | 1,227 | Jun 30, 2024 |
WEALTH ADVISORS OF TAMPA BAY, LLC | 1.14% | 0.10% | 50,000 | - | - | 204,500 | Jun 30, 2024 |
WELLS FARGO & COMPANY/MN | 0.00% | - | 177 | -32 | -15.31% | 723 | Jun 30, 2024 |
QUBE RESEARCH & TECHNOLOGIES LTD | 0.00% | - | 4 | -149 | -97.39% | 16 | Jun 30, 2024 |
TOWER RESEARCH CAPITAL LLC (TRC) | 0.06% | 0.00% | 2,466 | -224 | -8.33% | 10,086 | Jun 30, 2024 |
UBS GROUP AG | - | - | - | -1,054 | -100.00% | - | Jun 30, 2024 |
BLACKROCK INC. | 0.46% | - | 20,376 | -1,254 | -5.80% | 83,338 | Jun 30, 2024 |
STIFEL FINANCIAL CORP | - | - | - | -16,000 | -100.00% | - | Jun 30, 2024 |
BARD ASSOCIATES INC | - | - | - | -28,269 | -100.00% | - | Jun 30, 2024 |
Institutional Sellers
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
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% | 83,338 | Jun 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% | 10,086 | Jun 30, 2024 |
QUBE RESEARCH & TECHNOLOGIES LTD | 0.00% | - | 4 | -149 | -97.39% | 16 | Jun 30, 2024 |
WELLS FARGO & COMPANY/MN | 0.00% | - | 177 | -32 | -15.31% | 723 | Jun 30, 2024 |
WEALTH ADVISORS OF TAMPA BAY, LLC | 1.14% | 0.10% | 50,000 | - | - | 204,500 | Jun 30, 2024 |
SPIRE WEALTH MANAGEMENT | 0.01% | - | 300 | - | - | 1,227 | Jun 30, 2024 |
NISA INVESTMENT ADVISORS, LLC | 0.02% | - | 767 | - | - | 3,122 | Jun 30, 2024 |
IRON HORSE WEALTH MANAGEMENT, LLC | 0.00% | - | 12 | - | - | 49 | Jun 30, 2024 |
VANGUARD GROUP INC | 1.68% | - | 73,862 | - | - | 302,096 | Jun 30, 2024 |
GRADIENT INVESTMENTS LLC | 0.00% | - | 4 | - | - | 16 | Jun 30, 2024 |
FMR LLC | 0.00% | - | 22 | 22 | 100.00% | 90 | Jun 30, 2024 |
BANK OF AMERICA CORP /DE/ | 0.00% | - | 34 | 34 | 100.00% | 139 | Jun 30, 2024 |
PARALLEL ADVISORS, LLC | 0.02% | 0.00% | 678 | 51 | 8.13% | 2,772 | Jun 30, 2024 |
MORGAN STANLEY | 0.05% | - | 2,373 | 1,097 | 85.97% | 9,709 | Jun 30, 2024 |
GEODE CAPITAL MANAGEMENT, LLC | 0.99% | - | 43,378 | 1,174 | 2.78% | 176,594 | Jun 30, 2024 |
ADVISOR GROUP HOLDINGS, INC. | 0.23% | 0.00% | 10,164 | 10,164 | 100.00% | 41,572 | Jun 30, 2024 |
RENAISSANCE TECHNOLOGIES LLC | 0.65% | 0.00% | 28,600 | 28,600 | 100.00% | 116,974 | Jun 30, 2024 |
Institutional New positions
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
ADVISOR GROUP HOLDINGS, INC. | 0.23% | 0.00% | 10,164 | 10,164 | 100.00% | 41,572 | Jun 30, 2024 |
BANK OF AMERICA CORP /DE/ | 0.00% | - | 34 | 34 | 100.00% | 139 | Jun 30, 2024 |
FMR LLC | 0.00% | - | 22 | 22 | 100.00% | 90 | Jun 30, 2024 |
Institutional Sold Out
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
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 Mutual Fund Holders
Name | % Total Assets | Total Shares | Change Amount | Change % | Date |
---|---|---|---|---|---|
PERRITT FUNDS INC | 0.03% | 3,080 | 3,080 | - | Jan 31, 2024 |
FIDELITY CONCORD STREET TRUST | 0.00% | 40,319 | 29,930 | 288.09% | Feb 29, 2024 |
VANGUARD INDEX FUNDS | 0.00% | 73,862 | -28,144 | -27.59% | Mar 31, 2024 |
SCHWAB CAPITAL TRUST | 0.00% | 894 | 894 | - | Jan 31, 2024 |
DFA INVESTMENT DIMENSIONS GROUP INC | 0.00% | 1,247 | 1,247 | - | Jan 31, 2024 |
Dimensional ETF Trust | 0.00% | 450 | 450 | - | Jan 31, 2024 |
USAA MUTUAL FUNDS TRUST | 0.00% | 231 | 231 | - | Jan 31, 2024 |
Generation Income Properties Institutional Ownership Trends
Institutional Holdings Trend
Date | Holdings | Change % |
---|---|---|
30 Jun, 24 | 7 | -56.25% |
31 Mar, 24 | 16 | 33.33% |
31 Dec, 23 | 12 | 20.00% |
30 Sep, 23 | 10 | 25.00% |
30 Jun, 23 | 8 | -27.27% |
31 Mar, 23 | 11 | 10.00% |
31 Dec, 22 | 10 | 25.00% |
30 Sep, 22 | 8 | 60.00% |
30 Jun, 22 | 5 | - |
31 Mar, 22 | 5 | 25.00% |
31 Dec, 21 | 4 | - |
Shares Outstanding Trend
Date | Shares Outstanding | Change % |
---|---|---|
30 Jun, 24 | 73,739 | -69.15% |
31 Mar, 24 | 239,057 | 49.19% |
31 Dec, 23 | 160,233 | -1.69% |
30 Sep, 23 | 162,989 | 53.84% |
30 Jun, 23 | 105,949 | -8.80% |
31 Mar, 23 | 116,173 | 9.46% |
31 Dec, 22 | 106,132 | 6.12% |
30 Sep, 22 | 100,008 | -47.16% |
30 Jun, 22 | 189,272 | 186.65% |
31 Mar, 22 | 66,028 | -20.42% |
31 Dec, 21 | 82,967 | - |
Institutional Ownership Trend
Date | Ownership % | Change % |
---|---|---|
30 Jun, 24 | 1.68% | 1.87% |
31 Mar, 24 | 9.48% | 25.32% |
31 Dec, 23 | 6.12% | 15.76% |
30 Sep, 23 | 6.23% | 35.86% |
30 Jun, 23 | 4.17% | 19.95% |
31 Mar, 23 | 4.57% | 21.71% |
31 Dec, 22 | 4.59% | 24.37% |
30 Sep, 22 | 4.34% | 6.16% |
30 Jun, 22 | 8.39% | 92.83% |
31 Mar, 22 | 3.01% | 21.06% |
31 Dec, 21 | 3.78% | - |
Institutional Increased Positions Trend
Date | Increased Positions | Change % |
---|---|---|
30 Jun, 24 | 3 | -76.92% |
31 Mar, 24 | 13 | 62.50% |
31 Dec, 23 | 8 | 60.00% |
30 Sep, 23 | 5 | - |
30 Jun, 23 | 5 | -16.67% |
31 Mar, 23 | 6 | -14.29% |
31 Dec, 22 | 7 | 75.00% |
30 Sep, 22 | 4 | - |
30 Jun, 22 | 4 | 100.00% |
31 Mar, 22 | 2 | -50.00% |
31 Dec, 21 | 4 | - |
Institutional Reduced Positions Trend
Date | Reduced Positions | Change % |
---|---|---|
30 Jun, 24 | - | -100.00% |
31 Mar, 24 | 1 | -50.00% |
31 Dec, 23 | 2 | -33.33% |
30 Sep, 23 | 3 | - |
30 Jun, 23 | - | -100.00% |
31 Mar, 23 | 2 | - |
31 Dec, 22 | - | -100.00% |
30 Sep, 22 | 3 | 200.00% |
30 Jun, 22 | 1 | -50.00% |
31 Mar, 22 | 2 | - |
31 Dec, 21 | - | - |
All Institutional Ownership Trend Data
Date | Holdings | Change % | Shares Outstanding | Change % | Ownership % | Change % | Increased Positions | Change % | Reduced Positions | Change % |
---|---|---|---|---|---|---|---|---|---|---|
30 Jun, 24 | 7 | -56.25% | 73,739 | -69.15% | 1.68% | 1.87% | 3 | -76.92% | - | -100.00% |
31 Mar, 24 | 16 | 33.33% | 239,057 | 49.19% | 9.48% | 25.32% | 13 | 62.50% | 1 | -50.00% |
31 Dec, 23 | 12 | 20.00% | 160,233 | -1.69% | 6.12% | 15.76% | 8 | 60.00% | 2 | -33.33% |
30 Sep, 23 | 10 | 25.00% | 162,989 | 53.84% | 6.23% | 35.86% | 5 | - | 3 | - |
30 Jun, 23 | 8 | -27.27% | 105,949 | -8.80% | 4.17% | 19.95% | 5 | -16.67% | - | -100.00% |
31 Mar, 23 | 11 | 10.00% | 116,173 | 9.46% | 4.57% | 21.71% | 6 | -14.29% | 2 | - |
31 Dec, 22 | 10 | 25.00% | 106,132 | 6.12% | 4.59% | 24.37% | 7 | 75.00% | - | -100.00% |
30 Sep, 22 | 8 | 60.00% | 100,008 | -47.16% | 4.34% | 6.16% | 4 | - | 3 | 200.00% |
30 Jun, 22 | 5 | - | 189,272 | 186.65% | 8.39% | 92.83% | 4 | 100.00% | 1 | -50.00% |
31 Mar, 22 | 5 | 25.00% | 66,028 | -20.42% | 3.01% | 21.06% | 2 | -50.00% | 2 | - |
31 Dec, 21 | 4 | - | 82,967 | - | 3.78% | - | 4 | - | - | - |
Generation Income Properties Insider Shareholders Trades
Open Market Insider Trades
Open Market Insider Buys
Insider Sells
Date | Name | Relation | Role | Transaction | Buy/Sell | Shares | Price | Value | Shares Held | Source |
---|
All Insider Owners Trades
Generation Income Properties Insider Ownership Trends
All Insider Trades Trend
Date | Buy | Sell | Buy/Sell Ratio |
---|---|---|---|
Q4 2023 | 2 | - | - |
Q1 2023 | 9 | - | - |
Q4 2022 | 1 | - | - |
Q2 2022 | 1 | - | - |
Q1 2022 | 1 | - | - |
Open Market Insider Trades Trend
Date | Buy | Sell | Buy/Sell Ratio |
---|---|---|---|
Q4 2023 | 2 | - | - |
Q1 2023 | 2 | - | - |
Q4 2022 | 1 | - | - |
Q2 2022 | 1 | - | - |
Q1 2022 | - | - | - |
GIPR Ownership FAQ
Who Owns Generation Income Properties?
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).
Who are the major institutional shareholders of Generation Income Properties?
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.
How many Generation Income Properties shareholders are there?
As of Jun 2024, there are 7 institutional shareholders of Generation Income Properties.
What percentage of Generation Income Properties is owned by VANGUARD GROUP INC?
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).
What percentage of Generation Income Properties is owned by WEALTH ADVISORS OF TAMPA BAY, LLC?
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.
What percentage of Generation Income Properties is owned by GEODE CAPITAL MANAGEMENT, LLC?
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).