Generation Income Proper -CWGIPRWPreferred / convertible

13F holders, Q2 2024 (June 30)
5holders +1
2new positions
1sold out
1famous investor
$0.31avg. 13F price*

At the end of Q2 2024, 5 institutions reported holding Generation Income Proper -CW (GIPRW) in their 13F filings, up 1 from Q1 2024. 2 opened new positions and 1 sold out. The largest holders were Wealth Advisors of Tampa Bay, LLC ($15K), Citadel Advisors ($13K) and Stifel Financial Corp. ($7K). One famous investor held it Ken Griffin ( of Citadel Advisors's portfolio).

Company
Generation Income Proper -CW
CUSIP
37149D113
Latest filing quarter
Q2 2026

History

Number of 13F holders

012345 Q1 2024: 4Q1 2024Q2 2024: 5Q2 2024Q3 2024: 5Q3 2024Q4 2024: 3Q4 2024Q1 2025: 3Q1 2025Q2 2025: 3Q2 2025Q3 2025: 3Q3 2025Q4 2025: 3Q4 2025Q1 2026: 2Q1 2026Q2 2026: 2Q2 2026

Total Exit/New Position Q1 2024 → Q2 2024

InstitutionsTotal Value
New Positions2$600
Exits1$36

All 13F filers, Q1 2024 → Q2 2024: 2,000 shares bought and 3,725 shares sold, net −1,725 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 5 holders

Wealth Advisors of Tampa Bay, LLC — No change 50,000 $15K
Citadel Advisors — Reduce -8.0% 41,935 $13K
Stifel Financial Corp. — No change 21,900 $7K
Osaic Holdings, Inc. — New 1,500 $450
UBS Group AG — New 500 $150

"% of holder's portfolio" is GIPRW's weight in each manager's 13F, not the share of Generation Income Proper -CW the manager owns.