AF
GIPR icon

Allworth Financial’s Generation Income Properties GIPR Stock Holding History

Allworth Financial’s Portfolio GIPR Stock Details GIPR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-156
Closed -$1.43K – 5119
2025
Q3 		$1.43K Buy
+156
New +$1.8K ﹤0.01% 4145

Other funds holding GIPR

GCM
Gator Capital Management Tampa, Florida $489M AUM 54.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WAOTB
Wealth Advisors of Tampa Bay Tampa, Florida $302M AUM 26.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Allworth Financial's GIPR Position: Q4 2025 in Review

Allworth Financial sold out of Generation Income Properties (GIPR) in Q4 2025, closing a stake of 156 shares — an estimated $1.43K sold.

Allworth Financial first reported a position in GIPR in Q3 2025 and held it in 1 quarter. The position peaked at $1.43K in Q3 2025. 20 funds tracked by Wall St. Rank hold GIPR as of Q4 2025.

  • Allworth Financial reported no remaining Generation Income Properties position as of Q4 2025 after selling out during the quarter.
  • Allworth Financial sold 156 Generation Income Properties shares in Q4 2025, an estimated $1.43K.
  • Allworth Financial first reported a position in Generation Income Properties in Q3 2025 and held it in 1 quarter.
  • Allworth Financial's Generation Income Properties position peaked at $1.43K in Q3 2025.
  • 20 funds tracked by Wall St. Rank held Generation Income Properties as of Q4 2025.

Based on Allworth Financial's 13F filing for Q4 2025, filed 5 Feb 2026.