Stifel Financial
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Stifel Financial’s Generation Income Properties GIPR Stock Holding History

Stifel 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
2024
Q2 		– Sell
-1,600
Closed -$61.3K – 3401
2024
Q1 		$61.3K Sell
1,600
-189
-11% -$7.03K ﹤0.01% 3244
2023
Q4 		$70.6K Buy
+1,789
New +$70.8K ﹤0.01% 3195

Other funds holding GIPR

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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $27B AUM 24.49% 1-Year Est. Return

Stifel Financial's GIPR Position: Q2 2024 in Review

Stifel Financial sold out of Generation Income Properties (GIPR) in Q2 2024, closing a stake of 1,600 shares — an estimated $61.3K sold.

Stifel Financial first reported a position in GIPR in Q4 2023 and held it in 2 quarters. The position peaked at $70.6K in Q4 2023. 17 funds tracked by Wall St. Rank hold GIPR as of Q2 2024.

  • Stifel Financial reported no remaining Generation Income Properties position as of Q2 2024 after selling out during the quarter.
  • Stifel Financial sold 1,600 Generation Income Properties shares in Q2 2024, an estimated $61.3K.
  • Stifel Financial first reported a position in Generation Income Properties in Q4 2023 and held it in 2 quarters.
  • Stifel Financial's Generation Income Properties position peaked at $70.6K in Q4 2023.
  • 17 funds tracked by Wall St. Rank held Generation Income Properties as of Q2 2024.

Based on Stifel Financial's 13F filing for Q2 2024, filed 13 Aug 2024.