Greystone Housing Impact Investors LP
GHI- Exchange
- NYSE
- Industry
- Finance Services
- SEC CIK
- 0001059142
In the last 90 days, Greystone Housing Impact Investors LP insiders filed 1 open-market purchase and 0 sales; 37 institutions reported holding it in 13F filings for Q2 2026, worth $11.1M in total; no superinvestor holds it.
13F holders, Q2 2021
Institutional positions in Greystone Housing Impact Investors LP as of Jun 30, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 66
- −1 vs. Q1 2021
- Shares held
- 6.88M
- −343.9K (−4.8%) vs. Q1 2021
- Total value
- $46.4M
- +$6.08M (+15.1%) vs. Q1 2021
- New holders
- 7
- 15 more added
- Sold out
- 8
- 18 more reduced
Compare with Q1 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting GHI on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 37 | $11.1M |
| Q1 2026 | 40 | $10.7M |
| Q4 2025 | 46 | $16.8M |
| Q3 2025 | 50 | $22.0M |
| Q2 2025 | 51 | $23.5M |
| Q1 2025 | 51 | $24.8M |
| Q4 2024 | 57 | $22.1M |
| Q3 2024 | 55 | $28.3M |
| Q2 2024 | 59 | $30.6M |
| Q1 2024 | 57 | $34.2M |
| Q4 2023 | 57 | $34.9M |
| Q3 2023 | 50 | $33.3M |
| Q2 2023 | 47 | $36.2M |
| Q1 2023 | 50 | $38.4M |
| Q4 2022 | 53 | $36.9M |
| Q3 2022 | 49 | $34.5M |
| Q2 2022 | 45 | $36.0M |
| Q1 2022 | 55 | $29.9M |
| Q4 2021 | 68 | $47.0M |
| Q3 2021 | 63 | $43.1M |
| Q2 2021 | 66 | $46.4M |
| Q1 2021 | 67 | $40.4M |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding Greystone Housing Impact Investors LP; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Geneos Wealth Management Inc. | 1,133,720 | $7.72M | 0.30% | +7,055+0.6% | Added |
| Morgan Stanley | 737,728 | $4.97M | 0.00% | −106,024−12.6% | Reduced |
| Freestone Capital Holdings, LLC | 691,894 | $4.66M | 0.23% | +28,000+4.2% | Added |
| Raymond James & Associates | 380,897 | $2.57M | 0.00% | +61,556+19.3% | Added |
| America First Investment Advisors, LLC | 365,790 | $2.46M | 0.72% | 00.0% | Unchanged |
| Hotchkis & Wiley Capital Management LLC | 335,530 | $2.26M | 0.01% | −10,400−3.0% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 273,141 | $1.84M | 0.00% | +16,393+6.4% | Added |
| Natixis | 265,500 | $1.79M | 0.01% | 00.0% | Unchanged |
| Bluefin Capital Management, LLC | 169,531 | $1.14M | 0.08% | 00.0% | Unchanged |
| UBS Group AG | 147,671 | $995.0K | 0.00% | +40.0% | Added |
| Wells Fargo & Company | 145,450 | $980.0K | 0.00% | −7,171−4.7% | Reduced |
| Aveo Capital Partners, LLC | 139,984 | $943.0K | 0.21% | +10,527+8.1% | Added |
| Samalin Investment Counsel, LLC | 138,362 | $933.0K | 0.60% | −33,138−19.3% | Reduced |
| US Bancorp | 131,213 | $884.0K | 0.00% | 00.0% | Unchanged |
| LPL Financial LLC | 117,947 | $795.0K | 0.00% | −16,640−12.4% | Reduced |
| Rockefeller Capital Management L.P. | 114,000 | $768.0K | 0.00% | −49,731−30.4% | Reduced |
| The PNC Financial Services Group, Inc. | 112,800 | $760.0K | 0.00% | +112,800 | New |
| Cetera Investment Advisers | 92,662 | $625.0K | 0.01% | +10,600+12.9% | Added |
| Stifel Financial Corp | 85,000 | $573.0K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 81,100 | $546.0K | 0.14% | 00.0% | Unchanged |
| Royal Bank of Canada | 80,800 | $545.0K | 0.00% | +18,300+29.3% | Added |
| Bank of America Corp | 77,978 | $525.0K | 0.00% | −13,600−14.9% | Reduced |
| Camden Capital, LLC | 71,104 | $479.0K | 0.11% | +25,125+54.6% | Added |
| Cambridge Investment Research Advisors, Inc. | 70,344 | $474.0K | 0.00% | −1,595−2.2% | Reduced |
| Ameriprise Financial Inc | 65,873 | $444.0K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 53,999 | $364.0K | 0.05% | −1,302−2.4% | Reduced |
| All Season Financial Advisors, Inc. | 49,562 | $334.0K | 0.24% | +49,562 | New |
| Goodwin Daniel L | 44,700 | $301.0K | 0.14% | 00.0% | Unchanged |
| Creative Planning | 44,000 | $297.0K | 0.00% | −2,000−4.3% | Reduced |
| Frontier Wealth Management LLC | 40,081 | $270.0K | 0.02% | 00.0% | Unchanged |
| Sanders Morris Harris LLC | 39,500 | $266.0K | 0.05% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 39,141 | $263.0K | 0.00% | 00.0% | Unchanged |
| Equitable Holdings, Inc. | 33,300 | $224.0K | 0.00% | +942+2.9% | Added |
| California Public Employees Retirement System | 30,541 | $206.0K | 0.00% | −94,459−75.6% | Reduced |
| JPMorgan Chase & Co | 30,000 | $202.0K | 0.00% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 27,459 | $185.0K | 0.00% | +1,651+6.4% | Added |
| Truist Financial Corp | 27,000 | $182.0K | 0.00% | −75,456−73.6% | Reduced |
| Commonwealth Equity Services, LLC | 26,883 | $181.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 25,881 | $175.0K | 0.00% | −491−1.9% | Reduced |
| SEI Investments Co | 24,800 | $167.0K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 24,420 | $165.0K | 0.00% | −21,506−46.8% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 26,120 | $163.0K | 0.11% | +1,750+7.2% | Added |
| Citadel Advisors LLC | 21,381 | $144.0K | 0.00% | +2,902+15.7% | Added |
| Onyx Bridge Wealth Group LLC | 19,450 | $131.0K | 0.06% | +1,650+9.3% | Added |
| Texas Yale Capital Corp. | 19,007 | $128.0K | 0.01% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 17,514 | $118.0K | 0.03% | +17,514 | New |
| Mercer Global Advisors Inc | 17,300 | $117.0K | 0.00% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 16,394 | $110.0K | 0.00% | +16,394 | New |
| Northeast Financial Consultants Inc | 16,000 | $108.0K | 0.01% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 14,348 | $98.0K | 0.00% | −6,522−31.3% | Reduced |
| Virtu Financial LLC | 13,552 | $91.0K | 0.01% | +13,552 | New |
| CWM, LLC | 13,424 | $90.0K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 13,105 | $88.0K | 0.05% | −614−4.5% | Reduced |
| Baldwin Brothers Inc | 12,500 | $84.0K | 0.01% | 00.0% | Unchanged |
| Citigroup Inc | 12,200 | $82.0K | 0.00% | 00.0% | Unchanged |
| FLC Capital Advisors | 11,300 | $76.0K | 0.02% | 00.0% | Unchanged |
| National Asset Management, Inc. | 10,672 | $72.0K | 0.00% | +10.0% | Added |
| Beacon Financial Advisory LLC | 10,230 | $69.0K | 0.04% | +10,230 | New |
| AllSquare Wealth Management LLC | 8,000 | $54.0K | 0.03% | 00.0% | Unchanged |
| NEXT Financial Group, Inc | 6,000 | $40.0K | 0.00% | −3,275−35.3% | Reduced |
| Steward Partners Investment Advisory, LLC | 5,000 | $34.0K | 0.00% | −8,576−63.2% | Reduced |
| MBM Wealth Consultants, LLC | 3,640 | $25.0K | 0.01% | 00.0% | Unchanged |
| Lumature Wealth Partners, LLC | 1,500 | $10.0K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 1,304 | $9.00K | 0.00% | +1,304 | New |
| Global Financial Private Client, LLC | 1,026 | $6.98K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 1,000 | $6.74K | 0.00% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 0 | $0 | 0.00% | −107,000−100.0% | Sold out |
| IFG Advisory, LLC | 0 | $0 | 0.00% | −66,000−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −49,787−100.0% | Sold out |
| Belvedere Trading LLC | 0 | $0 | 0.00% | −44,602−100.0% | Sold out |
| RDA Financial Network | 0 | $0 | 0.00% | −12,863−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −11,457−100.0% | Sold out |
| Bank of Montreal | 0 | $0 | 0.00% | −7,500−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −9−100.0% | Sold out |