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 |
|---|---|---|---|---|---|
| American Portfolios Advisors | 1,000 | $6.74K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 1,026 | $6.98K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 1,304 | $9.00K | 0.00% | +1,304 | New |
| Lumature Wealth Partners, LLC | 1,500 | $10.0K | 0.00% | 00.0% | Unchanged |
| MBM Wealth Consultants, LLC | 3,640 | $25.0K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 5,000 | $34.0K | 0.00% | −8,576−63.2% | Reduced |
| NEXT Financial Group, Inc | 6,000 | $40.0K | 0.00% | −3,275−35.3% | Reduced |
| AllSquare Wealth Management LLC | 8,000 | $54.0K | 0.03% | 00.0% | Unchanged |
| Beacon Financial Advisory LLC | 10,230 | $69.0K | 0.04% | +10,230 | New |
| National Asset Management, Inc. | 10,672 | $72.0K | 0.00% | +10.0% | Added |
| FLC Capital Advisors | 11,300 | $76.0K | 0.02% | 00.0% | Unchanged |
| Citigroup Inc | 12,200 | $82.0K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 12,500 | $84.0K | 0.01% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 13,105 | $88.0K | 0.05% | −614−4.5% | Reduced |
| CWM, LLC | 13,424 | $90.0K | 0.00% | 00.0% | Unchanged |
| Virtu Financial LLC | 13,552 | $91.0K | 0.01% | +13,552 | New |
| HighTower Advisors, LLC | 14,348 | $98.0K | 0.00% | −6,522−31.3% | Reduced |
| Northeast Financial Consultants Inc | 16,000 | $108.0K | 0.01% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 16,394 | $110.0K | 0.00% | +16,394 | New |
| Mercer Global Advisors Inc | 17,300 | $117.0K | 0.00% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 17,514 | $118.0K | 0.03% | +17,514 | New |
| Texas Yale Capital Corp. | 19,007 | $128.0K | 0.01% | 00.0% | Unchanged |
| Onyx Bridge Wealth Group LLC | 19,450 | $131.0K | 0.06% | +1,650+9.3% | Added |
| Citadel Advisors LLC | 21,381 | $144.0K | 0.00% | +2,902+15.7% | Added |
| Wiley Bros.-Aintree Capital, LLC | 26,120 | $163.0K | 0.11% | +1,750+7.2% | Added |
| Group One Trading, L.P. | 24,420 | $165.0K | 0.00% | −21,506−46.8% | Reduced |
| SEI Investments Co | 24,800 | $167.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 25,881 | $175.0K | 0.00% | −491−1.9% | Reduced |
| Commonwealth Equity Services, LLC | 26,883 | $181.0K | 0.00% | 00.0% | Unchanged |
| Truist Financial Corp | 27,000 | $182.0K | 0.00% | −75,456−73.6% | Reduced |
| Private Advisor Group, LLC | 27,459 | $185.0K | 0.00% | +1,651+6.4% | Added |
| JPMorgan Chase & Co | 30,000 | $202.0K | 0.00% | 00.0% | Unchanged |
| California Public Employees Retirement System | 30,541 | $206.0K | 0.00% | −94,459−75.6% | Reduced |
| Equitable Holdings, Inc. | 33,300 | $224.0K | 0.00% | +942+2.9% | Added |
| Geode Capital Management, LLC | 39,141 | $263.0K | 0.00% | 00.0% | Unchanged |
| Sanders Morris Harris LLC | 39,500 | $266.0K | 0.05% | 00.0% | Unchanged |
| Frontier Wealth Management LLC | 40,081 | $270.0K | 0.02% | 00.0% | Unchanged |
| Creative Planning | 44,000 | $297.0K | 0.00% | −2,000−4.3% | Reduced |
| Goodwin Daniel L | 44,700 | $301.0K | 0.14% | 00.0% | Unchanged |
| All Season Financial Advisors, Inc. | 49,562 | $334.0K | 0.24% | +49,562 | New |
| Tradition Wealth Management, LLC | 53,999 | $364.0K | 0.05% | −1,302−2.4% | Reduced |
| Ameriprise Financial Inc | 65,873 | $444.0K | 0.00% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 70,344 | $474.0K | 0.00% | −1,595−2.2% | Reduced |
| Camden Capital, LLC | 71,104 | $479.0K | 0.11% | +25,125+54.6% | Added |
| Bank of America Corp | 77,978 | $525.0K | 0.00% | −13,600−14.9% | Reduced |
| Royal Bank of Canada | 80,800 | $545.0K | 0.00% | +18,300+29.3% | Added |
| SOA Wealth Advisors, LLC. | 81,100 | $546.0K | 0.14% | 00.0% | Unchanged |
| Stifel Financial Corp | 85,000 | $573.0K | 0.00% | 00.0% | Unchanged |
| Cetera Investment Advisers | 92,662 | $625.0K | 0.01% | +10,600+12.9% | Added |
| The PNC Financial Services Group, Inc. | 112,800 | $760.0K | 0.00% | +112,800 | New |
| Rockefeller Capital Management L.P. | 114,000 | $768.0K | 0.00% | −49,731−30.4% | Reduced |
| LPL Financial LLC | 117,947 | $795.0K | 0.00% | −16,640−12.4% | Reduced |
| US Bancorp | 131,213 | $884.0K | 0.00% | 00.0% | Unchanged |
| Samalin Investment Counsel, LLC | 138,362 | $933.0K | 0.60% | −33,138−19.3% | Reduced |
| Aveo Capital Partners, LLC | 139,984 | $943.0K | 0.21% | +10,527+8.1% | Added |
| Wells Fargo & Company | 145,450 | $980.0K | 0.00% | −7,171−4.7% | Reduced |
| UBS Group AG | 147,671 | $995.0K | 0.00% | +40.0% | Added |
| Bluefin Capital Management, LLC | 169,531 | $1.14M | 0.08% | 00.0% | Unchanged |
| Natixis | 265,500 | $1.79M | 0.01% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 273,141 | $1.84M | 0.00% | +16,393+6.4% | Added |
| Hotchkis & Wiley Capital Management LLC | 335,530 | $2.26M | 0.01% | −10,400−3.0% | Reduced |
| America First Investment Advisors, LLC | 365,790 | $2.46M | 0.72% | 00.0% | Unchanged |
| Raymond James & Associates | 380,897 | $2.57M | 0.00% | +61,556+19.3% | Added |
| Freestone Capital Holdings, LLC | 691,894 | $4.66M | 0.23% | +28,000+4.2% | Added |
| Morgan Stanley | 737,728 | $4.97M | 0.00% | −106,024−12.6% | Reduced |
| Geneos Wealth Management Inc. | 1,133,720 | $7.72M | 0.30% | +7,055+0.6% | Added |
| 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 |