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, Q3 2021
Institutional positions in Greystone Housing Impact Investors LP as of Sep 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
- 63
- −2 vs. Q2 2021
- Shares held
- 7.21M
- +344.2K (+5.0%) vs. Q2 2021
- Total value
- $43.1M
- −$3.24M (−7.0%) vs. Q2 2021
- New holders
- 7
- 25 more added
- Sold out
- 9
- 8 more reduced
1 institution that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2021
Shares, value and share of portfolio for each institution holding Greystone Housing Impact Investors LP; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Geneos Wealth Management Inc. | 1,159,856 | $7.03M | 0.27% | +26,136+2.3% | Added |
| Freestone Capital Holdings, LLC | 781,894 | $4.66M | 0.23% | +90,000+13.0% | Added |
| Morgan Stanley | 765,188 | $4.56M | 0.00% | +27,460+3.7% | Added |
| Raymond James & Associates | 514,973 | $3.07M | 0.00% | +134,076+35.2% | Added |
| America First Investment Advisors, LLC | 365,790 | $2.18M | 0.66% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 277,739 | $1.66M | 0.00% | +4,598+1.7% | Added |
| Natixis | 265,500 | $1.58M | 0.01% | 00.0% | Unchanged |
| Bluefin Capital Management, LLC | 189,729 | $1.13M | 0.13% | +20,198+11.9% | Added |
| Samalin Investment Counsel, LLC | 161,171 | $961.0K | 0.63% | +22,809+16.5% | Added |
| UBS Group AG | 151,211 | $901.0K | 0.00% | +3,540+2.4% | Added |
| Cetera Investment Advisers | 145,217 | $865.0K | 0.01% | +52,555+56.7% | Added |
| Susquehanna International Group, LLP | 141,168 | $841.0K | 0.00% | +141,168 | New |
| Aveo Capital Partners, LLC | 137,549 | $820.0K | 0.17% | −2,435−1.7% | Reduced |
| Royal Bank of Canada | 135,965 | $811.0K | 0.00% | +55,165+68.3% | Added |
| US Bancorp | 131,213 | $782.0K | 0.00% | 00.0% | Unchanged |
| LPL Financial LLC | 118,590 | $707.0K | 0.00% | +643+0.5% | Added |
| The PNC Financial Services Group, Inc. | 112,800 | $672.0K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 112,238 | $668.0K | 0.00% | −1,762−1.5% | Reduced |
| Koshinski Asset Management, Inc. | 107,000 | $637.7K | 0.06% | +107,000 | New |
| Wells Fargo & Company | 101,080 | $602.0K | 0.00% | −44,370−30.5% | Reduced |
| Stifel Financial Corp | 85,305 | $508.0K | 0.00% | +305+0.4% | Added |
| Bank of America Corp | 77,978 | $465.0K | 0.00% | 00.0% | Unchanged |
| Camden Capital, LLC | 72,114 | $430.0K | 0.09% | +1,010+1.4% | Added |
| Cambridge Investment Research Advisors, Inc. | 68,374 | $408.0K | 0.00% | −1,970−2.8% | Reduced |
| SOA Wealth Advisors, LLC. | 66,353 | $395.0K | 0.10% | −14,747−18.2% | Reduced |
| Blair William & Co | 63,090 | $376.0K | 0.00% | +63,090 | New |
| All Season Financial Advisors, Inc. | 56,352 | $336.0K | 0.27% | +6,790+13.7% | Added |
| Tradition Wealth Management, LLC | 54,858 | $327.0K | 0.05% | +859+1.6% | Added |
| Commonwealth Equity Services, LLC | 51,883 | $309.0K | 0.00% | +25,000+93.0% | Added |
| Creative Planning | 48,000 | $286.0K | 0.00% | +4,000+9.1% | Added |
| XML Financial, LLC | 46,750 | $279.0K | 0.04% | +46,750 | New |
| Goodwin Daniel L | 44,700 | $266.0K | 0.12% | 00.0% | Unchanged |
| Frontier Wealth Management LLC | 40,081 | $239.0K | 0.02% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 40,000 | $238.0K | 0.00% | +10,000+33.3% | Added |
| Sanders Morris Harris LLC | 39,500 | $235.0K | 0.04% | 00.0% | Unchanged |
| Virtu Financial LLC | 39,494 | $235.0K | 0.02% | +25,942+191.4% | Added |
| Geode Capital Management, LLC | 39,141 | $233.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 37,391 | $223.0K | 0.00% | +11,510+44.5% | Added |
| Private Advisor Group, LLC | 29,037 | $173.0K | 0.00% | +1,578+5.7% | Added |
| Equitable Holdings, Inc. | 27,392 | $163.0K | 0.00% | −5,908−17.7% | Reduced |
| Truist Financial Corp | 27,000 | $161.0K | 0.00% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 25,770 | $154.0K | 0.10% | −350−1.3% | Reduced |
| Group One Trading, L.P. | 24,420 | $146.0K | 0.00% | 00.0% | Unchanged |
| AE Wealth Management LLC | 22,579 | $135.0K | 0.00% | +22,579 | New |
| Onyx Bridge Wealth Group LLC | 19,450 | $126.0K | 0.05% | 00.0% | Unchanged |
| Texas Yale Capital Corp. | 19,007 | $113.0K | 0.01% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 17,300 | $103.0K | 0.00% | 00.0% | Unchanged |
| Northeast Financial Consultants Inc | 16,000 | $95.0K | 0.01% | 00.0% | Unchanged |
| Marshall Wace, LLP | 15,299 | $91.0K | 0.00% | +15,299 | New |
| HRT Financial LP | 14,441 | $86.0K | 0.00% | +14,441 | New |
| Beacon Financial Advisory LLC | 13,392 | $80.0K | 0.04% | +3,162+30.9% | Added |
| Newbridge Financial Services Group, Inc. | 13,224 | $79.0K | 0.05% | +119+0.9% | Added |
| HighTower Advisors, LLC | 12,791 | $77.0K | 0.00% | −1,557−10.9% | Reduced |
| Baldwin Brothers Inc | 12,500 | $75.0K | 0.01% | 00.0% | Unchanged |
| FLC Capital Advisors | 11,300 | $67.0K | 0.02% | 00.0% | Unchanged |
| National Asset Management, Inc. | 10,694 | $64.0K | 0.00% | +22+0.2% | Added |
| AllSquare Wealth Management LLC | 8,000 | $48.0K | 0.03% | 00.0% | Unchanged |
| NEXT Financial Group, Inc | 6,000 | $36.0K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 6,000 | $35.8K | 0.00% | +5,000+500.0% | Added |
| Steward Partners Investment Advisory, LLC | 5,000 | $30.0K | 0.00% | 00.0% | Unchanged |
| MBM Wealth Consultants, LLC | 3,640 | $22.0K | 0.01% | 00.0% | Unchanged |
| Lumature Wealth Partners, LLC | 1,500 | $9.00K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 1,026 | $6.21K | 0.00% | 00.0% | Unchanged |
| Hotchkis & Wiley Capital Management LLC | 0 | $0 | 0.00% | −335,530−100.0% | Sold out |
| Ameriprise Financial Inc | 0 | $0 | 0.00% | −65,873−100.0% | Sold out |
| California Public Employees Retirement System | 0 | $0 | 0.00% | −30,541−100.0% | Sold out |
| SEI Investments Co | 0 | $0 | 0.00% | −24,800−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −21,381−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −17,514−100.0% | Sold out |
| Bank of New York Mellon Corp | 0 | $0 | 0.00% | −16,394−100.0% | Sold out |
| Citigroup Inc | 0 | $0 | 0.00% | −12,200−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −1,304−100.0% | Sold out |
| CWM, LLC | – | – | – | – | Not filed |