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 |
|---|---|---|---|---|---|
| Global Financial Private Client, LLC | 1,026 | $6.21K | 0.00% | 00.0% | Unchanged |
| Lumature Wealth Partners, LLC | 1,500 | $9.00K | 0.00% | 00.0% | Unchanged |
| MBM Wealth Consultants, LLC | 3,640 | $22.0K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 5,000 | $30.0K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 6,000 | $35.8K | 0.00% | +5,000+500.0% | Added |
| NEXT Financial Group, Inc | 6,000 | $36.0K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 8,000 | $48.0K | 0.03% | 00.0% | Unchanged |
| National Asset Management, Inc. | 10,694 | $64.0K | 0.00% | +22+0.2% | Added |
| FLC Capital Advisors | 11,300 | $67.0K | 0.02% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 12,500 | $75.0K | 0.01% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 12,791 | $77.0K | 0.00% | −1,557−10.9% | Reduced |
| Newbridge Financial Services Group, Inc. | 13,224 | $79.0K | 0.05% | +119+0.9% | Added |
| Beacon Financial Advisory LLC | 13,392 | $80.0K | 0.04% | +3,162+30.9% | Added |
| HRT Financial LP | 14,441 | $86.0K | 0.00% | +14,441 | New |
| Marshall Wace, LLP | 15,299 | $91.0K | 0.00% | +15,299 | New |
| Northeast Financial Consultants Inc | 16,000 | $95.0K | 0.01% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 17,300 | $103.0K | 0.00% | 00.0% | Unchanged |
| Texas Yale Capital Corp. | 19,007 | $113.0K | 0.01% | 00.0% | Unchanged |
| Onyx Bridge Wealth Group LLC | 19,450 | $126.0K | 0.05% | 00.0% | Unchanged |
| AE Wealth Management LLC | 22,579 | $135.0K | 0.00% | +22,579 | New |
| Group One Trading, L.P. | 24,420 | $146.0K | 0.00% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 25,770 | $154.0K | 0.10% | −350−1.3% | Reduced |
| Truist Financial Corp | 27,000 | $161.0K | 0.00% | 00.0% | Unchanged |
| Equitable Holdings, Inc. | 27,392 | $163.0K | 0.00% | −5,908−17.7% | Reduced |
| Private Advisor Group, LLC | 29,037 | $173.0K | 0.00% | +1,578+5.7% | Added |
| Advisor Group Holdings, Inc. | 37,391 | $223.0K | 0.00% | +11,510+44.5% | Added |
| Geode Capital Management, LLC | 39,141 | $233.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| JPMorgan Chase & Co | 40,000 | $238.0K | 0.00% | +10,000+33.3% | Added |
| Frontier Wealth Management LLC | 40,081 | $239.0K | 0.02% | 00.0% | Unchanged |
| Goodwin Daniel L | 44,700 | $266.0K | 0.12% | 00.0% | Unchanged |
| XML Financial, LLC | 46,750 | $279.0K | 0.04% | +46,750 | New |
| Creative Planning | 48,000 | $286.0K | 0.00% | +4,000+9.1% | Added |
| Commonwealth Equity Services, LLC | 51,883 | $309.0K | 0.00% | +25,000+93.0% | Added |
| Tradition Wealth Management, LLC | 54,858 | $327.0K | 0.05% | +859+1.6% | Added |
| All Season Financial Advisors, Inc. | 56,352 | $336.0K | 0.27% | +6,790+13.7% | Added |
| Blair William & Co | 63,090 | $376.0K | 0.00% | +63,090 | New |
| SOA Wealth Advisors, LLC. | 66,353 | $395.0K | 0.10% | −14,747−18.2% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 68,374 | $408.0K | 0.00% | −1,970−2.8% | Reduced |
| Camden Capital, LLC | 72,114 | $430.0K | 0.09% | +1,010+1.4% | Added |
| Bank of America Corp | 77,978 | $465.0K | 0.00% | 00.0% | Unchanged |
| Stifel Financial Corp | 85,305 | $508.0K | 0.00% | +305+0.4% | Added |
| Wells Fargo & Company | 101,080 | $602.0K | 0.00% | −44,370−30.5% | Reduced |
| Koshinski Asset Management, Inc. | 107,000 | $637.7K | 0.06% | +107,000 | New |
| Rockefeller Capital Management L.P. | 112,238 | $668.0K | 0.00% | −1,762−1.5% | Reduced |
| The PNC Financial Services Group, Inc. | 112,800 | $672.0K | 0.00% | 00.0% | Unchanged |
| LPL Financial LLC | 118,590 | $707.0K | 0.00% | +643+0.5% | Added |
| US Bancorp | 131,213 | $782.0K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 135,965 | $811.0K | 0.00% | +55,165+68.3% | Added |
| Aveo Capital Partners, LLC | 137,549 | $820.0K | 0.17% | −2,435−1.7% | Reduced |
| Susquehanna International Group, LLP | 141,168 | $841.0K | 0.00% | +141,168 | New |
| Cetera Investment Advisers | 145,217 | $865.0K | 0.01% | +52,555+56.7% | Added |
| UBS Group AG | 151,211 | $901.0K | 0.00% | +3,540+2.4% | Added |
| Samalin Investment Counsel, LLC | 161,171 | $961.0K | 0.63% | +22,809+16.5% | Added |
| Bluefin Capital Management, LLC | 189,729 | $1.13M | 0.13% | +20,198+11.9% | Added |
| Natixis | 265,500 | $1.58M | 0.01% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 277,739 | $1.66M | 0.00% | +4,598+1.7% | Added |
| America First Investment Advisors, LLC | 365,790 | $2.18M | 0.66% | 00.0% | Unchanged |
| Raymond James & Associates | 514,973 | $3.07M | 0.00% | +134,076+35.2% | Added |
| Morgan Stanley | 765,188 | $4.56M | 0.00% | +27,460+3.7% | Added |
| Freestone Capital Holdings, LLC | 781,894 | $4.66M | 0.23% | +90,000+13.0% | Added |
| Geneos Wealth Management Inc. | 1,159,856 | $7.03M | 0.27% | +26,136+2.3% | Added |
| 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 |