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, Q4 2021
Institutional positions in Greystone Housing Impact Investors LP as of Dec 31, 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
- 68
- +5 vs. Q3 2021
- Shares held
- 7.34M
- +134.1K (+1.9%) vs. Q3 2021
- Total value
- $47.0M
- +$3.89M (+9.0%) vs. Q3 2021
- New holders
- 10
- 25 more added
- Sold out
- 5
- 17 more reduced
Compare with Q3 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, Q4 2021
Shares, value and share of portfolio for each institution holding Greystone Housing Impact Investors LP; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Geneos Wealth Management Inc. | 1,185,345 | $7.62M | 0.29% | +25,489+2.2% | Added |
| Morgan Stanley | 805,200 | $5.18M | 0.00% | +40,012+5.2% | Added |
| Freestone Capital Holdings, LLC | 741,894 | $4.52M | 0.19% | −40,000−5.1% | Reduced |
| Raymond James & Associates | 572,705 | $3.68M | 0.00% | +57,732+11.2% | Added |
| America First Investment Advisors, LLC | 365,790 | $2.35M | 0.66% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 306,319 | $1.97M | 0.00% | +28,580+10.3% | Added |
| Natixis | 265,500 | $1.71M | 0.01% | 00.0% | Unchanged |
| Bluefin Capital Management, LLC | 189,729 | $1.22M | 0.10% | 00.0% | Unchanged |
| UBS Group AG | 172,679 | $1.11M | 0.00% | +21,468+14.2% | Added |
| Samalin Investment Counsel, LLC | 165,947 | $1.07M | 0.64% | +4,776+3.0% | Added |
| LPL Financial LLC | 154,159 | $991.0K | 0.00% | +35,569+30.0% | Added |
| Aveo Capital Partners, LLC | 147,667 | $950.0K | 0.17% | +10,118+7.4% | Added |
| Cetera Investment Advisers | 147,320 | $947.0K | 0.01% | +2,103+1.4% | Added |
| US Bancorp | 131,213 | $844.0K | 0.00% | 00.0% | Unchanged |
| Stifel Financial Corp | 119,305 | $767.0K | 0.00% | +34,000+39.9% | Added |
| Royal Bank of Canada | 109,429 | $704.0K | 0.00% | −26,536−19.5% | Reduced |
| Rockefeller Capital Management L.P. | 107,494 | $691.0K | 0.00% | −4,744−4.2% | Reduced |
| Wells Fargo & Company | 106,876 | $687.0K | 0.00% | +5,796+5.7% | Added |
| Koshinski Asset Management, Inc. | 100,168 | $644.1K | 0.05% | −6,832−6.4% | Reduced |
| IFG Advisory, LLC | 95,000 | $610.0K | 0.06% | +95,000 | New |
| Bank of America Corp | 91,281 | $587.0K | 0.00% | +13,303+17.1% | Added |
| Cambridge Investment Research Advisors, Inc. | 66,654 | $429.0K | 0.00% | −1,720−2.5% | Reduced |
| Royal Capital Wealth Management, LLC | 65,645 | $422.0K | 0.41% | +65,645 | New |
| Blair William & Co | 63,090 | $406.0K | 0.00% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 53,383 | $343.0K | 0.00% | +1,500+2.9% | Added |
| XML Financial, LLC | 53,250 | $342.0K | 0.04% | +6,500+13.9% | Added |
| SOA Wealth Advisors, LLC. | 51,815 | $338.0K | 0.08% | −14,538−21.9% | Reduced |
| Tradition Wealth Management, LLC | 49,311 | $317.0K | 0.04% | −5,547−10.1% | Reduced |
| Advisor Group Holdings, Inc. | 49,401 | $317.0K | 0.00% | +12,010+32.1% | Added |
| All Season Financial Advisors, Inc. | 49,166 | $316.0K | 0.22% | −7,186−12.8% | Reduced |
| Camden Capital, LLC | 47,114 | $303.0K | 0.07% | −25,000−34.7% | Reduced |
| Bank of Montreal | 42,300 | $291.0K | 0.00% | +42,300 | New |
| Goodwin Daniel L | 44,700 | $287.0K | 0.13% | 00.0% | Unchanged |
| Creative Planning | 44,000 | $283.0K | 0.00% | −4,000−8.3% | Reduced |
| Sanders Morris Harris LLC | 39,500 | $254.0K | 0.04% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 39,141 | $251.0K | 0.00% | 00.0% | Unchanged |
| Truist Financial Corp | 37,900 | $243.0K | 0.00% | +10,900+40.4% | Added |
| JPMorgan Chase & Co | 37,679 | $242.0K | 0.00% | −2,321−5.8% | Reduced |
| Frontier Wealth Management LLC | 35,081 | $226.0K | 0.01% | −5,000−12.5% | Reduced |
| Private Advisor Group, LLC | 34,424 | $221.0K | 0.00% | +5,387+18.6% | Added |
| Equitable Holdings, Inc. | 29,192 | $188.0K | 0.00% | +1,800+6.6% | Added |
| Wiley Bros.-Aintree Capital, LLC | 25,620 | $165.0K | 0.10% | −150−0.6% | Reduced |
| American Portfolios Advisors | 25,600 | $164.6K | 0.01% | +19,600+326.7% | Added |
| Group One Trading, L.P. | 24,420 | $157.0K | 0.00% | 00.0% | Unchanged |
| AE Wealth Management LLC | 22,952 | $148.0K | 0.00% | +373+1.7% | Added |
| Onyx Bridge Wealth Group LLC | 20,150 | $132.0K | 0.04% | +700+3.6% | Added |
| Texas Yale Capital Corp. | 19,007 | $122.0K | 0.01% | 00.0% | Unchanged |
| Jump Financial, LLC | 16,900 | $109.0K | 0.01% | +16,900 | New |
| Virtu Financial LLC | 16,831 | $108.0K | 0.01% | −22,663−57.4% | Reduced |
| Northeast Financial Consultants Inc | 16,000 | $103.0K | 0.01% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 15,100 | $97.0K | 0.00% | −2,200−12.7% | Reduced |
| Beacon Financial Advisory LLC | 13,619 | $88.0K | 0.04% | +227+1.7% | Added |
| CWM, LLC | 13,424 | $86.0K | 0.00% | +13,424 | New |
| HighTower Advisors, LLC | 12,838 | $82.0K | 0.00% | +47+0.4% | Added |
| Newbridge Financial Services Group, Inc. | 12,610 | $81.0K | 0.04% | −614−4.6% | Reduced |
| Baldwin Brothers Inc | 12,500 | $80.0K | 0.01% | 00.0% | Unchanged |
| Wealth Effects LLC | 11,500 | $74.0K | 0.03% | +11,500 | New |
| National Asset Management, Inc. | 10,811 | $70.0K | 0.00% | +117+1.1% | Added |
| Williams Jones Wealth Management, LLC. | 10,000 | $64.0K | 0.00% | +10,000 | New |
| AllSquare Wealth Management LLC | 8,000 | $51.0K | 0.03% | 00.0% | Unchanged |
| NEXT Financial Group, Inc | 6,800 | $44.0K | 0.00% | +800+13.3% | Added |
| CoreCap Advisors, LLC | 6,467 | $42.0K | 0.00% | +6,467 | New |
| Steward Partners Investment Advisory, LLC | 5,000 | $32.0K | 0.00% | 00.0% | Unchanged |
| Lumature Wealth Partners, LLC | 1,500 | $10.0K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 1,026 | $6.60K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 1,000 | $6.00K | 0.00% | −111,800−99.1% | Reduced |
| Knights of Columbus Asset Advisors LLC | 600 | $4.00K | 0.00% | +600 | New |
| Simplex Trading, LLC | 51 | $0 | 0.00% | +51 | New |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −141,168−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −15,299−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −14,441−100.0% | Sold out |
| FLC Capital Advisors | 0 | $0 | 0.00% | −11,300−100.0% | Sold out |
| MBM Wealth Consultants, LLC | 0 | $0 | 0.00% | −3,640−100.0% | Sold out |