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