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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, Q1 2022

Institutional positions in Greystone Housing Impact Investors LP as of Mar 31, 2022. 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
55
−12 vs. Q4 2021
Shares held
4.87M
−2.47M (−33.7%) vs. Q4 2021
Total value
$29.9M
−$17.0M (−36.2%) vs. Q4 2021
New holders
3
19 more added
Sold out
15
12 more reduced

1 institution that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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.

Institutional holdersQ1 2022: 55 institutions
Q1 2021: 67 institutionsQ2 2021: 66 institutionsQ3 2021: 63 institutionsQ4 2021: 68 institutionsQ1 2022: 55 institutionsQ2 2022: 45 institutionsQ3 2022: 49 institutionsQ4 2022: 53 institutionsQ1 2023: 50 institutionsQ2 2023: 47 institutionsQ3 2023: 50 institutionsQ4 2023: 57 institutionsQ1 2024: 57 institutionsQ2 2024: 59 institutionsQ3 2024: 55 institutionsQ4 2024: 57 institutionsQ1 2025: 51 institutionsQ2 2025: 51 institutionsQ3 2025: 50 institutionsQ4 2025: 46 institutionsQ1 2026: 40 institutionsQ2 2026: 37 institutions
Value heldQ1 2022: $29.9M
Q1 2021: $40.4MQ2 2021: $46.4MQ3 2021: $43.1MQ4 2021: $47.0MQ1 2022: $29.9MQ2 2022: $36.0MQ3 2022: $34.5MQ4 2022: $36.9MQ1 2023: $38.4MQ2 2023: $36.2MQ3 2023: $33.3MQ4 2023: $34.9MQ1 2024: $34.2MQ2 2024: $30.6MQ3 2024: $28.3MQ4 2024: $22.1MQ1 2025: $24.8MQ2 2025: $23.5MQ3 2025: $22.0MQ4 2025: $16.8MQ1 2026: $10.7MQ2 2026: $11.1M
Institutions holding GHI and their total value by quarter
QuarterHoldersValue
Q2 202637$11.1M
Q1 202640$10.7M
Q4 202546$16.8M
Q3 202550$22.0M
Q2 202551$23.5M
Q1 202551$24.8M
Q4 202457$22.1M
Q3 202455$28.3M
Q2 202459$30.6M
Q1 202457$34.2M
Q4 202357$34.9M
Q3 202350$33.3M
Q2 202347$36.2M
Q1 202350$38.4M
Q4 202253$36.9M
Q3 202249$34.5M
Q2 202245$36.0M
Q1 202255$29.9M
Q4 202168$47.0M
Q3 202163$43.1M
Q2 202166$46.4M
Q1 202167$40.4M

Institutions, Q1 2022

Shares, value and share of portfolio for each institution holding Greystone Housing Impact Investors LP; share changes are against Q4 2021.

Institutions holding GHI in Q1 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Freestone Capital Holdings, LLC540,894$3.27M0.13%−201,000−27.1%Reduced
Raymond James & Associates495,501$3.00M0.00%−77,204−13.5%Reduced
Morgan Stanley484,330$2.93M0.00%−320,870−39.8%Reduced
America First Investment Advisors, LLC365,790$2.21M0.64%00.0%Unchanged
Raymond James Financial Services Advisors, Inc.329,227$1.99M0.00%+22,908+7.5%Added
Bluefin Capital Management, LLC189,729$1.15M0.20%00.0%Unchanged
Samalin Investment Counsel, LLC188,440$1.14M0.69%+22,493+13.6%Added
UBS Group AG172,719$1.04M0.00%+400.0%Added
Aveo Capital Partners, LLC162,576$984.0K0.17%+14,909+10.1%Added
LPL Financial LLC141,520$856.0K0.00%−12,639−8.2%Reduced
US Bancorp131,213$794.0K0.00%00.0%Unchanged
Royal Bank of Canada128,390$777.0K0.00%+18,961+17.3%Added
Stifel Financial Corp114,205$691.0K0.00%−5,100−4.3%Reduced
Rockefeller Capital Management L.P.107,942$653.0K0.00%+448+0.4%Added
Wells Fargo & Company106,876$646.0K0.00%00.0%Unchanged
The PNC Financial Services Group, Inc.102,100$618.0K0.00%+101,100+10,110.0%Added
JPMorgan Chase & Co37,679$609.0K0.00%00.0%Unchanged
Bank of America Corp99,978$605.0K0.00%+8,697+9.5%Added
Cambridge Investment Research Advisors, Inc.67,340$407.0K0.00%+686+1.0%Added
Royal Capital Wealth Management, LLC65,799$398.0K0.39%+154+0.2%Added
XML Financial, LLC55,250$334.0K0.04%+2,000+3.8%Added
Commonwealth Equity Services, LLC54,045$326.0K0.00%+662+1.2%Added
Tradition Wealth Management, LLC53,704$325.0K0.04%+4,393+8.9%Added
SOA Wealth Advisors, LLC.51,815$313.0K0.08%00.0%Unchanged
Camden Capital, LLC47,114$285.0K0.06%00.0%Unchanged
Goodwin Daniel L44,700$271.0K0.12%00.0%Unchanged
Bank of Montreal42,300$269.0K0.00%00.0%Unchanged
Creative Planning44,000$266.0K0.00%00.0%Unchanged
Sanders Morris Harris LLC39,500$239.0K0.05%00.0%Unchanged
Advisor Group Holdings, Inc.37,169$225.0K0.00%−12,232−24.8%Reduced
Gladstone Institutional Advisory LLC34,200$207.0K0.01%+34,200New
Equitable Holdings, Inc.32,645$198.0K0.00%+3,453+11.8%Added
Frontier Wealth Management LLC10,626$183.0K0.00%−24,455−69.7%Reduced
Private Advisor Group, LLC27,687$168.0K0.00%−6,737−19.6%Reduced
Wiley Bros.-Aintree Capital, LLC25,620$155.0K0.09%00.0%Unchanged
American Portfolios Advisors25,600$154.9K0.01%00.0%Unchanged
AE Wealth Management LLC23,571$143.0K0.00%+619+2.7%Added
Jump Financial, LLC21,094$128.0K0.01%+4,194+24.8%Added
Texas Yale Capital Corp.19,007$115.0K0.01%00.0%Unchanged
Susquehanna International Group, LLP15,739$95.0K0.00%+15,739New
Beacon Financial Advisory LLC15,322$93.0K0.04%+1,703+12.5%Added
Synovus Financial Corp15,000$91.0K0.00%+15,000New
CWM, LLC13,424$81.0K0.00%00.0%Unchanged
Newbridge Financial Services Group, Inc.13,032$79.0K0.04%+422+3.3%Added
Baldwin Brothers Inc12,500$76.0K0.01%00.0%Unchanged
Truist Financial Corp12,400$75.0K0.00%−25,500−67.3%Reduced
Wealth Effects LLC11,500$70.0K0.03%00.0%Unchanged
National Asset Management, Inc.10,691$65.0K0.00%−120−1.1%Reduced
AllSquare Wealth Management LLC8,000$48.0K0.03%00.0%Unchanged
Steward Partners Investment Advisory, LLC5,000$30.0K0.00%00.0%Unchanged
Geneos Wealth Management Inc.3,933$23.0K0.00%−1,181,412−99.7%Reduced
Group One Trading, L.P.3,642$22.0K0.00%−20,778−85.1%Reduced
Lumature Wealth Partners, LLC1,500$9.00K0.00%00.0%Unchanged
Global Financial Private Client, LLC1,026$6.18K0.00%00.0%Unchanged
Simplex Trading, LLC650$3.00K0.00%+599+1,174.5%Added
Natixis0$00.00%−265,500−100.0%Sold out
Cetera Investment Advisers0$00.00%−147,320−100.0%Sold out
Koshinski Asset Management, Inc.0$00.00%−100,168−100.0%Sold out
IFG Advisory, LLC0$00.00%−95,000−100.0%Sold out
Blair William & Co0$00.00%−63,090−100.0%Sold out
All Season Financial Advisors, Inc.0$00.00%−49,166−100.0%Sold out
Geode Capital Management, LLC0$00.00%−39,141−100.0%Sold out
Onyx Bridge Wealth Group LLC0$00.00%−20,150−100.0%Sold out
Virtu Financial LLC0$00.00%−16,831−100.0%Sold out
Northeast Financial Consultants Inc0$00.00%−16,000−100.0%Sold out
Mercer Global Advisors Inc0$00.00%−15,100−100.0%Sold out
HighTower Advisors, LLC0$00.00%−12,838−100.0%Sold out
Williams Jones Wealth Management, LLC.0$00.00%−10,000−100.0%Sold out
CoreCap Advisors, LLC0$00.00%−6,467−100.0%Sold out
Knights of Columbus Asset Advisors LLC0$00.00%−600−100.0%Sold out
NEXT Financial Group, Inc––––Not filed