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 2022
Institutional positions in Greystone Housing Impact Investors LP as of Sep 30, 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
- 49
- +4 vs. Q2 2022
- Shares held
- 1.99M
- +29.2K (+1.5%) vs. Q2 2022
- Total value
- $34.5M
- −$1.49M (−4.1%) vs. Q2 2022
- New holders
- 8
- 20 more added
- Sold out
- 4
- 9 more reduced
Compare with Q2 2022: 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 2022
Shares, value and share of portfolio for each institution holding Greystone Housing Impact Investors LP; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 283,789 | $4.90M | 0.00% | −4,984−1.7% | Reduced |
| Freestone Capital Holdings, LLC | 249,180 | $4.31M | 0.19% | +1,882+0.8% | Added |
| Raymond James & Associates | 198,198 | $3.42M | 0.00% | +40,549+25.7% | Added |
| Raymond James Financial Services Advisors, Inc. | 147,742 | $2.55M | 0.01% | +3,654+2.5% | Added |
| America First Investment Advisors, LLC | 121,930 | $2.11M | 0.73% | 00.0% | Unchanged |
| Samalin Investment Counsel, LLC | 73,288 | $1.27M | 0.93% | +202+0.3% | Added |
| Natixis | 71,842 | $1.24M | 0.01% | −16,658−18.8% | Reduced |
| Royal Bank of Canada | 65,434 | $1.13M | 0.00% | +12,295+23.1% | Added |
| Bluefin Capital Management, LLC | 63,903 | $1.10M | 0.12% | +660+1.0% | Added |
| UBS Group AG | 56,241 | $972.0K | 0.00% | −2,957−5.0% | Reduced |
| Aveo Capital Partners, LLC | 45,036 | $778.0K | 0.13% | −4,503−9.1% | Reduced |
| US Bancorp | 43,738 | $756.0K | 0.00% | −570−1.3% | Reduced |
| LPL Financial LLC | 40,532 | $700.0K | 0.00% | −7,596−15.8% | Reduced |
| Wells Fargo & Company | 40,117 | $693.0K | 0.00% | +5,160+14.8% | Added |
| Stifel Financial Corp | 38,252 | $661.0K | 0.00% | +197+0.5% | Added |
| The PNC Financial Services Group, Inc. | 34,033 | $588.0K | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 33,598 | $580.0K | 0.00% | +273+0.8% | Added |
| Creative Planning | 33,366 | $577.0K | 0.00% | +18,699+127.5% | Added |
| Rockefeller Capital Management L.P. | 33,134 | $572.0K | 0.00% | +155+0.5% | Added |
| Goodwin Daniel L | 27,050 | $468.0K | 0.27% | +12,150+81.5% | Added |
| Cambridge Investment Research Advisors, Inc. | 24,747 | $428.0K | 0.00% | +1,866+8.2% | Added |
| XML Financial, LLC | 23,001 | $397.0K | 0.06% | +23,001 | New |
| Royal Capital Wealth Management, LLC | 21,995 | $380.0K | 0.44% | +61+0.3% | Added |
| Blair William & Co | 20,763 | $359.0K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 18,341 | $317.0K | 0.00% | +13,866+309.9% | Added |
| Tradition Wealth Management, LLC | 18,238 | $315.0K | 0.05% | +336+1.9% | Added |
| Commonwealth Equity Services, LLC | 17,829 | $308.0K | 0.00% | +430+2.5% | Added |
| SOA Wealth Advisors, LLC. | 17,530 | $302.0K | 0.09% | 00.0% | Unchanged |
| Fiduciary Trust Co | 13,333 | $230.0K | 0.00% | 00.0% | Unchanged |
| Sanders Morris Harris LLC | 13,167 | $228.0K | 0.06% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 13,183 | $227.0K | 0.00% | +136+1.0% | Added |
| Bank of Montreal | 11,600 | $227.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 12,805 | $221.0K | 0.00% | −3,670−22.3% | Reduced |
| JPMorgan Chase & Co | 11,561 | $200.0K | 0.00% | −1,000−8.0% | Reduced |
| Equitable Holdings, Inc. | 11,513 | $199.0K | 0.00% | +631+5.8% | Added |
| Private Advisor Group, LLC | 10,330 | $178.0K | 0.00% | +10,330 | New |
| Captrust Financial Advisors | 10,129 | $175.0K | 0.00% | +10,129 | New |
| BNP Paribas Arbitrage, SA | 7,780 | $134.4K | 0.00% | +7,780 | New |
| Newbridge Financial Services Group, Inc. | 5,975 | $103.0K | 0.06% | +102+1.7% | Added |
| Baldwin Brothers Inc | 4,167 | $72.0K | 0.01% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 2,667 | $46.0K | 0.03% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 1,667 | $29.0K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 550 | $9.50K | 0.00% | +550 | New |
| Lumature Wealth Partners, LLC | 500 | $9.00K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 342 | $5.92K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 333 | $5.75K | 0.00% | −8,200−96.1% | Reduced |
| Cutler Group LP | 101 | $1.00K | 0.00% | +101 | New |
| BlackRock Inc. | 1 | $0 | 0.00% | +1 | New |
| Signaturefd, LLC | 1 | $0 | 0.00% | +1 | New |
| Cetera Investment Advisers | 0 | $0 | 0.00% | −52,749−100.0% | Sold out |
| IFG Advisory, LLC | 0 | $0 | 0.00% | −30,717−100.0% | Sold out |
| CoreCap Advisors, LLC | 0 | $0 | 0.00% | −2,100−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −317−100.0% | Sold out |