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 2023
Institutional positions in Greystone Housing Impact Investors LP as of Mar 31, 2023. 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
- 50
- −2 vs. Q4 2022
- Shares held
- 2.15M
- +15.6K (+0.7%) vs. Q4 2022
- Total value
- $38.4M
- +$1.48M (+4.0%) vs. Q4 2022
- New holders
- 4
- 35 more added
- Sold out
- 6
- 9 more reduced
1 institution that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Greystone Housing Impact Investors LP; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Freestone Capital Holdings, LLC | 252,501 | $4.37M | 0.19% | +68,409+37.2% | Added |
| Morgan Stanley | 224,663 | $3.88M | 0.00% | −52,583−19.0% | Reduced |
| Raymond James & Associates | 188,395 | $3.26M | 0.00% | −11,481−5.7% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 170,286 | $2.94M | 0.01% | +7,409+4.5% | Added |
| America First Investment Advisors, LLC | 124,491 | $2.15M | 0.62% | +1,291+1.0% | Added |
| Equitable Holdings, Inc. | 85,751 | $1.48M | 0.02% | +54,793+177.0% | Added |
| Goodwin Daniel L | 83,307 | $1.44M | 0.73% | +53,034+175.2% | Added |
| Royal Bank of Canada | 74,682 | $1.29M | 0.00% | −2,608−3.4% | Reduced |
| Samalin Investment Counsel, LLC | 73,778 | $1.28M | 0.77% | +559+0.8% | Added |
| Bluefin Capital Management, LLC | – | $1.26M | 0.18% | – | – |
| UBS Group AG | 63,069 | $1.09M | 0.00% | −4,040−6.0% | Reduced |
| Natixis | 61,900 | $1.07M | 0.01% | −61,548−49.9% | Reduced |
| Cetera Investment Advisers | 60,489 | $1.05M | 0.01% | +1,489+2.5% | Added |
| Rockefeller Capital Management L.P. | 50,386 | $871.0K | 0.00% | +657+1.3% | Added |
| US Bancorp | 44,658 | $772.1K | 0.00% | +464+1.0% | Added |
| Aveo Capital Partners, LLC | 41,992 | $726.0K | 0.10% | −1,085−2.5% | Reduced |
| Stifel Financial Corp | 41,565 | $718.7K | 0.00% | +599+1.5% | Added |
| Wells Fargo & Company | 40,835 | $706.0K | 0.00% | +495+1.2% | Added |
| LPL Financial LLC | 37,626 | $650.5K | 0.00% | +15,025+66.5% | Added |
| Bank of America Corp | 35,678 | $616.9K | 0.00% | −5,967−14.3% | Reduced |
| The PNC Financial Services Group, Inc. | 34,743 | $600.7K | 0.00% | +357+1.0% | Added |
| Creative Planning | 33,198 | $574.0K | 0.00% | −10.0% | Reduced |
| XML Financial, LLC | 24,988 | $432.0K | 0.05% | +254+1.0% | Added |
| Commonwealth Equity Services, LLC | 23,317 | $403.0K | 0.00% | +1,519+7.0% | Added |
| Cambridge Investment Research Advisors, Inc. | 22,823 | $395.0K | 0.00% | −12,327−35.1% | Reduced |
| Royal Capital Wealth Management, LLC | 22,582 | $390.0K | 0.39% | +296+1.3% | Added |
| PFG Investments, LLC | 22,161 | $383.2K | 0.08% | +22,161 | New |
| Blair William & Co | 21,199 | $366.5K | 0.00% | +220+1.0% | Added |
| IFG Advisory, LLC | 20,621 | $356.5K | 0.03% | +212+1.0% | Added |
| Tradition Wealth Management, LLC | 19,334 | $334.0K | 0.04% | +555+3.0% | Added |
| CWM, LLC | 18,634 | $322.0K | 0.00% | +192+1.0% | Added |
| SOA Wealth Advisors, LLC. | 17,458 | $301.8K | 0.07% | +176+1.0% | Added |
| Citadel Advisors LLC | 13,723 | $237.3K | 0.00% | +1,589+13.1% | Added |
| Fiduciary Trust Co | 13,613 | $235.4K | 0.00% | +141+1.0% | Added |
| Advisor Group Holdings, Inc. | 13,480 | $233.1K | 0.00% | +177+1.3% | Added |
| Sanders Morris Harris LLC | 13,443 | $232.4K | 0.08% | +13,443 | New |
| JPMorgan Chase & Co | 11,802 | $204.0K | 0.00% | +121+1.0% | Added |
| Private Advisor Group, LLC | 10,623 | $183.7K | 0.00% | +154+1.5% | Added |
| Captrust Financial Advisors | 10,516 | $181.8K | 0.00% | +10,516 | New |
| Newbridge Financial Services Group, Inc. | 5,706 | $98.7K | 0.05% | +132+2.4% | Added |
| Baldwin Brothers Inc | 4,254 | $73.6K | 0.01% | +44+1.0% | Added |
| Advisory Services Network, LLC | 3,416 | $59.1K | 0.00% | +43+1.3% | Added |
| AllSquare Wealth Management LLC | 2,722 | $47.1K | 0.03% | +28+1.0% | Added |
| Ameritas Advisory Services, LLC | 2,723 | $47.0K | 0.00% | +2,723 | New |
| Belpointe Asset Management LLC | 1,701 | $29.4K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 1,020 | $17.6K | 0.00% | +10+1.0% | Added |
| Heritage Wealth Advisors | 560 | $9.68K | 0.00% | +5+0.9% | Added |
| Lumature Wealth Partners, LLC | 510 | $8.82K | 0.00% | +5+1.0% | Added |
| Global Financial Private Client, LLC | 348 | $6.00K | 0.00% | +3+0.9% | Added |
| RFP Financial Group LLC | 271 | $4.69K | 0.01% | +2+0.7% | Added |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −12,937−100.0% | Sold out |
| Gladstone Institutional Advisory LLC | 0 | $0 | 0.00% | −11,516−100.0% | Sold out |
| GWM Advisors LLC | 0 | $0 | 0.00% | −3,058−100.0% | Sold out |
| BlackRock Inc. | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Signaturefd, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| CoreCap Advisors, LLC | – | – | – | – | Not filed |