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 |
|---|---|---|---|---|---|
| RFP Financial Group LLC | 271 | $4.69K | 0.01% | +2+0.7% | Added |
| Global Financial Private Client, LLC | 348 | $6.00K | 0.00% | +3+0.9% | Added |
| Lumature Wealth Partners, LLC | 510 | $8.82K | 0.00% | +5+1.0% | Added |
| Heritage Wealth Advisors | 560 | $9.68K | 0.00% | +5+0.9% | Added |
| Steward Partners Investment Advisory, LLC | 1,020 | $17.6K | 0.00% | +10+1.0% | Added |
| Belpointe Asset Management LLC | 1,701 | $29.4K | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 2,723 | $47.0K | 0.00% | +2,723 | New |
| AllSquare Wealth Management LLC | 2,722 | $47.1K | 0.03% | +28+1.0% | Added |
| Advisory Services Network, LLC | 3,416 | $59.1K | 0.00% | +43+1.3% | Added |
| Baldwin Brothers Inc | 4,254 | $73.6K | 0.01% | +44+1.0% | Added |
| Newbridge Financial Services Group, Inc. | 5,706 | $98.7K | 0.05% | +132+2.4% | Added |
| Captrust Financial Advisors | 10,516 | $181.8K | 0.00% | +10,516 | New |
| Private Advisor Group, LLC | 10,623 | $183.7K | 0.00% | +154+1.5% | Added |
| JPMorgan Chase & Co | 11,802 | $204.0K | 0.00% | +121+1.0% | Added |
| Sanders Morris Harris LLC | 13,443 | $232.4K | 0.08% | +13,443 | New |
| Advisor Group Holdings, Inc. | 13,480 | $233.1K | 0.00% | +177+1.3% | Added |
| Fiduciary Trust Co | 13,613 | $235.4K | 0.00% | +141+1.0% | Added |
| Citadel Advisors LLC | 13,723 | $237.3K | 0.00% | +1,589+13.1% | Added |
| SOA Wealth Advisors, LLC. | 17,458 | $301.8K | 0.07% | +176+1.0% | Added |
| CWM, LLC | 18,634 | $322.0K | 0.00% | +192+1.0% | Added |
| Tradition Wealth Management, LLC | 19,334 | $334.0K | 0.04% | +555+3.0% | Added |
| IFG Advisory, LLC | 20,621 | $356.5K | 0.03% | +212+1.0% | Added |
| Blair William & Co | 21,199 | $366.5K | 0.00% | +220+1.0% | Added |
| PFG Investments, LLC | 22,161 | $383.2K | 0.08% | +22,161 | New |
| Royal Capital Wealth Management, LLC | 22,582 | $390.0K | 0.39% | +296+1.3% | Added |
| Cambridge Investment Research Advisors, Inc. | 22,823 | $395.0K | 0.00% | −12,327−35.1% | Reduced |
| Commonwealth Equity Services, LLC | 23,317 | $403.0K | 0.00% | +1,519+7.0% | Added |
| XML Financial, LLC | 24,988 | $432.0K | 0.05% | +254+1.0% | Added |
| Creative Planning | 33,198 | $574.0K | 0.00% | −10.0% | Reduced |
| The PNC Financial Services Group, Inc. | 34,743 | $600.7K | 0.00% | +357+1.0% | Added |
| Bank of America Corp | 35,678 | $616.9K | 0.00% | −5,967−14.3% | Reduced |
| LPL Financial LLC | 37,626 | $650.5K | 0.00% | +15,025+66.5% | Added |
| Wells Fargo & Company | 40,835 | $706.0K | 0.00% | +495+1.2% | Added |
| Stifel Financial Corp | 41,565 | $718.7K | 0.00% | +599+1.5% | Added |
| Aveo Capital Partners, LLC | 41,992 | $726.0K | 0.10% | −1,085−2.5% | Reduced |
| US Bancorp | 44,658 | $772.1K | 0.00% | +464+1.0% | Added |
| Rockefeller Capital Management L.P. | 50,386 | $871.0K | 0.00% | +657+1.3% | Added |
| Cetera Investment Advisers | 60,489 | $1.05M | 0.01% | +1,489+2.5% | Added |
| Natixis | 61,900 | $1.07M | 0.01% | −61,548−49.9% | Reduced |
| UBS Group AG | 63,069 | $1.09M | 0.00% | −4,040−6.0% | Reduced |
| Bluefin Capital Management, LLC | – | $1.26M | 0.18% | – | – |
| Samalin Investment Counsel, LLC | 73,778 | $1.28M | 0.77% | +559+0.8% | Added |
| Royal Bank of Canada | 74,682 | $1.29M | 0.00% | −2,608−3.4% | Reduced |
| Goodwin Daniel L | 83,307 | $1.44M | 0.73% | +53,034+175.2% | Added |
| Equitable Holdings, Inc. | 85,751 | $1.48M | 0.02% | +54,793+177.0% | Added |
| America First Investment Advisors, LLC | 124,491 | $2.15M | 0.62% | +1,291+1.0% | Added |
| Raymond James Financial Services Advisors, Inc. | 170,286 | $2.94M | 0.01% | +7,409+4.5% | Added |
| Raymond James & Associates | 188,395 | $3.26M | 0.00% | −11,481−5.7% | Reduced |
| Morgan Stanley | 224,663 | $3.88M | 0.00% | −52,583−19.0% | Reduced |
| Freestone Capital Holdings, LLC | 252,501 | $4.37M | 0.19% | +68,409+37.2% | 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 |