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, Q2 2023
Institutional positions in Greystone Housing Impact Investors LP as of Jun 30, 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
- 47
- −3 vs. Q1 2023
- Shares held
- 2.20M
- +50.9K (+2.4%) vs. Q1 2023
- Total value
- $36.2M
- −$2.17M (−5.6%) vs. Q1 2023
- New holders
- 4
- 14 more added
- Sold out
- 7
- 14 more reduced
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding Greystone Housing Impact Investors LP; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Freestone Capital Holdings, LLC | 253,325 | $4.17M | 0.17% | +824+0.3% | Added |
| Morgan Stanley | 217,893 | $3.59M | 0.00% | −6,770−3.0% | Reduced |
| Raymond James & Associates | 174,962 | $2.88M | 0.00% | −13,433−7.1% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 169,997 | $2.80M | 0.00% | −289−0.2% | Reduced |
| America First Investment Advisors, LLC | 124,491 | $2.05M | 0.55% | 00.0% | Unchanged |
| Equitable Holdings, Inc. | 120,686 | $1.99M | 0.03% | +34,935+40.7% | Added |
| Bluefin Capital Management, LLC | 99,443 | $1.64M | 0.37% | – | – |
| Goodwin Daniel L | 87,753 | $1.45M | 0.69% | +4,446+5.3% | Added |
| Samalin Investment Counsel, LLC | 79,166 | $1.30M | 0.71% | +5,388+7.3% | Added |
| Royal Bank of Canada | 74,309 | $1.23M | 0.00% | −373−0.5% | Reduced |
| UBS Group AG | 57,149 | $941.8K | 0.00% | −5,920−9.4% | Reduced |
| Rockefeller Capital Management L.P. | 50,513 | $832.5K | 0.00% | +127+0.3% | Added |
| Cetera Investment Advisers | 45,637 | $752.1K | 0.01% | −14,852−24.6% | Reduced |
| LPL Financial LLC | 44,874 | $739.5K | 0.00% | +7,248+19.3% | Added |
| US Bancorp | 44,658 | $736.0K | 0.00% | 00.0% | Unchanged |
| Stifel Financial Corp | 41,607 | $685.7K | 0.00% | +42+0.1% | Added |
| Wells Fargo & Company | 40,884 | $673.8K | 0.00% | +49+0.1% | Added |
| Citadel Advisors LLC | 36,680 | $604.5K | 0.00% | +22,957+167.3% | Added |
| Bank of America Corp | 34,603 | $570.3K | 0.00% | −1,075−3.0% | Reduced |
| The PNC Financial Services Group, Inc. | 34,404 | $567.0K | 0.00% | −339−1.0% | Reduced |
| Creative Planning | 33,198 | $547.1K | 0.00% | 00.0% | Unchanged |
| XML Financial, LLC | 24,988 | $411.8K | 0.05% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 24,863 | $410.0K | 0.00% | +1,546+6.6% | Added |
| Cambridge Investment Research Advisors, Inc. | 23,154 | $382.0K | 0.00% | +331+1.5% | Added |
| Royal Capital Wealth Management, LLC | 22,656 | $373.4K | 0.35% | +74+0.3% | Added |
| Stephens Inc | 22,631 | $373.0K | 0.01% | +22,631 | New |
| PFG Investments, LLC | 21,650 | $356.8K | 0.06% | −511−2.3% | Reduced |
| Aveo Capital Partners, LLC | 21,241 | $350.0K | 0.04% | −20,751−49.4% | Reduced |
| IFG Advisory, LLC | 20,621 | $339.8K | 0.03% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 19,737 | $325.0K | 0.04% | +403+2.1% | Added |
| SOA Wealth Advisors, LLC. | 17,458 | $287.7K | 0.07% | 00.0% | Unchanged |
| Blair William & Co | 17,284 | $284.8K | 0.00% | −3,915−18.5% | Reduced |
| BlueSky Wealth Advisors, LLC | 16,677 | $274.8K | 0.06% | +16,677 | New |
| Fiduciary Trust Co | 13,613 | $224.3K | 0.00% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 12,523 | $206.4K | 0.00% | +1,900+17.9% | Added |
| JPMorgan Chase & Co | 11,802 | $194.5K | 0.00% | 00.0% | Unchanged |
| Gladstone Institutional Advisory LLC | 11,635 | $191.7K | 0.01% | +11,635 | New |
| Advisor Group Holdings, Inc. | 11,247 | $185.4K | 0.00% | −2,233−16.6% | Reduced |
| Newbridge Financial Services Group, Inc. | 5,435 | $89.6K | 0.04% | −271−4.7% | Reduced |
| Natixis | 4,319 | $71.2K | 0.00% | −57,581−93.0% | Reduced |
| Baldwin Brothers Inc | 4,254 | $70.1K | 0.01% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 2,722 | $41.0K | 0.03% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 560 | $9.23K | 0.00% | 00.0% | Unchanged |
| Lumature Wealth Partners, LLC | 510 | $8.40K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 348 | $5.76K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 271 | $4.47K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 1 | $16 | 0.00% | +1 | New |
| CWM, LLC | 0 | $0 | 0.00% | −18,634−100.0% | Sold out |
| Sanders Morris Harris LLC | 0 | $0 | 0.00% | −13,443−100.0% | Sold out |
| Captrust Financial Advisors | 0 | $0 | 0.00% | −10,516−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −3,416−100.0% | Sold out |
| Ameritas Advisory Services, LLC | 0 | $0 | 0.00% | −2,723−100.0% | Sold out |
| Belpointe Asset Management LLC | 0 | $0 | 0.00% | −1,701−100.0% | Sold out |
| Steward Partners Investment Advisory, LLC | 0 | $0 | 0.00% | −1,020−100.0% | Sold out |