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