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 2023
Institutional positions in Greystone Housing Impact Investors LP as of Sep 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
- 50
- +4 vs. Q2 2023
- Shares held
- 2.15M
- −44.5K (−2.0%) vs. Q2 2023
- Total value
- $33.3M
- −$2.95M (−8.1%) vs. Q2 2023
- New holders
- 8
- 31 more added
- Sold out
- 4
- 11 more reduced
1 institution that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding Greystone Housing Impact Investors LP; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 246,421 | $3.81M | 0.00% | +28,528+13.1% | Added |
| Freestone Capital Holdings, LLC | 188,676 | $2.92M | 0.15% | −64,649−25.5% | Reduced |
| Raymond James & Associates | 173,067 | $2.67M | 0.00% | −1,895−1.1% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 172,283 | $2.66M | 0.00% | +2,286+1.3% | Added |
| Equitable Holdings, Inc. | 142,366 | $2.20M | 0.03% | +21,680+18.0% | Added |
| America First Investment Advisors, LLC | 125,047 | $1.93M | 0.54% | +556+0.4% | Added |
| Goodwin Daniel L | 104,442 | $1.61M | 0.78% | +16,689+19.0% | Added |
| Bluefin Capital Management, LLC | 99,858 | $1.54M | 0.13% | +415+0.4% | Added |
| Samalin Investment Counsel, LLC | 75,041 | $1.16M | 0.67% | −4,125−5.2% | Reduced |
| Royal Bank of Canada | 74,691 | $1.15M | 0.00% | +382+0.5% | Added |
| Rockefeller Capital Management L.P. | 50,873 | $786.0K | 0.00% | +360+0.7% | Added |
| UBS Group AG | 49,114 | $758.8K | 0.00% | −8,035−14.1% | Reduced |
| LPL Financial LLC | 48,260 | $745.6K | 0.00% | +3,386+7.5% | Added |
| US Bancorp | 44,858 | $693.1K | 0.00% | +200+0.4% | Added |
| Stifel Financial Corp | 41,831 | $646.3K | 0.00% | +224+0.5% | Added |
| Wells Fargo & Company | 41,307 | $638.2K | 0.00% | +423+1.0% | Added |
| Citadel Advisors LLC | 35,934 | $555.2K | 0.00% | −746−2.0% | Reduced |
| Creative Planning | 33,341 | $515.1K | 0.00% | +143+0.4% | Added |
| Bank of America Corp | 26,223 | $405.1K | 0.00% | −8,380−24.2% | Reduced |
| Commonwealth Equity Services, LLC | 26,063 | $403.0K | 0.00% | +1,200+4.8% | Added |
| XML Financial, LLC | 25,527 | $394.4K | 0.05% | +539+2.2% | Added |
| Cambridge Investment Research Advisors, Inc. | 23,495 | $363.0K | 0.00% | +341+1.5% | Added |
| Royal Capital Wealth Management, LLC | 22,837 | $352.8K | 0.34% | +181+0.8% | Added |
| PFG Investments, LLC | 21,996 | $339.8K | 0.06% | +346+1.6% | Added |
| Stephens Inc | 21,731 | $335.7K | 0.01% | −900−4.0% | Reduced |
| Aveo Capital Partners, LLC | 21,239 | $328.1K | 0.04% | −20.0% | Reduced |
| Prevail Innovative Wealth Advisors, LLC | 20,937 | $323.5K | 0.17% | +20,937 | New |
| Cetera Investment Advisers | 20,865 | $322.4K | 0.00% | −24,772−54.3% | Reduced |
| IFG Advisory, LLC | 20,712 | $320.0K | 0.03% | +91+0.4% | Added |
| Tradition Wealth Management, LLC | 20,276 | $313.0K | 0.04% | +539+2.7% | Added |
| Mariner, LLC | 20,241 | $312.7K | 0.00% | +20,241 | New |
| SOA Wealth Advisors, LLC. | 17,533 | $270.9K | 0.07% | +75+0.4% | Added |
| The PNC Financial Services Group, Inc. | 14,152 | $218.6K | 0.00% | −20,252−58.9% | Reduced |
| Fiduciary Trust Co | 13,673 | $211.2K | 0.00% | +60+0.4% | Added |
| JPMorgan Chase & Co | 12,034 | $185.9K | 0.00% | +232+2.0% | Added |
| Gladstone Institutional Advisory LLC | 11,685 | $180.5K | 0.01% | +50+0.4% | Added |
| Mercer Global Advisors Inc | 10,161 | $157.0K | 0.00% | +10,161 | New |
| Advisor Group Holdings, Inc. | 9,336 | $144.2K | 0.00% | −1,911−17.0% | Reduced |
| Newbridge Financial Services Group, Inc. | 5,530 | $85.4K | 0.04% | +95+1.7% | Added |
| Natixis | 4,337 | $67.0K | 0.00% | +18+0.4% | Added |
| Baldwin Brothers Inc | 4,273 | $66.0K | 0.01% | +19+0.4% | Added |
| AllSquare Wealth Management LLC | 2,734 | $42.2K | 0.03% | +12+0.4% | Added |
| EverSource Wealth Advisors, LLC | 2,391 | $36.9K | 0.00% | +2,391 | New |
| Cape Investment Advisory, Inc. | 2,014 | $31.1K | 0.02% | +2,014 | New |
| Group One Trading, L.P. | 1,879 | $29.0K | 0.00% | +1,879 | New |
| NBC Securities, Inc. | 819 | $12.0K | 0.00% | +819 | New |
| Heritage Wealth Advisors | 562 | $8.68K | 0.00% | +2+0.4% | Added |
| Global Financial Private Client, LLC | 349 | $5.42K | 0.00% | +1+0.3% | Added |
| RFP Financial Group LLC | 272 | $4.20K | 0.00% | +1+0.4% | Added |
| Tower Research Capital LLC (TRC) | 95 | $1.47K | 0.00% | +95 | New |
| Blair William & Co | 0 | $0 | 0.00% | −17,284−100.0% | Sold out |
| BlueSky Wealth Advisors, LLC | 0 | $0 | 0.00% | −16,677−100.0% | Sold out |
| Private Advisor Group, LLC | 0 | $0 | 0.00% | −12,523−100.0% | Sold out |
| FMR LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Lumature Wealth Partners, LLC | – | – | – | – | Not filed |