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 |
|---|---|---|---|---|---|
| Tower Research Capital LLC (TRC) | 95 | $1.47K | 0.00% | +95 | New |
| RFP Financial Group LLC | 272 | $4.20K | 0.00% | +1+0.4% | Added |
| Global Financial Private Client, LLC | 349 | $5.42K | 0.00% | +1+0.3% | Added |
| Heritage Wealth Advisors | 562 | $8.68K | 0.00% | +2+0.4% | Added |
| NBC Securities, Inc. | 819 | $12.0K | 0.00% | +819 | New |
| Group One Trading, L.P. | 1,879 | $29.0K | 0.00% | +1,879 | New |
| Cape Investment Advisory, Inc. | 2,014 | $31.1K | 0.02% | +2,014 | New |
| EverSource Wealth Advisors, LLC | 2,391 | $36.9K | 0.00% | +2,391 | New |
| AllSquare Wealth Management LLC | 2,734 | $42.2K | 0.03% | +12+0.4% | Added |
| Baldwin Brothers Inc | 4,273 | $66.0K | 0.01% | +19+0.4% | Added |
| Natixis | 4,337 | $67.0K | 0.00% | +18+0.4% | Added |
| Newbridge Financial Services Group, Inc. | 5,530 | $85.4K | 0.04% | +95+1.7% | Added |
| Advisor Group Holdings, Inc. | 9,336 | $144.2K | 0.00% | −1,911−17.0% | Reduced |
| Mercer Global Advisors Inc | 10,161 | $157.0K | 0.00% | +10,161 | New |
| Gladstone Institutional Advisory LLC | 11,685 | $180.5K | 0.01% | +50+0.4% | Added |
| JPMorgan Chase & Co | 12,034 | $185.9K | 0.00% | +232+2.0% | Added |
| Fiduciary Trust Co | 13,673 | $211.2K | 0.00% | +60+0.4% | Added |
| The PNC Financial Services Group, Inc. | 14,152 | $218.6K | 0.00% | −20,252−58.9% | Reduced |
| SOA Wealth Advisors, LLC. | 17,533 | $270.9K | 0.07% | +75+0.4% | Added |
| Mariner, LLC | 20,241 | $312.7K | 0.00% | +20,241 | New |
| Tradition Wealth Management, LLC | 20,276 | $313.0K | 0.04% | +539+2.7% | Added |
| IFG Advisory, LLC | 20,712 | $320.0K | 0.03% | +91+0.4% | Added |
| Cetera Investment Advisers | 20,865 | $322.4K | 0.00% | −24,772−54.3% | Reduced |
| Prevail Innovative Wealth Advisors, LLC | 20,937 | $323.5K | 0.17% | +20,937 | New |
| Aveo Capital Partners, LLC | 21,239 | $328.1K | 0.04% | −20.0% | Reduced |
| Stephens Inc | 21,731 | $335.7K | 0.01% | −900−4.0% | Reduced |
| PFG Investments, LLC | 21,996 | $339.8K | 0.06% | +346+1.6% | Added |
| Royal Capital Wealth Management, LLC | 22,837 | $352.8K | 0.34% | +181+0.8% | Added |
| Cambridge Investment Research Advisors, Inc. | 23,495 | $363.0K | 0.00% | +341+1.5% | Added |
| XML Financial, LLC | 25,527 | $394.4K | 0.05% | +539+2.2% | Added |
| Commonwealth Equity Services, LLC | 26,063 | $403.0K | 0.00% | +1,200+4.8% | Added |
| Bank of America Corp | 26,223 | $405.1K | 0.00% | −8,380−24.2% | Reduced |
| Creative Planning | 33,341 | $515.1K | 0.00% | +143+0.4% | Added |
| Citadel Advisors LLC | 35,934 | $555.2K | 0.00% | −746−2.0% | Reduced |
| Wells Fargo & Company | 41,307 | $638.2K | 0.00% | +423+1.0% | Added |
| Stifel Financial Corp | 41,831 | $646.3K | 0.00% | +224+0.5% | Added |
| US Bancorp | 44,858 | $693.1K | 0.00% | +200+0.4% | Added |
| LPL Financial LLC | 48,260 | $745.6K | 0.00% | +3,386+7.5% | Added |
| UBS Group AG | 49,114 | $758.8K | 0.00% | −8,035−14.1% | Reduced |
| Rockefeller Capital Management L.P. | 50,873 | $786.0K | 0.00% | +360+0.7% | Added |
| Royal Bank of Canada | 74,691 | $1.15M | 0.00% | +382+0.5% | Added |
| Samalin Investment Counsel, LLC | 75,041 | $1.16M | 0.67% | −4,125−5.2% | Reduced |
| Bluefin Capital Management, LLC | 99,858 | $1.54M | 0.13% | +415+0.4% | Added |
| Goodwin Daniel L | 104,442 | $1.61M | 0.78% | +16,689+19.0% | Added |
| America First Investment Advisors, LLC | 125,047 | $1.93M | 0.54% | +556+0.4% | Added |
| Equitable Holdings, Inc. | 142,366 | $2.20M | 0.03% | +21,680+18.0% | Added |
| Raymond James Financial Services Advisors, Inc. | 172,283 | $2.66M | 0.00% | +2,286+1.3% | Added |
| Raymond James & Associates | 173,067 | $2.67M | 0.00% | −1,895−1.1% | Reduced |
| Freestone Capital Holdings, LLC | 188,676 | $2.92M | 0.15% | −64,649−25.5% | Reduced |
| Morgan Stanley | 246,421 | $3.81M | 0.00% | +28,528+13.1% | Added |
| 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 |