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, Q4 2023
Institutional positions in Greystone Housing Impact Investors LP as of Dec 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
- 57
- +8 vs. Q3 2023
- Shares held
- 2.08M
- +29.4K (+1.4%) vs. Q3 2023
- Total value
- $34.9M
- +$3.27M (+10.3%) vs. Q3 2023
- New holders
- 10
- 33 more added
- Sold out
- 2
- 14 more reduced
1 institution that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Greystone Housing Impact Investors LP; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 280,006 | $4.70M | 0.00% | +33,585+13.6% | Added |
| Freestone Capital Holdings, LLC | 189,460 | $3.18M | 0.14% | +784+0.4% | Added |
| Raymond James Financial Services Advisors, Inc. | 175,671 | $2.95M | 0.00% | +3,388+2.0% | Added |
| Raymond James & Associates | 170,087 | $2.86M | 0.00% | −2,980−1.7% | Reduced |
| Equitable Holdings, Inc. | 166,813 | $2.80M | 0.03% | +24,447+17.2% | Added |
| America First Investment Advisors, LLC | 115,582 | $1.94M | 0.51% | −9,465−7.6% | Reduced |
| Bluefin Capital Management, LLC | 102,773 | $1.74M | 0.15% | +2,915+2.9% | Added |
| Royal Bank of Canada | 88,779 | $1.49M | 0.00% | +14,088+18.9% | Added |
| Samalin Investment Counsel, LLC | 77,105 | $1.29M | 0.65% | +2,064+2.8% | Added |
| LPL Financial LLC | 44,309 | $743.9K | 0.00% | −3,951−8.2% | Reduced |
| Stifel Financial Corp | 44,145 | $741.2K | 0.00% | +2,314+5.5% | Added |
| Wells Fargo & Company | 44,030 | $739.3K | 0.00% | +2,723+6.6% | Added |
| UBS Group AG | 42,349 | $711.0K | 0.00% | −6,765−13.8% | Reduced |
| Octavia Wealth Advisors, LLC | 40,708 | $701.4K | 0.12% | +40,708 | New |
| Rockefeller Capital Management L.P. | 33,870 | $568.7K | 0.00% | −17,003−33.4% | Reduced |
| US Bancorp | 30,045 | $504.5K | 0.00% | −14,813−33.0% | Reduced |
| Citadel Advisors LLC | 28,280 | $474.8K | 0.00% | −7,654−21.3% | Reduced |
| Bank of America Corp | 26,323 | $442.0K | 0.00% | +100+0.4% | Added |
| XML Financial, LLC | 25,625 | $430.2K | 0.05% | +98+0.4% | Added |
| Cambridge Investment Research Advisors, Inc. | 23,235 | $390.0K | 0.00% | −260−1.1% | Reduced |
| Royal Capital Wealth Management, LLC | 23,010 | $386.3K | 0.33% | +173+0.8% | Added |
| PFG Investments, LLC | 21,758 | $365.3K | 0.07% | −238−1.1% | Reduced |
| Cetera Investment Advisers | 21,387 | $359.1K | 0.00% | +522+2.5% | Added |
| Aveo Capital Partners, LLC | 21,326 | $358.1K | 0.04% | +87+0.4% | Added |
| Commonwealth Equity Services, LLC | 21,111 | $354.0K | 0.00% | −4,952−19.0% | Reduced |
| Tradition Wealth Management, LLC | 21,106 | $354.0K | 0.04% | +830+4.1% | Added |
| IFG Advisory, LLC | 20,797 | $349.2K | 0.03% | +85+0.4% | Added |
| Mariner, LLC | 20,323 | $341.2K | 0.00% | +82+0.4% | Added |
| SOA Wealth Advisors, LLC. | 17,601 | $295.5K | 0.07% | +68+0.4% | Added |
| Creative Planning | 17,073 | $286.7K | 0.00% | −16,268−48.8% | Reduced |
| Stephens Inc | 17,000 | $285.4K | 0.00% | −4,731−21.8% | Reduced |
| JPMorgan Chase & Co | 14,822 | $248.9K | 0.00% | +2,788+23.2% | Added |
| The PNC Financial Services Group, Inc. | 14,208 | $238.6K | 0.00% | +56+0.4% | Added |
| Fiduciary Trust Co | 13,730 | $230.5K | 0.00% | +57+0.4% | Added |
| Gladstone Institutional Advisory LLC | 11,732 | $197.0K | 0.01% | +47+0.4% | Added |
| Pineridge Advisors LLC | 8,559 | $143.7K | 0.05% | +8,559 | New |
| Advisor Group Holdings, Inc. | 7,005 | $117.6K | 0.00% | −2,331−25.0% | Reduced |
| Newbridge Financial Services Group, Inc. | 5,626 | $94.5K | 0.05% | +96+1.7% | Added |
| Cape Investment Advisory, Inc. | 5,049 | $84.8K | 0.04% | +3,035+150.7% | Added |
| Tucker Asset Management LLC | 4,739 | $79.6K | 0.02% | +4,739 | New |
| Natixis | 4,354 | $73.1K | 0.00% | +17+0.4% | Added |
| Baldwin Brothers Inc | 4,290 | $72.0K | 0.01% | +17+0.4% | Added |
| AllSquare Wealth Management LLC | 2,745 | $46.1K | 0.03% | +11+0.4% | Added |
| Huntington National Bank | 2,501 | $42.0K | 0.00% | +2,501 | New |
| EverSource Wealth Advisors, LLC | 2,457 | $41.2K | 0.00% | +66+2.8% | Added |
| Heritage Wealth Advisors | 964 | $16.2K | 0.00% | +402+71.5% | Added |
| Rothschild Investment LLC | 922 | $15.5K | 0.00% | +922 | New |
| NBC Securities, Inc. | 822 | $13.0K | 0.00% | +3+0.4% | Added |
| Group One Trading, L.P. | 663 | $11.1K | 0.00% | −1,216−64.7% | Reduced |
| Global Financial Private Client, LLC | 350 | $5.88K | 0.00% | +1+0.3% | Added |
| Pittenger & Anderson Inc | 328 | $5.51K | 0.00% | +328 | New |
| RFP Financial Group LLC | 273 | $4.58K | 0.00% | +1+0.4% | Added |
| Bogart Wealth, LLC | 200 | $3.36K | 0.00% | +200 | New |
| Tower Research Capital LLC (TRC) | 180 | $3.02K | 0.00% | +85+89.5% | Added |
| Simplex Trading, LLC | 73 | $1.00K | 0.00% | +73 | New |
| Advisory Services Network, LLC | 33 | $554 | 0.00% | +33 | New |
| FMR LLC | 1 | $17 | 0.00% | +1 | New |
| Prevail Innovative Wealth Advisors, LLC | 0 | $0 | 0.00% | −20,937−100.0% | Sold out |
| Mercer Global Advisors Inc | 0 | $0 | 0.00% | −10,161−100.0% | Sold out |
| Goodwin Daniel L | – | – | – | – | Not filed |