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 |
|---|---|---|---|---|---|
| FMR LLC | 1 | $17 | 0.00% | +1 | New |
| Advisory Services Network, LLC | 33 | $554 | 0.00% | +33 | New |
| Simplex Trading, LLC | 73 | $1.00K | 0.00% | +73 | New |
| Tower Research Capital LLC (TRC) | 180 | $3.02K | 0.00% | +85+89.5% | Added |
| Bogart Wealth, LLC | 200 | $3.36K | 0.00% | +200 | New |
| RFP Financial Group LLC | 273 | $4.58K | 0.00% | +1+0.4% | Added |
| Pittenger & Anderson Inc | 328 | $5.51K | 0.00% | +328 | New |
| Global Financial Private Client, LLC | 350 | $5.88K | 0.00% | +1+0.3% | Added |
| Group One Trading, L.P. | 663 | $11.1K | 0.00% | −1,216−64.7% | Reduced |
| NBC Securities, Inc. | 822 | $13.0K | 0.00% | +3+0.4% | Added |
| Rothschild Investment LLC | 922 | $15.5K | 0.00% | +922 | New |
| Heritage Wealth Advisors | 964 | $16.2K | 0.00% | +402+71.5% | Added |
| EverSource Wealth Advisors, LLC | 2,457 | $41.2K | 0.00% | +66+2.8% | Added |
| Huntington National Bank | 2,501 | $42.0K | 0.00% | +2,501 | New |
| AllSquare Wealth Management LLC | 2,745 | $46.1K | 0.03% | +11+0.4% | Added |
| Baldwin Brothers Inc | 4,290 | $72.0K | 0.01% | +17+0.4% | Added |
| Natixis | 4,354 | $73.1K | 0.00% | +17+0.4% | Added |
| Tucker Asset Management LLC | 4,739 | $79.6K | 0.02% | +4,739 | New |
| Cape Investment Advisory, Inc. | 5,049 | $84.8K | 0.04% | +3,035+150.7% | Added |
| Newbridge Financial Services Group, Inc. | 5,626 | $94.5K | 0.05% | +96+1.7% | Added |
| Advisor Group Holdings, Inc. | 7,005 | $117.6K | 0.00% | −2,331−25.0% | Reduced |
| Pineridge Advisors LLC | 8,559 | $143.7K | 0.05% | +8,559 | New |
| Gladstone Institutional Advisory LLC | 11,732 | $197.0K | 0.01% | +47+0.4% | Added |
| Fiduciary Trust Co | 13,730 | $230.5K | 0.00% | +57+0.4% | Added |
| The PNC Financial Services Group, Inc. | 14,208 | $238.6K | 0.00% | +56+0.4% | Added |
| JPMorgan Chase & Co | 14,822 | $248.9K | 0.00% | +2,788+23.2% | Added |
| Stephens Inc | 17,000 | $285.4K | 0.00% | −4,731−21.8% | Reduced |
| Creative Planning | 17,073 | $286.7K | 0.00% | −16,268−48.8% | Reduced |
| SOA Wealth Advisors, LLC. | 17,601 | $295.5K | 0.07% | +68+0.4% | Added |
| Mariner, LLC | 20,323 | $341.2K | 0.00% | +82+0.4% | Added |
| IFG Advisory, LLC | 20,797 | $349.2K | 0.03% | +85+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 |
| Aveo Capital Partners, LLC | 21,326 | $358.1K | 0.04% | +87+0.4% | Added |
| Cetera Investment Advisers | 21,387 | $359.1K | 0.00% | +522+2.5% | Added |
| PFG Investments, LLC | 21,758 | $365.3K | 0.07% | −238−1.1% | Reduced |
| Royal Capital Wealth Management, LLC | 23,010 | $386.3K | 0.33% | +173+0.8% | Added |
| Cambridge Investment Research Advisors, Inc. | 23,235 | $390.0K | 0.00% | −260−1.1% | Reduced |
| XML Financial, LLC | 25,625 | $430.2K | 0.05% | +98+0.4% | Added |
| Bank of America Corp | 26,323 | $442.0K | 0.00% | +100+0.4% | Added |
| Citadel Advisors LLC | 28,280 | $474.8K | 0.00% | −7,654−21.3% | Reduced |
| US Bancorp | 30,045 | $504.5K | 0.00% | −14,813−33.0% | Reduced |
| Rockefeller Capital Management L.P. | 33,870 | $568.7K | 0.00% | −17,003−33.4% | Reduced |
| Octavia Wealth Advisors, LLC | 40,708 | $701.4K | 0.12% | +40,708 | New |
| UBS Group AG | 42,349 | $711.0K | 0.00% | −6,765−13.8% | Reduced |
| Wells Fargo & Company | 44,030 | $739.3K | 0.00% | +2,723+6.6% | Added |
| Stifel Financial Corp | 44,145 | $741.2K | 0.00% | +2,314+5.5% | Added |
| LPL Financial LLC | 44,309 | $743.9K | 0.00% | −3,951−8.2% | Reduced |
| Samalin Investment Counsel, LLC | 77,105 | $1.29M | 0.65% | +2,064+2.8% | Added |
| Royal Bank of Canada | 88,779 | $1.49M | 0.00% | +14,088+18.9% | Added |
| Bluefin Capital Management, LLC | 102,773 | $1.74M | 0.15% | +2,915+2.9% | Added |
| America First Investment Advisors, LLC | 115,582 | $1.94M | 0.51% | −9,465−7.6% | Reduced |
| Equitable Holdings, Inc. | 166,813 | $2.80M | 0.03% | +24,447+17.2% | Added |
| Raymond James & Associates | 170,087 | $2.86M | 0.00% | −2,980−1.7% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 175,671 | $2.95M | 0.00% | +3,388+2.0% | Added |
| Freestone Capital Holdings, LLC | 189,460 | $3.18M | 0.14% | +784+0.4% | Added |
| Morgan Stanley | 280,006 | $4.70M | 0.00% | +33,585+13.6% | Added |
| 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 |