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, Q1 2024
Institutional positions in Greystone Housing Impact Investors LP as of Mar 31, 2024. 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
- 0 vs. Q4 2023
- Shares held
- 2.10M
- +21.5K (+1.0%) vs. Q4 2023
- Total value
- $34.2M
- −$730.8K (−2.1%) vs. Q4 2023
- New holders
- 7
- 36 more added
- Sold out
- 7
- 14 more reduced
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Greystone Housing Impact Investors LP; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 280,730 | $4.57M | 0.00% | +724+0.3% | Added |
| Raymond James Financial Services Advisors, Inc. | 174,759 | $2.85M | 0.00% | −912−0.5% | Reduced |
| Raymond James & Associates | 169,235 | $2.76M | 0.00% | −852−0.5% | Reduced |
| Equitable Holdings, Inc. | 168,580 | $2.75M | 0.03% | +1,767+1.1% | Added |
| Freestone Capital Holdings, LLC | 163,728 | $2.67M | 0.10% | −25,732−13.6% | Reduced |
| America First Investment Advisors, LLC | 116,058 | $1.89M | 0.46% | +476+0.4% | Added |
| Bluefin Capital Management, LLC | 103,201 | $1.68M | 0.27% | +428+0.4% | Added |
| Royal Bank of Canada | 90,212 | $1.47M | 0.00% | +1,433+1.6% | Added |
| Samalin Investment Counsel, LLC | 84,077 | $1.37M | 0.65% | +6,972+9.0% | Added |
| Stifel Financial Corp | 44,513 | $725.1K | 0.00% | +368+0.8% | Added |
| UBS Group AG | 44,140 | $719.0K | 0.00% | +1,791+4.2% | Added |
| Wells Fargo & Company | 43,663 | $711.3K | 0.00% | −367−0.8% | Reduced |
| LPL Financial LLC | 40,653 | $662.2K | 0.00% | −3,656−8.3% | Reduced |
| IFG Advisory, LLC | 35,588 | $579.7K | 0.04% | +14,791+71.1% | Added |
| Rockefeller Capital Management L.P. | 34,139 | $556.1K | 0.00% | +269+0.8% | Added |
| Aveo Capital Partners, LLC | 33,994 | $530.3K | 0.06% | +12,668+59.4% | Added |
| Octavia Wealth Advisors, LLC | 30,876 | $514.3K | 0.08% | −9,832−24.2% | Reduced |
| Citadel Advisors LLC | 31,434 | $512.1K | 0.00% | +3,154+11.2% | Added |
| Wealth Enhancement Advisory Services, LLC | 30,260 | $492.9K | 0.00% | +30,260 | New |
| US Bancorp | 30,169 | $491.5K | 0.00% | +124+0.4% | Added |
| Bank of America Corp | 26,996 | $439.8K | 0.00% | +673+2.6% | Added |
| Cambridge Investment Research Advisors, Inc. | 23,749 | $387.0K | 0.00% | +514+2.2% | Added |
| Royal Capital Wealth Management, LLC | 23,183 | $377.7K | 0.30% | +173+0.8% | Added |
| PFG Investments, LLC | 22,611 | $368.3K | 0.02% | +853+3.9% | Added |
| Cetera Investment Advisers | 20,962 | $341.5K | 0.00% | −425−2.0% | Reduced |
| Mariner, LLC | 20,405 | $332.4K | 0.00% | +82+0.4% | Added |
| Commonwealth Equity Services, LLC | 19,207 | $313.0K | 0.00% | −1,904−9.0% | Reduced |
| Tradition Wealth Management, LLC | 17,765 | $289.4K | 0.03% | −3,341−15.8% | Reduced |
| SOA Wealth Advisors, LLC. | 17,669 | $287.8K | 0.06% | +68+0.4% | Added |
| Creative Planning | 17,143 | $279.3K | 0.00% | +70+0.4% | Added |
| Stephens Inc | 17,070 | $278.1K | 0.00% | +70+0.4% | Added |
| XML Financial, LLC | 16,899 | $275.3K | 0.03% | −8,726−34.1% | Reduced |
| The PNC Financial Services Group, Inc. | 14,264 | $232.4K | 0.00% | +56+0.4% | Added |
| Fiduciary Trust Co | 13,786 | $224.6K | 0.00% | +56+0.4% | Added |
| JPMorgan Chase & Co | 12,529 | $204.1K | 0.00% | −2,293−15.5% | Reduced |
| Gladstone Institutional Advisory LLC | 11,779 | $191.9K | 0.01% | +47+0.4% | Added |
| Kestra Advisory Services, LLC | 11,248 | $187.4K | 0.00% | +11,248 | New |
| Cape Investment Advisory, Inc. | 8,105 | $132.0K | 0.06% | +3,056+60.5% | Added |
| Advisor Group Holdings, Inc. | 6,343 | $103.3K | 0.00% | −662−9.5% | Reduced |
| Newbridge Financial Services Group, Inc. | 5,719 | $93.2K | 0.04% | +93+1.7% | Added |
| Natixis | 4,372 | $71.2K | 0.00% | +18+0.4% | Added |
| Baldwin Brothers Inc | 4,307 | $70.2K | 0.01% | +17+0.4% | Added |
| CoreCap Advisors, LLC | 3,502 | $57.0K | 0.00% | +3,502 | New |
| AllSquare Wealth Management LLC | 2,756 | $44.9K | 0.03% | +11+0.4% | Added |
| EverSource Wealth Advisors, LLC | 2,477 | $38.6K | 0.00% | +20+0.8% | Added |
| Hilltop National Bank | 1,036 | $16.9K | 0.01% | +1,036 | New |
| Heritage Wealth Advisors | 968 | $15.8K | 0.00% | +4+0.4% | Added |
| Rothschild Investment LLC | 924 | $15.1K | 0.00% | +2+0.2% | Added |
| NBC Securities, Inc. | 825 | $13.0K | 0.00% | +3+0.4% | Added |
| Global Financial Private Client, LLC | 351 | $5.68K | 0.00% | +1+0.3% | Added |
| Scarborough Advisors, LLC | 300 | $4.89K | 0.00% | +300 | New |
| RFP Financial Group LLC | 274 | $4.46K | 0.00% | +1+0.4% | Added |
| Bogart Wealth, LLC | 204 | $3.33K | 0.00% | +4+2.0% | Added |
| Ronald Blue Trust, Inc. | 90 | $1.47K | 0.00% | +90 | New |
| Tower Research Capital LLC (TRC) | 6 | $98 | 0.00% | −174−96.7% | Reduced |
| Huntington National Bank | 1 | $16 | 0.00% | −2,500−100.0% | Reduced |
| CIBC Private Wealth Group, LLC | 1 | $16 | 0.00% | +1 | New |
| Pineridge Advisors LLC | 0 | $0 | 0.00% | −8,559−100.0% | Sold out |
| Tucker Asset Management LLC | 0 | $0 | 0.00% | −4,739−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −663−100.0% | Sold out |
| Pittenger & Anderson Inc | 0 | $0 | 0.00% | −328−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −73−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −33−100.0% | Sold out |
| FMR LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |