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