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, Q2 2024
Institutional positions in Greystone Housing Impact Investors LP as of Jun 30, 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
- 59
- +2 vs. Q1 2024
- Shares held
- 2.07M
- −31.0K (−1.5%) vs. Q1 2024
- Total value
- $30.6M
- −$3.56M (−10.4%) vs. Q1 2024
- New holders
- 6
- 30 more added
- Sold out
- 4
- 15 more reduced
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding Greystone Housing Impact Investors LP; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 257,066 | $3.81M | 0.00% | −23,664−8.4% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 174,685 | $2.59M | 0.00% | −740.0% | Reduced |
| Equitable Holdings, Inc. | 174,079 | $2.58M | 0.03% | +5,499+3.3% | Added |
| Freestone Capital Holdings, LLC | 164,009 | $2.43M | 0.09% | +281+0.2% | Added |
| Raymond James & Associates | 160,582 | $2.38M | 0.00% | −8,653−5.1% | Reduced |
| America First Investment Advisors, LLC | 116,538 | $1.73M | 0.42% | +480+0.4% | Added |
| Bluefin Capital Management, LLC | 103,201 | $1.53M | 0.41% | 00.0% | Unchanged |
| Royal Bank of Canada | 101,625 | $1.50M | 0.00% | +11,413+12.7% | Added |
| Samalin Investment Counsel, LLC | 61,335 | $908.4K | 0.42% | −22,742−27.0% | Reduced |
| UBS Group AG | 59,832 | $886.1K | 0.00% | +15,692+35.6% | Added |
| Citadel Advisors LLC | 53,021 | $785.2K | 0.00% | +21,587+68.7% | Added |
| Stifel Financial Corp | 48,656 | $720.6K | 0.00% | +4,143+9.3% | Added |
| Wells Fargo & Company | 43,938 | $650.7K | 0.00% | +275+0.6% | Added |
| Rockefeller Capital Management L.P. | 34,429 | $509.9K | 0.00% | +290+0.8% | Added |
| Aveo Capital Partners, LLC | 33,994 | $503.5K | 0.06% | 00.0% | Unchanged |
| US Bancorp | 30,294 | $448.7K | 0.00% | +125+0.4% | Added |
| Wealth Enhancement Advisory Services, LLC | 30,265 | $448.2K | 0.00% | +50.0% | Added |
| LPL Financial LLC | 28,745 | $425.7K | 0.00% | −11,908−29.3% | Reduced |
| Bank of America Corp | 26,881 | $398.1K | 0.00% | −115−0.4% | Reduced |
| Royal Capital Wealth Management, LLC | 24,827 | $367.7K | 0.28% | +1,644+7.1% | Added |
| Cambridge Investment Research Advisors, Inc. | 24,156 | $358.0K | 0.00% | +407+1.7% | Added |
| PFG Investments, LLC | 21,218 | $314.2K | 0.02% | −1,393−6.2% | Reduced |
| IFG Advisory, LLC | 20,968 | $310.5K | 0.02% | −14,620−41.1% | Reduced |
| Mariner, LLC | 20,560 | $304.5K | 0.00% | +155+0.8% | Added |
| Tradition Wealth Management, LLC | 20,259 | $300.0K | 0.03% | +2,494+14.0% | Added |
| Commonwealth Equity Services, LLC | 18,829 | $279.0K | 0.00% | −378−2.0% | Reduced |
| Cetera Investment Advisers | 18,542 | $274.6K | 0.00% | −2,420−11.5% | Reduced |
| SOA Wealth Advisors, LLC. | 17,737 | $262.7K | 0.05% | +68+0.4% | Added |
| Stephens Inc | 17,140 | $253.8K | 0.00% | +70+0.4% | Added |
| Creative Planning | 16,222 | $240.2K | 0.00% | −921−5.4% | Reduced |
| JPMorgan Chase & Co | 16,173 | $239.5K | 0.00% | +3,644+29.1% | Added |
| XML Financial, LLC | 14,897 | $220.6K | 0.02% | −2,002−11.8% | Reduced |
| The PNC Financial Services Group, Inc. | 14,322 | $212.1K | 0.00% | +58+0.4% | Added |
| Fiduciary Trust Co | 13,843 | $205.0K | 0.00% | +57+0.4% | Added |
| Private Advisor Group, LLC | 12,770 | $189.1K | 0.00% | +12,770 | New |
| Gladstone Institutional Advisory LLC | 11,826 | $175.1K | 0.01% | +47+0.4% | Added |
| HighTower Advisors, LLC | 10,943 | $162.0K | 0.00% | +10,943 | New |
| Susquehanna International Group, LLP | 10,320 | $152.8K | 0.00% | +10,320 | New |
| Advisor Group Holdings, Inc. | 8,759 | $129.7K | 0.00% | +2,416+38.1% | Added |
| Newbridge Financial Services Group, Inc. | 5,055 | $74.9K | 0.03% | −664−11.6% | Reduced |
| Natixis | 4,372 | $64.7K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 4,324 | $64.0K | 0.00% | +17+0.4% | Added |
| AllSquare Wealth Management LLC | 2,767 | $41.0K | 0.02% | +11+0.4% | Added |
| EverSource Wealth Advisors, LLC | 2,477 | $36.0K | 0.00% | 00.0% | Unchanged |
| Ashton Thomas Private Wealth, LLC | 2,074 | $30.7K | 0.00% | +2,074 | New |
| CoreCap Advisors, LLC | 1,994 | $29.5K | 0.00% | −1,508−43.1% | Reduced |
| Cape Investment Advisory, Inc. | 1,932 | $28.6K | 0.01% | −6,173−76.2% | Reduced |
| Simplex Trading, LLC | 1,436 | $21.0K | 0.00% | +1,436 | New |
| Hilltop National Bank | 1,036 | $15.3K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 972 | $14.4K | 0.00% | +4+0.4% | Added |
| Rothschild Investment LLC | 926 | $13.7K | 0.00% | +2+0.2% | Added |
| NBC Securities, Inc. | 828 | $12.0K | 0.00% | +3+0.4% | Added |
| Global Financial Private Client, LLC | 352 | $5.21K | 0.00% | +1+0.3% | Added |
| Scarborough Advisors, LLC | 308 | $4.56K | 0.00% | +8+2.7% | Added |
| RFP Financial Group LLC | 275 | $4.07K | 0.00% | +1+0.4% | Added |
| Ronald Blue Trust, Inc. | 90 | $1.47K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 98 | $1.45K | 0.00% | +98 | New |
| Huntington National Bank | 1 | $15 | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 1 | $14 | 0.00% | 00.0% | Unchanged |
| Octavia Wealth Advisors, LLC | 0 | $0 | 0.00% | −30,876−100.0% | Sold out |
| Kestra Advisory Services, LLC | 0 | $0 | 0.00% | −11,248−100.0% | Sold out |
| Bogart Wealth, LLC | 0 | $0 | 0.00% | −204−100.0% | Sold out |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −6−100.0% | Sold out |