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