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, Q3 2024
Institutional positions in Greystone Housing Impact Investors LP as of Sep 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
- 55
- −4 vs. Q2 2024
- Shares held
- 2.02M
- −49.9K (−2.4%) vs. Q2 2024
- Total value
- $28.3M
- −$2.31M (−7.6%) vs. Q2 2024
- New holders
- 3
- 13 more added
- Sold out
- 7
- 16 more reduced
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding Greystone Housing Impact Investors LP; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 361,510 | $5.07M | 0.00% | +104,444+40.6% | Added |
| Equitable Holdings, Inc. | 194,990 | $2.74M | 0.03% | +20,911+12.0% | Added |
| Raymond James Financial Services Advisors, Inc. | 170,099 | $2.39M | 0.00% | −4,586−2.6% | Reduced |
| Raymond James & Associates | 147,123 | $2.06M | 0.00% | −13,459−8.4% | Reduced |
| America First Investment Advisors, LLC | 116,538 | $1.64M | 0.37% | 00.0% | Unchanged |
| Royal Bank of Canada | 109,644 | $1.54M | 0.00% | +8,019+7.9% | Added |
| Bluefin Capital Management, LLC | 103,201 | $1.45M | 0.59% | 00.0% | Unchanged |
| UBS Group AG | 74,242 | $1.04M | 0.00% | +14,410+24.1% | Added |
| Freestone Capital Holdings, LLC | 67,902 | $952.7K | 0.03% | −96,107−58.6% | Reduced |
| Citadel Advisors LLC | 54,698 | $767.4K | 0.00% | +1,677+3.2% | Added |
| Stifel Financial Corp | 48,656 | $682.6K | 0.00% | 00.0% | Unchanged |
| Samalin Investment Counsel, LLC | 43,945 | $616.5K | 0.27% | −17,390−28.4% | Reduced |
| Wells Fargo & Company | 43,938 | $616.5K | 0.00% | 00.0% | Unchanged |
| Aveo Capital Partners, LLC | 31,874 | $447.2K | 0.05% | −2,120−6.2% | Reduced |
| US Bancorp | 30,294 | $425.0K | 0.00% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 30,265 | $424.6K | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 29,180 | $409.4K | 0.00% | +2,299+8.6% | Added |
| LPL Financial LLC | 28,472 | $399.5K | 0.00% | −273−0.9% | Reduced |
| Royal Capital Wealth Management, LLC | 24,924 | $349.7K | 0.25% | +97+0.4% | Added |
| Rockefeller Capital Management L.P. | 24,799 | $347.9K | 0.00% | −9,630−28.0% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 24,577 | $345.0K | 0.00% | +421+1.7% | Added |
| IFG Advisory, LLC | 20,968 | $294.2K | 0.02% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 20,743 | $291.0K | 0.03% | +484+2.4% | Added |
| Mariner, LLC | 20,560 | $288.5K | 0.00% | 00.0% | Unchanged |
| Cetera Investment Advisers | 18,970 | $266.1K | 0.00% | +428+2.3% | Added |
| PFG Investments, LLC | 18,438 | $258.7K | 0.02% | −2,780−13.1% | Reduced |
| SOA Wealth Advisors, LLC. | 17,737 | $248.8K | 0.05% | 00.0% | Unchanged |
| Stephens Inc | 17,140 | $240.5K | 0.00% | 00.0% | Unchanged |
| Creative Planning | 16,222 | $227.6K | 0.00% | 00.0% | Unchanged |
| XML Financial, LLC | 14,208 | $199.3K | 0.02% | −689−4.6% | Reduced |
| Fiduciary Trust Co | 13,843 | $194.2K | 0.00% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 12,769 | $179.1K | 0.00% | −10.0% | Reduced |
| Group One Trading, L.P. | 12,500 | $175.4K | 0.01% | +12,500 | New |
| Commonwealth Equity Services, LLC | 11,862 | $166.0K | 0.00% | −6,967−37.0% | Reduced |
| EverSource Wealth Advisors, LLC | 6,477 | $90.9K | 0.01% | +4,000+161.5% | Added |
| Advisor Group Holdings, Inc. | 6,225 | $87.3K | 0.00% | −2,534−28.9% | Reduced |
| Newbridge Financial Services Group, Inc. | 5,807 | $81.5K | 0.03% | +752+14.9% | Added |
| Natixis | 4,372 | $61.3K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 4,324 | $60.7K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 2,881 | $40.4K | 0.00% | −13,292−82.2% | Reduced |
| AllSquare Wealth Management LLC | 2,767 | $38.8K | 0.02% | 00.0% | Unchanged |
| Jaffetilchin Investment Partners, LLC | 2,243 | $31.5K | 0.00% | +2,243 | New |
| Fortitude Family Office, LLC | 1,381 | $19.4K | 0.01% | +1,381 | New |
| Hilltop National Bank | 1,036 | $14.5K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 972 | $13.6K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 926 | $13.0K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 847 | $11.6K | 0.00% | +749+764.3% | Added |
| NBC Securities, Inc. | 828 | $11.0K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 390 | $5.47K | 0.00% | −1,604−80.4% | Reduced |
| Global Financial Private Client, LLC | 352 | $4.94K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 105 | $1.47K | 0.00% | −1,827−94.6% | Reduced |
| Ronald Blue Trust, Inc. | 90 | $1.33K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 1 | $14 | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 1 | $14 | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 70 | $0 | 0.00% | −1,366−95.1% | Reduced |
| The PNC Financial Services Group, Inc. | 0 | $0 | 0.00% | −14,322−100.0% | Sold out |
| Gladstone Institutional Advisory LLC | 0 | $0 | 0.00% | −11,826−100.0% | Sold out |
| HighTower Advisors, LLC | 0 | $0 | 0.00% | −10,943−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −10,320−100.0% | Sold out |
| Ashton Thomas Private Wealth, LLC | 0 | $0 | 0.00% | −2,074−100.0% | Sold out |
| Scarborough Advisors, LLC | 0 | $0 | 0.00% | −308−100.0% | Sold out |
| RFP Financial Group LLC | 0 | $0 | 0.00% | −275−100.0% | Sold out |