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