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, Q4 2024
Institutional positions in Greystone Housing Impact Investors LP as of Dec 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
- +5 vs. Q3 2024
- Shares held
- 2.16M
- +556.9K (+34.8%) vs. Q3 2024
- Total value
- $22.1M
- −$303.4K (−1.4%) vs. Q3 2024
- New holders
- 15
- 13 more added
- Sold out
- 10
- 16 more reduced
3 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Greystone Housing Impact Investors LP; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 359,716 | $3.69M | 0.00% | −1,794−0.5% | Reduced |
| Raymond James Financial Inc | 316,055 | $3.24M | 0.00% | +316,055 | New |
| Equitable Holdings, Inc. | 222,701 | $2.28M | 0.02% | +27,711+14.2% | Added |
| Citadel Advisors LLC | 168,286 | $1.72M | 0.00% | +113,588+207.7% | Added |
| Royal Bank of Canada | 151,971 | $1.56M | 0.00% | +42,327+38.6% | Added |
| UBS Group AG | 115,107 | $1.18M | 0.00% | +40,865+55.0% | Added |
| Samalin Investment Counsel, LLC | 61,826 | $633.7K | 0.27% | +17,881+40.7% | Added |
| Bullseye Investment Management, LLC | 59,124 | $627.9K | 0.42% | +59,124 | New |
| America First Investment Advisors, LLC | 56,731 | $581.5K | 0.13% | −59,807−51.3% | Reduced |
| Stifel Financial Corp | 51,017 | $522.9K | 0.00% | +2,361+4.9% | Added |
| Susquehanna International Group, LLP | 47,730 | $489.2K | 0.00% | +47,730 | New |
| Wells Fargo & Company | 36,369 | $372.8K | 0.00% | −7,569−17.2% | Reduced |
| Jane Street Group, LLC | 34,254 | $351.1K | 0.00% | +34,254 | New |
| US Bancorp | 30,294 | $310.5K | 0.00% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 30,265 | $310.2K | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 28,156 | $288.6K | 0.00% | −1,024−3.5% | Reduced |
| Freestone Capital Holdings, LLC | 25,297 | $259.3K | 0.01% | −42,605−62.7% | Reduced |
| Rockefeller Capital Management L.P. | 23,720 | $243.1K | 0.00% | −1,079−4.4% | Reduced |
| LPL Financial LLC | 23,274 | $238.6K | 0.00% | −5,198−18.3% | Reduced |
| Royal Capital Wealth Management, LLC | 20,826 | $213.5K | 0.15% | −4,098−16.4% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 20,750 | $213.0K | 0.00% | −3,827−15.6% | Reduced |
| Cetera Investment Advisers | 19,001 | $194.8K | 0.00% | +31+0.2% | Added |
| IFG Advisory, LLC | 17,868 | $183.1K | 0.01% | −3,100−14.8% | Reduced |
| PFG Investments, LLC | 17,610 | $180.5K | 0.01% | −828−4.5% | Reduced |
| SOA Wealth Advisors, LLC. | 17,471 | $179.1K | 0.03% | −266−1.5% | Reduced |
| Stephens Inc | 17,140 | $175.7K | 0.00% | 00.0% | Unchanged |
| Integrity Alliance, LLC. | 16,534 | $169.5K | 0.02% | +16,534 | New |
| Creative Planning | 16,251 | $166.6K | 0.00% | +29+0.2% | Added |
| Virtu Financial LLC | 16,001 | $164.0K | 0.01% | +16,001 | New |
| Mariner, LLC | 15,370 | $157.5K | 0.00% | −5,190−25.2% | Reduced |
| Jump Financial, LLC | 14,792 | $151.6K | 0.00% | +14,792 | New |
| Fiduciary Trust Co | 13,843 | $141.9K | 0.00% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 13,389 | $137.0K | 0.00% | +1,527+12.9% | Added |
| GWM Advisors LLC | 13,106 | $134.3K | 0.00% | +13,106 | New |
| Wiley Bros.-Aintree Capital, LLC | 12,005 | $131.6K | 0.00% | +12,005 | New |
| Kestra Advisory Services, LLC | 10,183 | $104.4K | 0.00% | +10,183 | New |
| EverSource Wealth Advisors, LLC | 7,477 | $76.6K | 0.00% | +1,000+15.4% | Added |
| Newbridge Financial Services Group, Inc. | 5,907 | $60.5K | 0.02% | +100+1.7% | Added |
| Advisor Group Holdings, Inc. | 5,858 | $60.0K | 0.00% | −367−5.9% | Reduced |
| Simplex Trading, LLC | 5,233 | $53.0K | 0.00% | +5,163+7,375.7% | Added |
| Natixis | 4,372 | $44.8K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 2,767 | $28.4K | 0.02% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 2,424 | $24.8K | 0.00% | −457−15.9% | Reduced |
| Tower Research Capital LLC (TRC) | 1,737 | $17.8K | 0.00% | +1,737 | New |
| Hilltop National Bank | 1,036 | $10.6K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 972 | $9.96K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 926 | $9.49K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 701 | $7.18K | 0.00% | +701 | New |
| MAI Capital Management | 689 | $7.06K | 0.00% | +689 | New |
| CoreCap Advisors, LLC | 390 | $4.00K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 352 | $3.61K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 226 | $2.32K | 0.00% | −621−73.3% | Reduced |
| Barclays PLC | 212 | $2.17K | 0.00% | +212 | New |
| Cape Investment Advisory, Inc. | 108 | $1.11K | 0.00% | +3+2.9% | Added |
| CIBC Private Wealth Group, LLC | 1 | $12 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 1 | $10 | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 1 | $10 | 0.00% | +1 | New |
| Aveo Capital Partners, LLC | 0 | $0 | 0.00% | −31,874−100.0% | Sold out |
| Tradition Wealth Management, LLC | 0 | $0 | 0.00% | −20,743−100.0% | Sold out |
| XML Financial, LLC | 0 | $0 | 0.00% | −14,208−100.0% | Sold out |
| Private Advisor Group, LLC | 0 | $0 | 0.00% | −12,769−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −12,500−100.0% | Sold out |
| Baldwin Brothers Inc | 0 | $0 | 0.00% | −4,324−100.0% | Sold out |
| Jaffetilchin Investment Partners, LLC | 0 | $0 | 0.00% | −2,243−100.0% | Sold out |
| Fortitude Family Office, LLC | 0 | $0 | 0.00% | −1,381−100.0% | Sold out |
| NBC Securities, Inc. | 0 | $0 | 0.00% | −828−100.0% | Sold out |
| Ronald Blue Trust, Inc. | 0 | $0 | 0.00% | −90−100.0% | Sold out |
| Raymond James Financial Services Advisors, Inc. | – | – | – | – | Not filed |
| Raymond James & Associates | – | – | – | – | Not filed |
| Bluefin Capital Management, LLC | – | – | – | – | Not filed |