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 |
|---|---|---|---|---|---|
| Huntington National Bank | 1 | $10 | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 1 | $10 | 0.00% | +1 | New |
| CIBC Private Wealth Group, LLC | 1 | $12 | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 108 | $1.11K | 0.00% | +3+2.9% | Added |
| Barclays PLC | 212 | $2.17K | 0.00% | +212 | New |
| Jones Financial Companies LLLP | 226 | $2.32K | 0.00% | −621−73.3% | Reduced |
| Global Financial Private Client, LLC | 352 | $3.61K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 390 | $4.00K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 689 | $7.06K | 0.00% | +689 | New |
| Geneos Wealth Management Inc. | 701 | $7.18K | 0.00% | +701 | New |
| Rothschild Investment LLC | 926 | $9.49K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 972 | $9.96K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 1,036 | $10.6K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,737 | $17.8K | 0.00% | +1,737 | New |
| JPMorgan Chase & Co | 2,424 | $24.8K | 0.00% | −457−15.9% | Reduced |
| AllSquare Wealth Management LLC | 2,767 | $28.4K | 0.02% | 00.0% | Unchanged |
| Natixis | 4,372 | $44.8K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 5,233 | $53.0K | 0.00% | +5,163+7,375.7% | Added |
| Advisor Group Holdings, Inc. | 5,858 | $60.0K | 0.00% | −367−5.9% | Reduced |
| Newbridge Financial Services Group, Inc. | 5,907 | $60.5K | 0.02% | +100+1.7% | Added |
| EverSource Wealth Advisors, LLC | 7,477 | $76.6K | 0.00% | +1,000+15.4% | Added |
| Kestra Advisory Services, LLC | 10,183 | $104.4K | 0.00% | +10,183 | New |
| Wiley Bros.-Aintree Capital, LLC | 12,005 | $131.6K | 0.00% | +12,005 | New |
| GWM Advisors LLC | 13,106 | $134.3K | 0.00% | +13,106 | New |
| Commonwealth Equity Services, LLC | 13,389 | $137.0K | 0.00% | +1,527+12.9% | Added |
| Fiduciary Trust Co | 13,843 | $141.9K | 0.00% | 00.0% | Unchanged |
| Jump Financial, LLC | 14,792 | $151.6K | 0.00% | +14,792 | New |
| Mariner, LLC | 15,370 | $157.5K | 0.00% | −5,190−25.2% | Reduced |
| Virtu Financial LLC | 16,001 | $164.0K | 0.01% | +16,001 | New |
| Creative Planning | 16,251 | $166.6K | 0.00% | +29+0.2% | Added |
| Integrity Alliance, LLC. | 16,534 | $169.5K | 0.02% | +16,534 | New |
| Stephens Inc | 17,140 | $175.7K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 17,471 | $179.1K | 0.03% | −266−1.5% | Reduced |
| PFG Investments, LLC | 17,610 | $180.5K | 0.01% | −828−4.5% | Reduced |
| IFG Advisory, LLC | 17,868 | $183.1K | 0.01% | −3,100−14.8% | Reduced |
| Cetera Investment Advisers | 19,001 | $194.8K | 0.00% | +31+0.2% | Added |
| Cambridge Investment Research Advisors, Inc. | 20,750 | $213.0K | 0.00% | −3,827−15.6% | Reduced |
| Royal Capital Wealth Management, LLC | 20,826 | $213.5K | 0.15% | −4,098−16.4% | Reduced |
| LPL Financial LLC | 23,274 | $238.6K | 0.00% | −5,198−18.3% | Reduced |
| Rockefeller Capital Management L.P. | 23,720 | $243.1K | 0.00% | −1,079−4.4% | Reduced |
| Freestone Capital Holdings, LLC | 25,297 | $259.3K | 0.01% | −42,605−62.7% | Reduced |
| Bank of America Corp | 28,156 | $288.6K | 0.00% | −1,024−3.5% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 30,265 | $310.2K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 30,294 | $310.5K | 0.00% | 00.0% | Unchanged |
| Jane Street Group, LLC | 34,254 | $351.1K | 0.00% | +34,254 | New |
| Wells Fargo & Company | 36,369 | $372.8K | 0.00% | −7,569−17.2% | Reduced |
| Susquehanna International Group, LLP | 47,730 | $489.2K | 0.00% | +47,730 | New |
| Stifel Financial Corp | 51,017 | $522.9K | 0.00% | +2,361+4.9% | Added |
| America First Investment Advisors, LLC | 56,731 | $581.5K | 0.13% | −59,807−51.3% | Reduced |
| Bullseye Investment Management, LLC | 59,124 | $627.9K | 0.42% | +59,124 | New |
| Samalin Investment Counsel, LLC | 61,826 | $633.7K | 0.27% | +17,881+40.7% | Added |
| UBS Group AG | 115,107 | $1.18M | 0.00% | +40,865+55.0% | Added |
| Royal Bank of Canada | 151,971 | $1.56M | 0.00% | +42,327+38.6% | Added |
| Citadel Advisors LLC | 168,286 | $1.72M | 0.00% | +113,588+207.7% | Added |
| Equitable Holdings, Inc. | 222,701 | $2.28M | 0.02% | +27,711+14.2% | Added |
| Raymond James Financial Inc | 316,055 | $3.24M | 0.00% | +316,055 | New |
| Morgan Stanley | 359,716 | $3.69M | 0.00% | −1,794−0.5% | Reduced |
| 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 |