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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, Q1 2025

Institutional positions in Greystone Housing Impact Investors LP as of Mar 31, 2025. 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
51
−5 vs. Q4 2024
Shares held
2.01M
−140.9K (−6.5%) vs. Q4 2024
Total value
$24.8M
+$2.73M (+12.3%) vs. Q4 2024
New holders
5
19 more added
Sold out
10
11 more reduced

1 institution that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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.

Institutional holdersQ1 2025: 51 institutions
Q1 2021: 67 institutionsQ2 2021: 66 institutionsQ3 2021: 63 institutionsQ4 2021: 68 institutionsQ1 2022: 55 institutionsQ2 2022: 45 institutionsQ3 2022: 49 institutionsQ4 2022: 53 institutionsQ1 2023: 50 institutionsQ2 2023: 47 institutionsQ3 2023: 50 institutionsQ4 2023: 57 institutionsQ1 2024: 57 institutionsQ2 2024: 59 institutionsQ3 2024: 55 institutionsQ4 2024: 57 institutionsQ1 2025: 51 institutionsQ2 2025: 51 institutionsQ3 2025: 50 institutionsQ4 2025: 46 institutionsQ1 2026: 40 institutionsQ2 2026: 37 institutions
Value heldQ1 2025: $24.8M
Q1 2021: $40.4MQ2 2021: $46.4MQ3 2021: $43.1MQ4 2021: $47.0MQ1 2022: $29.9MQ2 2022: $36.0MQ3 2022: $34.5MQ4 2022: $36.9MQ1 2023: $38.4MQ2 2023: $36.2MQ3 2023: $33.3MQ4 2023: $34.9MQ1 2024: $34.2MQ2 2024: $30.6MQ3 2024: $28.3MQ4 2024: $22.1MQ1 2025: $24.8MQ2 2025: $23.5MQ3 2025: $22.0MQ4 2025: $16.8MQ1 2026: $10.7MQ2 2026: $11.1M
Institutions holding GHI and their total value by quarter
QuarterHoldersValue
Q2 202637$11.1M
Q1 202640$10.7M
Q4 202546$16.8M
Q3 202550$22.0M
Q2 202551$23.5M
Q1 202551$24.8M
Q4 202457$22.1M
Q3 202455$28.3M
Q2 202459$30.6M
Q1 202457$34.2M
Q4 202357$34.9M
Q3 202350$33.3M
Q2 202347$36.2M
Q1 202350$38.4M
Q4 202253$36.9M
Q3 202249$34.5M
Q2 202245$36.0M
Q1 202255$29.9M
Q4 202168$47.0M
Q3 202163$43.1M
Q2 202166$46.4M
Q1 202167$40.4M

Institutions, Q1 2025

Shares, value and share of portfolio for each institution holding Greystone Housing Impact Investors LP; share changes are against Q4 2024.

Institutions holding GHI in Q1 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Raymond James Financial Inc340,762$4.20M0.00%+24,707+7.8%Added
Morgan Stanley269,496$3.32M0.00%−90,220−25.1%Reduced
Equitable Holdings, Inc.186,405$2.30M0.02%−36,296−16.3%Reduced
Royal Bank of Canada166,134$2.05M0.00%+14,163+9.3%Added
Bluefin Capital Management, LLC103,201$1.27M1.02%+103,201New
UBS Group AG98,182$1.21M0.00%−16,925−14.7%Reduced
Citadel Advisors LLC92,290$1.14M0.00%−75,996−45.2%Reduced
Bullseye Investment Management, LLC84,189$1.04M0.63%+25,065+42.4%Added
America First Investment Advisors, LLC56,772$700.0K0.15%+41+0.1%Added
Stifel Financial Corp55,175$680.3K0.00%+4,158+8.2%Added
Samalin Investment Counsel, LLC49,820$614.3K0.25%−12,006−19.4%Reduced
Susquehanna International Group, LLP41,096$506.7K0.00%−6,634−13.9%Reduced
Freestone Capital Holdings, LLC40,927$504.6K0.02%+15,630+61.8%Added
Wells Fargo & Company38,770$478.0K0.00%+2,401+6.6%Added
US Bancorp30,928$381.3K0.00%+634+2.1%Added
Wealth Enhancement Advisory Services, LLC30,699$378.5K0.00%+434+1.4%Added
Bank of America Corp30,043$370.4K0.00%+1,887+6.7%Added
LPL Financial LLC24,601$303.3K0.00%+1,327+5.7%Added
Cambridge Investment Research Advisors, Inc.21,248$262.0K0.00%+498+2.4%Added
Royal Capital Wealth Management, LLC20,826$256.8K0.18%00.0%Unchanged
Lido Advisors, LLC18,155$230.6K0.00%+18,155New
Cetera Investment Advisers17,475$215.5K0.00%−1,526−8.0%Reduced
SOA Wealth Advisors, LLC.17,471$215.4K0.04%00.0%Unchanged
Stephens Inc17,140$211.3K0.00%00.0%Unchanged
Integrity Alliance, LLC.16,534$203.9K0.01%00.0%Unchanged
We Are One Seven, LLC16,444$202.8K0.01%+16,444New
Creative Planning16,280$200.7K0.00%+29+0.2%Added
Mariner, LLC16,012$197.4K0.00%+642+4.2%Added
PFG Investments, LLC15,165$187.0K0.01%−2,445−13.9%Reduced
Fiduciary Trust Co13,843$170.7K0.00%00.0%Unchanged
IFG Advisory, LLC13,268$163.6K0.01%−4,600−25.7%Reduced
GWM Advisors LLC13,106$161.6K0.00%00.0%Unchanged
Wiley Bros.-Aintree Capital, LLC12,005$153.2K0.00%00.0%Unchanged
Advisor Group Holdings, Inc.8,171$100.7K0.00%+2,313+39.5%Added
EverSource Wealth Advisors, LLC7,477$92.2K0.01%00.0%Unchanged
JPMorgan Chase & Co4,625$57.0K0.00%+2,201+90.8%Added
AllSquare Wealth Management LLC2,767$34.1K0.02%00.0%Unchanged
Jones Financial Companies LLLP1,069$13.6K0.00%+843+373.0%Added
Heritage Wealth Advisors972$12.0K0.00%00.0%Unchanged
Rothschild Investment LLC926$11.4K0.00%00.0%Unchanged
NBC Securities, Inc.828$10.0K0.00%+828New
Geneos Wealth Management Inc.701$8.64K0.00%00.0%Unchanged
Simplex Trading, LLC524$6.00K0.00%−4,709−90.0%Reduced
CoreCap Advisors, LLC390$4.81K0.00%00.0%Unchanged
Global Financial Private Client, LLC352$4.34K0.00%00.0%Unchanged
Cape Investment Advisory, Inc.111$1.37K0.00%+3+2.8%Added
Hexagon Capital Partners LLC62$7640.00%+62New
Barclays PLC9$1110.00%−203−95.8%Reduced
CIBC Private Wealth Group, LLC2$220.00%+1+100.0%Added
Huntington National Bank1$120.00%00.0%Unchanged
Millstone Evans Group, LLC1$120.00%00.0%Unchanged
Jane Street Group, LLC0$00.00%−34,254−100.0%Sold out
Rockefeller Capital Management L.P.0$00.00%−23,720−100.0%Sold out
Virtu Financial LLC0$00.00%−16,001−100.0%Sold out
Jump Financial, LLC0$00.00%−14,792−100.0%Sold out
Commonwealth Equity Services, LLC0$00.00%−13,389−100.0%Sold out
Kestra Advisory Services, LLC0$00.00%−10,183−100.0%Sold out
Newbridge Financial Services Group, Inc.0$00.00%−5,907−100.0%Sold out
Natixis0$00.00%−4,372−100.0%Sold out
Tower Research Capital LLC (TRC)0$00.00%−1,737−100.0%Sold out
MAI Capital Management0$00.00%−689−100.0%Sold out
Hilltop National Bank––––Not filed