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.
| 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, Q1 2025
Shares, value and share of portfolio for each institution holding Greystone Housing Impact Investors LP; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Huntington National Bank | 1 | $12 | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 1 | $12 | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 2 | $22 | 0.00% | +1+100.0% | Added |
| Barclays PLC | 9 | $111 | 0.00% | −203−95.8% | Reduced |
| Hexagon Capital Partners LLC | 62 | $764 | 0.00% | +62 | New |
| Cape Investment Advisory, Inc. | 111 | $1.37K | 0.00% | +3+2.8% | Added |
| Global Financial Private Client, LLC | 352 | $4.34K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 390 | $4.81K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 524 | $6.00K | 0.00% | −4,709−90.0% | Reduced |
| Geneos Wealth Management Inc. | 701 | $8.64K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 828 | $10.0K | 0.00% | +828 | New |
| Rothschild Investment LLC | 926 | $11.4K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 972 | $12.0K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 1,069 | $13.6K | 0.00% | +843+373.0% | Added |
| AllSquare Wealth Management LLC | 2,767 | $34.1K | 0.02% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 4,625 | $57.0K | 0.00% | +2,201+90.8% | Added |
| EverSource Wealth Advisors, LLC | 7,477 | $92.2K | 0.01% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 8,171 | $100.7K | 0.00% | +2,313+39.5% | Added |
| Wiley Bros.-Aintree Capital, LLC | 12,005 | $153.2K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 13,106 | $161.6K | 0.00% | 00.0% | Unchanged |
| IFG Advisory, LLC | 13,268 | $163.6K | 0.01% | −4,600−25.7% | Reduced |
| Fiduciary Trust Co | 13,843 | $170.7K | 0.00% | 00.0% | Unchanged |
| PFG Investments, LLC | 15,165 | $187.0K | 0.01% | −2,445−13.9% | Reduced |
| Mariner, LLC | 16,012 | $197.4K | 0.00% | +642+4.2% | Added |
| Creative Planning | 16,280 | $200.7K | 0.00% | +29+0.2% | Added |
| We Are One Seven, LLC | 16,444 | $202.8K | 0.01% | +16,444 | New |
| Integrity Alliance, LLC. | 16,534 | $203.9K | 0.01% | 00.0% | Unchanged |
| Stephens Inc | 17,140 | $211.3K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 17,471 | $215.4K | 0.04% | 00.0% | Unchanged |
| Cetera Investment Advisers | 17,475 | $215.5K | 0.00% | −1,526−8.0% | Reduced |
| Lido Advisors, LLC | 18,155 | $230.6K | 0.00% | +18,155 | New |
| Royal Capital Wealth Management, LLC | 20,826 | $256.8K | 0.18% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 21,248 | $262.0K | 0.00% | +498+2.4% | Added |
| LPL Financial LLC | 24,601 | $303.3K | 0.00% | +1,327+5.7% | Added |
| Bank of America Corp | 30,043 | $370.4K | 0.00% | +1,887+6.7% | Added |
| Wealth Enhancement Advisory Services, LLC | 30,699 | $378.5K | 0.00% | +434+1.4% | Added |
| US Bancorp | 30,928 | $381.3K | 0.00% | +634+2.1% | Added |
| Wells Fargo & Company | 38,770 | $478.0K | 0.00% | +2,401+6.6% | Added |
| Freestone Capital Holdings, LLC | 40,927 | $504.6K | 0.02% | +15,630+61.8% | Added |
| Susquehanna International Group, LLP | 41,096 | $506.7K | 0.00% | −6,634−13.9% | Reduced |
| Samalin Investment Counsel, LLC | 49,820 | $614.3K | 0.25% | −12,006−19.4% | Reduced |
| Stifel Financial Corp | 55,175 | $680.3K | 0.00% | +4,158+8.2% | Added |
| America First Investment Advisors, LLC | 56,772 | $700.0K | 0.15% | +41+0.1% | Added |
| Bullseye Investment Management, LLC | 84,189 | $1.04M | 0.63% | +25,065+42.4% | Added |
| Citadel Advisors LLC | 92,290 | $1.14M | 0.00% | −75,996−45.2% | Reduced |
| UBS Group AG | 98,182 | $1.21M | 0.00% | −16,925−14.7% | Reduced |
| Bluefin Capital Management, LLC | 103,201 | $1.27M | 1.02% | +103,201 | New |
| Royal Bank of Canada | 166,134 | $2.05M | 0.00% | +14,163+9.3% | Added |
| Equitable Holdings, Inc. | 186,405 | $2.30M | 0.02% | −36,296−16.3% | Reduced |
| Morgan Stanley | 269,496 | $3.32M | 0.00% | −90,220−25.1% | Reduced |
| Raymond James Financial Inc | 340,762 | $4.20M | 0.00% | +24,707+7.8% | Added |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −34,254−100.0% | Sold out |
| Rockefeller Capital Management L.P. | 0 | $0 | 0.00% | −23,720−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −16,001−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −14,792−100.0% | Sold out |
| Commonwealth Equity Services, LLC | 0 | $0 | 0.00% | −13,389−100.0% | Sold out |
| Kestra Advisory Services, LLC | 0 | $0 | 0.00% | −10,183−100.0% | Sold out |
| Newbridge Financial Services Group, Inc. | 0 | $0 | 0.00% | −5,907−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −4,372−100.0% | Sold out |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −1,737−100.0% | Sold out |
| MAI Capital Management | 0 | $0 | 0.00% | −689−100.0% | Sold out |
| Hilltop National Bank | – | – | – | – | Not filed |