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, Q2 2025
Institutional positions in Greystone Housing Impact Investors LP as of Jun 30, 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
- 0 vs. Q1 2025
- Shares held
- 2.07M
- +58.7K (+2.9%) vs. Q1 2025
- Total value
- $23.5M
- −$1.29M (−5.2%) vs. Q1 2025
- New holders
- 9
- 13 more added
- Sold out
- 9
- 16 more reduced
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding Greystone Housing Impact Investors LP; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Raymond James Financial Inc | 335,947 | $3.80M | 0.00% | −4,815−1.4% | Reduced |
| Morgan Stanley | 313,452 | $3.55M | 0.00% | +43,956+16.3% | Added |
| Equitable Holdings, Inc. | 209,095 | $2.37M | 0.02% | +22,690+12.2% | Added |
| Royal Bank of Canada | 173,285 | $1.96M | 0.00% | +7,151+4.3% | Added |
| America First Investment Advisors, LLC | 120,189 | $1.36M | 0.27% | +63,417+111.7% | Added |
| Bluefin Capital Management, LLC | 103,201 | $1.17M | 0.90% | 00.0% | Unchanged |
| Bullseye Investment Management, LLC | 84,189 | $1.04M | 0.63% | 00.0% | Unchanged |
| UBS Group AG | 77,476 | $877.0K | 0.00% | −20,706−21.1% | Reduced |
| Stifel Financial Corp | 53,094 | $601.0K | 0.00% | −2,081−3.8% | Reduced |
| Samalin Investment Counsel, LLC | 46,541 | $526.9K | 0.20% | −3,279−6.6% | Reduced |
| Larson Financial Group LLC | 41,790 | $473.1K | 0.02% | +41,790 | New |
| Freestone Capital Holdings, LLC | 40,927 | $463.3K | 0.02% | 00.0% | Unchanged |
| Wells Fargo & Company | 39,864 | $451.3K | 0.00% | +1,094+2.8% | Added |
| Susquehanna International Group, LLP | 35,370 | $400.4K | 0.00% | −5,726−13.9% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 30,699 | $352.4K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 30,928 | $350.1K | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 28,156 | $318.7K | 0.00% | −1,887−6.3% | Reduced |
| Fiduciary Trust Co | 27,395 | $310.1K | 0.00% | +13,552+97.9% | Added |
| Cambridge Investment Research Advisors, Inc. | 21,525 | $244.0K | 0.00% | +277+1.3% | Added |
| Gsa Capital Partners LLP | 21,307 | $241.0K | 0.02% | +21,307 | New |
| Citadel Advisors LLC | 20,387 | $230.8K | 0.00% | −71,903−77.9% | Reduced |
| LPL Financial LLC | 18,166 | $205.6K | 0.00% | −6,435−26.2% | Reduced |
| Royal Capital Wealth Management, LLC | 17,996 | $203.7K | 0.14% | −2,830−13.6% | Reduced |
| Stephens Inc | 17,140 | $194.0K | 0.00% | 00.0% | Unchanged |
| Cetera Investment Advisers | 16,763 | $189.8K | 0.00% | −712−4.1% | Reduced |
| Integrity Alliance, LLC. | 16,534 | $187.2K | 0.01% | 00.0% | Unchanged |
| Creative Planning | 16,311 | $184.6K | 0.00% | +31+0.2% | Added |
| Savvy Advisors, Inc. | 15,850 | $179.4K | 0.01% | +15,850 | New |
| SOA Wealth Advisors, LLC. | 14,472 | $163.8K | 0.03% | −2,999−17.2% | Reduced |
| PFG Investments, LLC | 13,415 | $151.9K | 0.01% | −1,750−11.5% | Reduced |
| GWM Advisors LLC | 13,106 | $148.4K | 0.00% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 11,316 | $128.1K | 0.00% | −689−5.7% | Reduced |
| Commonwealth Equity Services, LLC | 10,443 | $118.0K | 0.00% | +10,443 | New |
| EverSource Wealth Advisors, LLC | 8,727 | $98.8K | 0.00% | +1,250+16.7% | Added |
| Advisor Group Holdings, Inc. | 8,002 | $90.6K | 0.00% | −169−2.1% | Reduced |
| Motco | 4,152 | $45.8K | 0.00% | +4,152 | New |
| Ameritas Advisory Services, LLC | 3,238 | $36.6K | 0.00% | +3,238 | New |
| AllSquare Wealth Management LLC | 2,767 | $31.3K | 0.02% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 2,424 | $27.4K | 0.00% | −2,201−47.6% | Reduced |
| Geneos Wealth Management Inc. | 1,402 | $15.9K | 0.00% | +701+100.0% | Added |
| Simplex Trading, LLC | 1,355 | $15.0K | 0.00% | +831+158.6% | Added |
| Hilltop National Bank | 1,036 | $11.7K | 0.00% | +1,036 | New |
| Heritage Wealth Advisors | 972 | $11.0K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 828 | $9.00K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 390 | $4.42K | 0.00% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 344 | $3.89K | 0.00% | +344 | New |
| Cape Investment Advisory, Inc. | 114 | $1.29K | 0.00% | +3+2.7% | Added |
| Barclays PLC | 57 | $645 | 0.00% | +48+533.3% | Added |
| CIBC Private Wealth Group, LLC | 1 | $11 | 0.00% | −1−50.0% | Reduced |
| Huntington National Bank | 1 | $11 | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1 | $11 | 0.00% | +1 | New |
| Lido Advisors, LLC | 0 | $0 | 0.00% | −18,155−100.0% | Sold out |
| We Are One Seven, LLC | 0 | $0 | 0.00% | −16,444−100.0% | Sold out |
| Mariner, LLC | 0 | $0 | 0.00% | −16,012−100.0% | Sold out |
| IFG Advisory, LLC | 0 | $0 | 0.00% | −13,268−100.0% | Sold out |
| Jones Financial Companies LLLP | 0 | $0 | 0.00% | −1,069−100.0% | Sold out |
| Rothschild Investment LLC | 0 | $0 | 0.00% | −926−100.0% | Sold out |
| Global Financial Private Client, LLC | 0 | $0 | 0.00% | −352−100.0% | Sold out |
| Hexagon Capital Partners LLC | 0 | $0 | 0.00% | −62−100.0% | Sold out |
| Millstone Evans Group, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |