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 |
|---|---|---|---|---|---|
| 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 |
| Barclays PLC | 57 | $645 | 0.00% | +48+533.3% | Added |
| Cape Investment Advisory, Inc. | 114 | $1.29K | 0.00% | +3+2.7% | Added |
| Scarborough Advisors, LLC | 344 | $3.89K | 0.00% | +344 | New |
| CoreCap Advisors, LLC | 390 | $4.42K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 828 | $9.00K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 972 | $11.0K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 1,036 | $11.7K | 0.00% | +1,036 | New |
| Simplex Trading, LLC | 1,355 | $15.0K | 0.00% | +831+158.6% | Added |
| Geneos Wealth Management Inc. | 1,402 | $15.9K | 0.00% | +701+100.0% | Added |
| JPMorgan Chase & Co | 2,424 | $27.4K | 0.00% | −2,201−47.6% | Reduced |
| AllSquare Wealth Management LLC | 2,767 | $31.3K | 0.02% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 3,238 | $36.6K | 0.00% | +3,238 | New |
| Motco | 4,152 | $45.8K | 0.00% | +4,152 | New |
| Advisor Group Holdings, Inc. | 8,002 | $90.6K | 0.00% | −169−2.1% | Reduced |
| EverSource Wealth Advisors, LLC | 8,727 | $98.8K | 0.00% | +1,250+16.7% | Added |
| Commonwealth Equity Services, LLC | 10,443 | $118.0K | 0.00% | +10,443 | New |
| Wiley Bros.-Aintree Capital, LLC | 11,316 | $128.1K | 0.00% | −689−5.7% | Reduced |
| GWM Advisors LLC | 13,106 | $148.4K | 0.00% | 00.0% | Unchanged |
| PFG Investments, LLC | 13,415 | $151.9K | 0.01% | −1,750−11.5% | Reduced |
| SOA Wealth Advisors, LLC. | 14,472 | $163.8K | 0.03% | −2,999−17.2% | Reduced |
| Savvy Advisors, Inc. | 15,850 | $179.4K | 0.01% | +15,850 | New |
| Creative Planning | 16,311 | $184.6K | 0.00% | +31+0.2% | Added |
| Integrity Alliance, LLC. | 16,534 | $187.2K | 0.01% | 00.0% | Unchanged |
| Cetera Investment Advisers | 16,763 | $189.8K | 0.00% | −712−4.1% | Reduced |
| Stephens Inc | 17,140 | $194.0K | 0.00% | 00.0% | Unchanged |
| Royal Capital Wealth Management, LLC | 17,996 | $203.7K | 0.14% | −2,830−13.6% | Reduced |
| LPL Financial LLC | 18,166 | $205.6K | 0.00% | −6,435−26.2% | Reduced |
| Citadel Advisors LLC | 20,387 | $230.8K | 0.00% | −71,903−77.9% | Reduced |
| Gsa Capital Partners LLP | 21,307 | $241.0K | 0.02% | +21,307 | New |
| Cambridge Investment Research Advisors, Inc. | 21,525 | $244.0K | 0.00% | +277+1.3% | Added |
| Fiduciary Trust Co | 27,395 | $310.1K | 0.00% | +13,552+97.9% | Added |
| Bank of America Corp | 28,156 | $318.7K | 0.00% | −1,887−6.3% | Reduced |
| US Bancorp | 30,928 | $350.1K | 0.00% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 30,699 | $352.4K | 0.00% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 35,370 | $400.4K | 0.00% | −5,726−13.9% | Reduced |
| Wells Fargo & Company | 39,864 | $451.3K | 0.00% | +1,094+2.8% | Added |
| Freestone Capital Holdings, LLC | 40,927 | $463.3K | 0.02% | 00.0% | Unchanged |
| Larson Financial Group LLC | 41,790 | $473.1K | 0.02% | +41,790 | New |
| Samalin Investment Counsel, LLC | 46,541 | $526.9K | 0.20% | −3,279−6.6% | Reduced |
| Stifel Financial Corp | 53,094 | $601.0K | 0.00% | −2,081−3.8% | Reduced |
| UBS Group AG | 77,476 | $877.0K | 0.00% | −20,706−21.1% | Reduced |
| Bullseye Investment Management, LLC | 84,189 | $1.04M | 0.63% | 00.0% | Unchanged |
| Bluefin Capital Management, LLC | 103,201 | $1.17M | 0.90% | 00.0% | Unchanged |
| America First Investment Advisors, LLC | 120,189 | $1.36M | 0.27% | +63,417+111.7% | Added |
| Royal Bank of Canada | 173,285 | $1.96M | 0.00% | +7,151+4.3% | Added |
| Equitable Holdings, Inc. | 209,095 | $2.37M | 0.02% | +22,690+12.2% | Added |
| Morgan Stanley | 313,452 | $3.55M | 0.00% | +43,956+16.3% | Added |
| Raymond James Financial Inc | 335,947 | $3.80M | 0.00% | −4,815−1.4% | Reduced |
| 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 |