Greystone Housing Impact Investors LP - GHI
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 3 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | History | Added to | 587,823 | 4,050 | 0.0% | 0.0% | 1 | +223,476 | 61.34% | Q4 2025 | Feb 13, 2026 |
| Equitable Holdings, Inc. | History | Added to | 333,875 | 2,300 | 0.02% | 0.02% | 2 | +96,369 | 40.58% | Q4 2025 | Feb 17, 2026 |
| ROYAL BANK OF CANADA | History | New | 265,434 | 1,829 | 0.0% | — | 3 | +265,434 | New | Q4 2025 | Feb 17, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 223,118 | 1,537 | 0.0% | 0.0% | 4 | -104,408 | -31.88% | Q4 2025 | Feb 18, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 189,634 | 1,306 | 0.0% | 0.0% | 5 | +177,234 | 1429.31% | Q4 2025 | Feb 17, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 110,900 | 764 | 0.0% | 0.0% | 6 | +75,868 | 216.57% | Q4 2025 | Feb 17, 2026 |
| America First Investment Advisors, LLC | History | Reduced | 65,528 | 451 | 0.08% | 0.23% | 7 | -54,661 | -45.48% | Q4 2025 | Feb 09, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 48,373 | 333 | 0.0% | 0.0% | 8 | -15,407 | -24.16% | Q4 2025 | Feb 13, 2026 |
| Larson Financial Group LLC | History | Added to | 44,565 | 307 | 0.01% | 0.02% | 9 | +1,549 | 3.6% | Q4 2025 | Feb 06, 2026 |
| GSA CAPITAL PARTNERS LLP | History | Added to | 41,444 | 286 | 0.02% | 0.03% | 10 | +8,489 | 25.76% | Q4 2025 | Feb 06, 2026 |
| Jump Financial, LLC | History | New | 38,400 | 264 | 0.0% | — | 11 | +38,400 | New | Q4 2025 | Feb 17, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 32,926 | 226 | 0.0% | 0.0% | 12 | -6,895 | -17.31% | Q4 2025 | Feb 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 30,260 | 215 | 0.0% | 0.0% | 13 | -439 | -1.43% | Q4 2025 | Jan 08, 2026 |
| Samalin Investment Counsel, LLC | History | Reduced | 30,621 | 210 | 0.07% | 0.18% | 14 | -19,765 | -39.23% | Q4 2025 | Jan 30, 2026 |
| UBS Group AG | History | Reduced | 28,934 | 199 | 0.0% | 0.0% | 15 | -868 | -2.91% | Q4 2025 | Jan 29, 2026 |
| MGO ONE SEVEN LLC | History | New | 28,859 | 198 | 0.0% | — | 16 | +28,859 | New | Q4 2025 | Feb 03, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 24,694 | 170 | 0.0% | 0.0% | 17 | -3,462 | -12.3% | Q4 2025 | Feb 17, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 21,644 | 149 | 0.0% | 0.0% | 18 | +247 | 1.15% | Q4 2025 | Feb 05, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | No change | 16,534 | 113 | 0.0% | 0.01% | 19 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| JANE STREET GROUP, LLC | History | New | 15,322 | 105 | 0.0% | — | 20 | +15,322 | New | Q4 2025 | Feb 12, 2026 |
| Creative Planning | History | No change | 15,229 | 104 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| HRT FINANCIAL LP | History | New | 14,746 | 101 | 0.0% | — | 22 | +14,746 | New | Q4 2025 | Feb 12, 2026 |
| Cetera Investment Advisers | History | Reduced | 14,108 | 97 | 0.0% | 0.0% | 23 | -1,979 | -12.3% | Q4 2025 | Feb 17, 2026 |
| NewEdge Advisors, LLC | History | No change | 13,106 | 90 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 12,152 | 83 | 0.0% | 0.0% | 25 | -2,955 | -19.56% | Q4 2025 | Feb 17, 2026 |
| SOA Wealth Advisors, LLC. | History | Reduced | 12,166 | 83 | 0.01% | 0.03% | 26 | -2,306 | -15.93% | Q4 2025 | Jan 20, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 11,461 | 78 | 0.0% | 0.0% | 27 | +627 | 5.79% | Q4 2025 | Feb 13, 2026 |
| ING GROEP NV | History | New | 11,300 | 77 | 0.0% | — | 28 | +11,300 | New | Q4 2025 | Feb 11, 2026 |
| LPL Financial LLC | History | New | 11,099 | 76 | 0.0% | — | 29 | +11,099 | New | Q4 2025 | Feb 11, 2026 |
| Corient Private Wealth LLC | History | New | 10,301 | 70 | 0.0% | — | 31 | +10,301 | New | Q4 2025 | Mar 09, 2026 |
| Gladstone Institutional Advisory LLC | History | New | 10,293 | 70 | 0.0% | — | 30 | +10,293 | New | Q4 2025 | Feb 17, 2026 |
| STEPHENS INC /AR/ | History | Reduced | 10,082 | 69 | 0.0% | 0.0% | 32 | -7,058 | -41.18% | Q4 2025 | Feb 05, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 10,000 | 68 | 0.0% | 0.0% | 33 | +523 | 5.52% | Q4 2025 | Feb 06, 2026 |
| CoreCap Advisors, LLC | History | Added to | 1,604 | 11 | 0.0% | 0.0% | 34 | +1,214 | 311.28% | Q4 2025 | Jan 13, 2026 |
| Geneos Wealth Management Inc. | History | No change | 1,402 | 9 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Heritage Wealth Advisors | History | No change | 972 | 6 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| EASTERN BANK | History | No change | 500 | 3 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Scarborough Advisors, LLC | History | Added to | 366 | 2 | 0.0% | 0.0% | 38 | +13 | 3.68% | Q4 2025 | Feb 17, 2026 |
| Tower Research Capital LLC (TRC) | History | New | 203 | 1 | 0.0% | — | 40 | +203 | New | Q4 2025 | Feb 17, 2026 |
| BARCLAYS PLC | History | Added to | 278 | 1 | 0.0% | 0.0% | 39 | +150 | 117.19% | Q4 2025 | Feb 13, 2026 |
| Bullseye Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.63% | — | -84,189 | -100.0% | Q3 2025 | Feb 02, 2026 |
| Freestone Capital Holdings, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -40,927 | -100.0% | Q3 2025 | Nov 12, 2025 |
| US BANCORP \DE\ | History | Closed out | 0 | 0 | — | 0.0% | — | -30,294 | -100.0% | Q3 2025 | Nov 12, 2025 |
| FIDUCIARY TRUST CO | History | Closed out | 0 | 0 | — | 0.0% | — | -27,395 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Royal Capital Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -17,996 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Savvy Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -12,900 | -100.0% | Q3 2025 | Nov 06, 2025 |
| PFG Investments, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -12,258 | -100.0% | Q3 2025 | Oct 31, 2025 |
| &PARTNERS | History | Closed out | 0 | 0 | — | 0.0% | — | -11,931 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,666 | -100.0% | Q3 2025 | Nov 18, 2025 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,238 | -100.0% | Q3 2025 | Nov 06, 2025 |
| AllSquare Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,767 | -100.0% | Q3 2025 | Jan 12, 2026 |
| JPMORGAN CHASE & CO | History | Closed out | 0 | 0 | — | 0.0% | — | -2,424 | -100.0% | Q3 2025 | Nov 26, 2025 |
| GROUP ONE TRADING LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,144 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Hilltop National Bank | History | Closed out | 0 | 0 | — | 0.0% | — | -1,036 | -100.0% | Q3 2025 | Oct 08, 2025 |
| NBC SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -828 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Russell Investments Group, Ltd. | History | Closed out | 0 | 0 | — | 0.0% | — | -625 | -100.0% | Q3 2025 | Nov 13, 2025 |
| HUNTINGTON NATIONAL BANK | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 104 | 0 | — | 0.0% | — | 0 | 0.0% | Q4 2025 | Mar 16, 2026 |