Greystone Housing Impact Investors LP - GHI
Detailed investor-level table based on 13F positions.
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Equitable Holdings, Inc. | History | Added to | 565,293 | 3,894 | 0.03% | 0.02% | 1 | +231,418 | 69.31% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Reduced | 423,548 | 2,083 | 0.0% | 0.0% | 2 | -164,275 | -27.95% | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 169,017 | 831 | 0.0% | 0.0% | 3 | +58,117 | 52.4% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 161,560 | 794 | 0.0% | 0.0% | 4 | -61,558 | -27.59% | Q1 2026 | May 14, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 139,410 | 686 | 0.0% | 0.0% | 5 | -126,024 | -47.48% | Q1 2026 | May 15, 2026 |
| BLUEFIN CAPITAL MANAGEMENT, LLC | History | No change | 103,201 | 507 | 0.33% | 0.18% | 6 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 70,721 | 347 | 0.0% | 0.0% | 7 | -118,913 | -62.71% | Q1 2026 | May 15, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 48,374 | 237 | 0.0% | 0.0% | 8 | +1 | 0.0% | Q1 2026 | May 12, 2026 |
| Samalin Investment Counsel, LLC | History | Added to | 43,923 | 216 | 0.08% | 0.07% | 9 | +13,302 | 43.44% | Q1 2026 | Apr 22, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 35,027 | 172 | 0.0% | 0.0% | 10 | +19,705 | 128.61% | Q1 2026 | May 12, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | New | 25,126 | 123 | 0.02% | — | 11 | +25,126 | New | Q1 2026 | May 18, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 21,644 | 106 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| UBS Group AG | History | Reduced | 20,048 | 98 | 0.0% | 0.0% | 13 | -8,886 | -30.71% | Q1 2026 | May 05, 2026 |
| Corient Private Wealth LLC | History | Added to | 19,676 | 96 | 0.0% | 0.0% | 14 | +9,375 | 91.01% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 19,392 | 95 | 0.0% | 0.0% | 15 | -13,534 | -41.1% | Q1 2026 | May 11, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 16,920 | 83 | 0.0% | 0.0% | 16 | -7,774 | -31.48% | Q1 2026 | May 15, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 16,637 | 81 | 0.0% | 0.0% | 18 | +5,176 | 45.16% | Q1 2026 | Apr 30, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | No change | 16,534 | 81 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Cetera Investment Advisers | History | Reduced | 14,041 | 69 | 0.0% | 0.0% | 19 | -67 | -0.47% | Q1 2026 | May 13, 2026 |
| NewEdge Advisors, LLC | History | No change | 13,106 | 64 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q1 2026 | Jun 02, 2026 |
| Advisory Advocates, LLC | History | Reduced | 12,917 | 63 | 0.06% | 0.15% | 22 | -9,147 | -41.46% | Q1 2026 | May 05, 2026 |
| HRT FINANCIAL LP | History | Reduced | 12,981 | 63 | 0.0% | 0.0% | 21 | -1,765 | -11.97% | Q1 2026 | May 14, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 12,166 | 59 | 0.01% | 0.01% | 23 | 0 | 0.0% | Q1 2026 | May 20, 2026 |
| Gladstone Institutional Advisory LLC | History | No change | 10,293 | 50 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Abel Hall, LLC | History | New | 10,000 | 49 | 0.01% | — | 27 | +10,000 | New | Q1 2026 | Apr 28, 2026 |
| STEPHENS INC /AR/ | History | No change | 10,082 | 49 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 10,000 | 49 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 9,733 | 47 | 0.0% | 0.0% | 28 | -2,419 | -19.91% | Q1 2026 | May 15, 2026 |
| Advisory Services Network, LLC | History | New | 6,466 | 31 | 0.0% | — | 29 | +6,466 | New | Q1 2026 | May 15, 2026 |
| IFG Advisory, LLC | History | New | 4,378 | 21 | 0.06% | — | 30 | +4,378 | New | Q1 2026 | May 12, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | New | 3,902 | 19 | 0.0% | — | 31 | +3,902 | New | Q1 2026 | May 15, 2026 |
| CoreCap Advisors, LLC | History | No change | 1,604 | 7 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Nemes Rush Group LLC | History | New | 1,210 | 5 | 0.0% | — | 33 | +1,210 | New | Q1 2026 | Apr 21, 2026 |
| Heritage Wealth Advisors | History | No change | 972 | 4 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Scarborough Advisors, LLC | History | Added to | 377 | 1 | 0.0% | 0.0% | 36 | +11 | 3.01% | Q1 2026 | May 07, 2026 |
| BARCLAYS PLC | History | No change | 278 | 1 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| America First Investment Advisors, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -65,528 | -100.0% | Q1 2026 | May 08, 2026 |
| Larson Financial Group LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -44,565 | -100.0% | Q1 2026 | May 15, 2026 |
| GSA CAPITAL PARTNERS LLP | History | Closed out | 0 | 0 | — | 0.02% | — | -41,444 | -100.0% | Q1 2026 | May 08, 2026 |
| Jump Financial, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -38,400 | -100.0% | Q1 2026 | May 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -30,260 | -100.0% | Q1 2026 | Apr 08, 2026 |
| MGO ONE SEVEN LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -28,859 | -100.0% | Q1 2026 | May 14, 2026 |
| Creative Planning | History | Closed out | 0 | 0 | — | 0.0% | — | -15,229 | -100.0% | Q1 2026 | May 12, 2026 |
| ING GROEP NV | History | Closed out | 0 | 0 | — | 0.0% | — | -11,300 | -100.0% | Q1 2026 | May 11, 2026 |
| LPL Financial LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -11,099 | -100.0% | Q1 2026 | May 06, 2026 |
| Geneos Wealth Management Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,402 | -100.0% | Q1 2026 | May 04, 2026 |
| EASTERN BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -500 | -100.0% | Q1 2026 | Apr 07, 2026 |
| Tower Research Capital LLC (TRC) | History | Closed out | 0 | 0 | — | 0.0% | — | -203 | -100.0% | Q1 2026 | May 15, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 108 | 0 | — | — | — | +4 | 3.85% | Q1 2026 | May 14, 2026 |
| BlackRock, Inc. | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | May 13, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |