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 | No change | 623,883 | 3,618 | 0.02% | 0.02% | 1 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| MORGAN STANLEY | History | No change | 557,470 | 3,233 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 194,349 | 1,127 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BLUEFIN CAPITAL MANAGEMENT, LLC | History | No change | 103,201 | 598 | 0.15% | 0.15% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 61,032 | 353 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | No change | 53,333 | 309 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Larson Financial Group LLC | History | No change | 47,128 | 273 | 0.01% | 0.01% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 44,789 | 259 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 30,805 | 175 | 0.0% | 0.0% | 9 | +14,584 | 89.91% | Q3 2026 | Nov 02, 2026 |
| JANE STREET GROUP, LLC | History | No change | 25,500 | 147 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | No change | 22,931 | 133 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 22,179 | 126 | 0.0% | 0.0% | 12 | +535 | 2.47% | Q3 2026 | Nov 02, 2026 |
| Corient Private Wealth LP | History | No change | 21,001 | 121 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 19,393 | 112 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Samalin Investment Counsel, LLC | History | Reduced | 18,165 | 103 | 0.03% | 0.05% | 15 | -6,733 | -27.04% | Q3 2026 | Oct 23, 2026 |
| Cetera Investment Advisers | History | No change | 14,396 | 83 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Advisory Advocates, LLC | History | No change | 12,953 | 75 | 0.06% | 0.06% | 17 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| UBS Group AG | History | No change | 12,875 | 74 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LPL Financial LLC | History | No change | 12,550 | 72 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Mariner, LLC | History | No change | 11,586 | 67 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Gladstone Institutional Advisory LLC | History | No change | 10,293 | 59 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| STEPHENS INC /AR/ | History | No change | 10,082 | 58 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 10,000 | 57 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Abel Hall, LLC | History | No change | 10,000 | 57 | 0.01% | 0.01% | 24 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| BARCLAYS PLC | History | No change | 5,310 | 30 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 4,995 | 28 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IFG Advisory, LLC | History | No change | 4,378 | 25 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NFSG Corp | History | No change | 2,575 | 14 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| CoreCap Advisors, LLC | History | No change | 1,604 | 9 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| IFP Advisors, Inc | History | New | 295 | 1 | 0.0% | — | 30 | +295 | New | Q3 2026 | Oct 16, 2026 |
| MGO ONE SEVEN LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -41,278 | -100.0% | Q3 2026 | Oct 28, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -25,126 | -100.0% | Q3 2026 | Oct 26, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Closed out | 0 | 0 | — | 0.0% | — | -16,534 | -100.0% | Q3 2026 | Oct 29, 2026 |
| Bullseye Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,565 | -100.0% | Q3 2026 | Oct 29, 2026 |
| SIMPLEX TRADING, LLC | History | Closed out | 0 | 0 | — | — | — | -52 | -100.0% | Q3 2026 | Nov 04, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 110 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SHP Wealth Management | History | No change | 50 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BlackRock, Inc. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |