LPL Financial LLC

Position in GHI — Greystone Housing Impact Investors LP

CIK 1403438 FORT MILL, SC

Position in GHI

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$72,790

-$3,682 QoQ

Shares Held

12,550

+13.1% QoQ

Ownership

0.053%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#20

of 36 holders

Holding Since

Jun 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

LPL Financial LLC holds $34,159,184 across 5 Mortgage Finance names. GHI ranks #5 (0.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	RKT	Rocket Companies, Inc.	2,127,729	$33,511,731
2	UWMC	UWM Holdings Corp	139,456	$319,354
3	BLNE	Beeline Holdings, Inc.	114,383	$139,547
4	LDI	loanDepot, Inc.	92,610	$115,762
5	GHI	Greystone Housing Impact Investors LP This page	12,550	$72,790

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$72,790	12,550	+13.1%	Shares	Sole	2026-08-07
2025-12-31	$76,472	11,099	-38.9%	Shares	Sole	2026-02-11
2025-06-30	$205,639	18,166	-26.2%	Shares	Sole	2025-08-12
2025-03-31	$303,330	24,601	+5.7%	Shares	Sole	2025-05-07
2024-12-31	$238,558	23,274	-18.3%	Shares	Sole	2025-02-11
2024-09-30	$399,462	28,472	-0.9%	Shares	Sole	2024-11-08
2024-06-30	$425,713	28,745	-29.3%	Shares	Sole	2024-08-07
2024-03-31	$662,237	40,653	-8.3%	Shares	Sole	2024-05-10
2023-12-31	$743,947	44,309	-8.2%	Shares	Sole	2024-02-14
2023-09-30	$745,614	48,260	+7.5%	Shares	Sole	2023-11-13
2023-06-30	$739,521	44,874	+19.3%	Shares	Sole	2023-07-31
2023-03-31	$650,552	37,626	+66.5%	Shares	Sole	2023-05-10
2022-12-31	$393,257	22,601	-44.2%	Shares	Sole	2023-02-07
2022-09-30	$700,394	40,532	-15.8%	Shares	Sole	2022-11-14
2022-06-30	$880,742	48,128	—	Shares	Sole	2022-08-12
No filing history on record for this holder in this stock.