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Equibles

UBS Group AG

Position in GHI — Greystone Housing Impact Investors LP

CIK 1610520 ZURICH, V8
Back to GHI Full portfolio

Position in GHI

as of Jun 30, 2026 · filed Aug 13, 2026
Position Value
$74,675
-$23,960 QoQ
Shares Held
12,875
-35.8% QoQ
Ownership
0.055%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#19
of 36 holders
Holding Since
Jun 2022
17 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in GHI Over Time

Shares Held

Position Value (USD)

Position in Mortgage Finance

Financial Services · as of Jun 30, 2026

UBS Group AG holds $111,406,318 across 13 Mortgage Finance names. GHI ranks #9 (0.1% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 RKT
Rocket Companies, Inc.
 5,857,191 $92,250,755
2 UWMC
UWM Holdings Corp
 2,085,040 $4,774,741
3 PFSI
PennyMac Financial Services, Inc.
 53,817 $4,687,459
4 BETR
Better Home & Finance Holding Co
 127,263 $3,499,732
5 ONIT
Onity Group Inc.
 61,129 $2,429,877
6 WD
Walker & Dunlop, Inc.
 33,840 $1,851,046
7 LDI
loanDepot, Inc.
 1,025,168 $1,281,459
8 VEL
Velocity Financial, Inc.
 26,707 $493,010

All Filings in GHI

Export CSV
17 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $74,675 12,875
2026-03-31 $98,635 20,048
2025-12-31 $199,354 28,934
2025-09-30 $306,960 29,802
2025-06-30 $877,028 77,476
2025-03-31 $1,210,582 98,182
2024-12-31 $1,179,846 115,107
2024-09-30 $1,041,614 74,242
2024-06-30 $886,110 59,832
2024-03-31 $719,040 44,140
2023-12-31 $711,039 42,349
2023-09-30 $758,807 49,114
2023-06-30 $941,811 57,149
2023-03-31 $1,090,461 63,069
2022-12-31 $1,167,697 67,109
2022-09-30 $971,846 56,241
2022-06-30 $1,083,322 59,198