NewEdge Advisors, LLC
Position in GHI — Greystone Housing Impact Investors LP
CIK 1633516
NEW ORLEANS, LA
Position in GHI
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$64,481
-$25,819 QoQ
Shares Held
13,106
0.0% QoQ
Ownership
0.056%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
7 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in GHI Over Time
Shares Held
Position Value (USD)
Position in Mortgage Finance
Financial Services · as of Mar 31, 2026NewEdge Advisors, LLC holds $1,293,970 across 6 Mortgage Finance names. GHI ranks #3 (5.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RKT |
Rocket Companies, Inc.
|
44,434 | $633,184 | |
| 2 | BLNE |
Beeline Holdings, Inc.
|
252,850 | $594,197 | |
| 3 | GHI |
Greystone Housing Impact Investors LP
This page
|
13,106 | $64,481 | |
| 4 | UWMC |
UWM Holdings Corp
|
280 | $1,013 | |
| 5 | PFSI |
PennyMac Financial Services, Inc.
|
10 | $874 | |
| 6 | WD |
Walker & Dunlop, Inc.
|
5 | $221 |
All Filings in GHI
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $64,481 | 13,106 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $90,300 | 13,106 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $134,991 | 13,106 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $148,359 | 13,106 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $161,596 | 13,106 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $134,336 | 13,106 | Shares | Sole | 2025-02-13 | |
| 2022-12-31 | $52,997 | 3,058 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||