Corient Private Wealth LLC

Position in GHI — Greystone Housing Impact Investors LP

CIK 1948780 MIAMI, FL

Position in GHI

as of Jun 30, 2026 · filed Aug 17, 2026 Compact

Position Value

$126,503

+$29,698 QoQ

Shares Held

21,811

+10.9% QoQ

Ownership

0.093%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#12

of 36 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 4% Shared 0% None 96%

Financial Services · as of Jun 30, 2026

Corient Private Wealth LLC holds $3,914,404 across 5 Mortgage Finance names. GHI ranks #4 (3.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PFSI	PennyMac Financial Services, Inc.	26,048	$2,268,780
2	RKT	Rocket Companies, Inc.	56,767	$894,080
3	WD	Walker & Dunlop, Inc.	11,007	$602,082
4	GHI	Greystone Housing Impact Investors LP This page	21,811	$126,503
5	UWMC	UWM Holdings Corp	10,026	$22,959

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$126,503	21,811	+10.9%	Shares	Sole	2026-08-17
2026-03-31	$96,805	19,676	+91.0%	Shares	Sole	2026-05-15
2025-12-31	$70,973	10,301	—	Shares	Sole	2026-03-09
No filing history on record for this holder in this stock.