Corient Private Wealth LLC

Position in GHI — Greystone Housing Impact Investors LP

CIK 1948780 MIAMI, FL

Position in GHI

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$96,805

+$25,832 QoQ

Shares Held

19,676

+91.0% QoQ

Ownership

0.084%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2025

2 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Financial Services · as of Mar 31, 2026

Corient Private Wealth LLC holds $1,824,766 across 4 Mortgage Finance names. GHI ranks #4 (5.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	RKT	Rocket Companies, Inc.	95,046	$1,354,405
2	PFSI	PennyMac Financial Services, Inc.	2,357	$206,001
3	UWMC	UWM Holdings Corp	46,286	$167,555
4	GHI	Greystone Housing Impact Investors LP This page	19,676	$96,805

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
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.