RAYMOND JAMES FINANCIAL INC
Position in GHI — Greystone Housing Impact Investors LP
CIK 720005
ST. PETERSBURG, FL
Position in GHI
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$794,875
-$742,407 QoQ
Shares Held
161,560
-27.6% QoQ
Ownership
0.686%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 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, 2026RAYMOND JAMES FINANCIAL INC holds $40,136,730 across 6 Mortgage Finance names. GHI ranks #3 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RKT |
Rocket Companies, Inc.
|
2,644,377 | $37,682,370 | |
| 2 | ONIT |
Onity Group Inc.
|
23,870 | $937,374 | |
| 3 | GHI |
Greystone Housing Impact Investors LP
This page
|
161,560 | $794,875 | |
| 4 | WD |
Walker & Dunlop, Inc.
|
13,120 | $582,265 | |
| 5 | UWMC |
UWM Holdings Corp
|
24,240 | $87,748 | |
| 6 | LDI |
loanDepot, Inc.
|
36,689 | $52,098 |
All Filings in GHI
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $794,875 | 161,560 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $1,537,282 | 223,118 | Shares | Defined | 2026-02-18 | |
| 2025-09-30 | $3,373,517 | 327,526 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $3,802,919 | 335,947 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $4,201,594 | 340,762 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $3,239,563 | 316,055 | Shares | Defined | 2025-04-23 | |
| No filing history on record for this holder in this stock. | ||||||