Position in GHI
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$3,233,324
+$1,149,470 QoQ
Shares Held
557,470
+31.6% QoQ
Ownership
2.37%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#2
of 36 holders
Holding Since
Sep 2022
13 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, 2026MORGAN STANLEY holds $532,575,883 across 12 Mortgage Finance names. GHI ranks #7 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RKT |
Rocket Companies, Inc.
|
28,542,001 | $449,536,509 | |
| 2 | PFSI |
PennyMac Financial Services, Inc.
|
341,593 | $29,752,748 | |
| 3 | WD |
Walker & Dunlop, Inc.
|
541,414 | $29,615,342 | |
| 4 | UWMC |
UWM Holdings Corp
|
4,805,724 | $11,005,104 | |
| 5 | BETR |
Better Home & Finance Holding Co
|
130,300 | $3,583,249 | |
| 6 | ONIT |
Onity Group Inc.
|
86,938 | $3,455,783 | |
| 7 | GHI |
Greystone Housing Impact Investors LP
This page
|
557,470 | $3,233,324 | |
| 8 | VEL |
Velocity Financial, Inc.
|
102,530 | $1,892,700 |
All Filings in GHI
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,233,324 | 557,470 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $2,083,854 | 423,548 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $4,050,098 | 587,823 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $3,752,772 | 364,347 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $3,548,274 | 313,452 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $3,322,884 | 269,496 | Shares | Defined | 2025-05-15 | |
| 2024-03-31 | $4,573,089 | 280,730 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $4,701,296 | 280,006 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $3,807,190 | 246,421 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $3,590,865 | 217,893 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $3,884,417 | 224,663 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $4,824,086 | 277,246 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $4,903,885 | 283,789 | Shares | Defined | 2022-11-14 | |
| No filing history on record for this holder in this stock. | ||||||