GHI · Greystone Housing Impact Investors LP

$6.45 -0.10 (-1.53%) At close · Sep 4

Market Cap

$151.98M

23.56M

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →

Quarter:

Holders: 37

Total Value: $11,852,412

Total Shares: 2,043,522

Institutional Ownership Trend

26 quarters

Holder Concentration

Across 37 13F filers · Δ vs Mar 31, 2026

Top Holder

30.5%

+3.0 pts

Top 5

75.4%

+4.2 pts

Top 10

85.7%

−0.1 pts

HHI

1,835

Moderately concentrated+412

Quarterly Activity

vs Mar 31, 2026

New

Increased

Decreased

Sold Out

Unchanged

Holder count: -2

Institutional value: +17.5%

Shares held: -0.3%

Top Buyers

vs Mar 31, 2026

Institution	Added	Now Holds
Mega MORGAN STANLEY	+133,922	557,470
Mid Equitable Holdings, Inc.	+58,590	623,883
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP	+25,332	194,349
Mega BARCLAYS PLC	+5,032	5,310
Large Corient Private Wealth LLC	+1,325	21,001

Top Sellers

vs Mar 31, 2026

Institution	Sold	Now Holds
Mega RAYMOND JAMES FINANCIAL INC	−100,528	61,032
Mega ROYAL BANK OF CANADA	−86,077	53,333
Mega CITADEL ADVISORS LLC	−47,790	22,931
Small Samalin Investment Counsel, LLC	−19,025	24,898
Mega JANE STREET GROUP, LLC	−9,527	25,500

Top New Positions

vs Mar 31, 2026

Institution	Acquired	Value (USD)
Mid Larson Financial Group LLC	47,128	$273,342
Mid MGO ONE SEVEN LLC	41,278	$239,412
Mega LPL Financial LLC	12,550	$72,790
Large Mariner, LLC	11,586	$67,198
Small NFSG Corp	2,575	$14,935

Top Sold-Out Positions

vs Mar 31, 2026

Institution	Previously Held	Last Value (USD)
Mega BANK OF AMERICA CORP /DE/	16,920	$83,246
Large NewEdge Advisors, LLC	13,106	$64,481
Large HRT FINANCIAL LP	12,981	$63,866
Small SOA Wealth Advisors, LLC.	12,166	$59,856
Mid Advisory Services Network, LLC	6,466	$31,812

Filter: New 7 Increased 9 Reduced 9 Sold out 9 Unchanged 12

Showing 39 of 39

All Common Calls Puts

Compact Export CSV

Holder

Value (USD)

% of 13F

Equitable Holdings, Inc.

$3,618,521

30.53%

623,883

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
EQUITABLE ADVISORS, LLC	623,883	$3,618,521	100.0%	Defined

MORGAN STANLEY

$3,233,324

27.28%

557,470

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
MORGAN STANLEY & CO. LLC	33	$191	0.0%	Defined
MORGAN STANLEY SMITH BARNEY LLC	556,040	$3,225,031	99.7%	Defined
Morgan Stanley Strategic Investments, Inc	1,297	$7,522	0.2%	Defined
Held directly	100	$580	0.0%	Defined

BLUEFIN CAPITAL MANAGEMENT, LLC

$598,565

5.05%

103,201

SUSQUEHANNA INTERNATIONAL GROUP, LLP

$577,964

4.88%

99,649

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
SUSQUEHANNA SECURITIES, LLC	99,649	$577,964	100.0%	Other

SUSQUEHANNA INTERNATIONAL GROUP, LLP

$549,260

4.63%

94,700

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
SUSQUEHANNA SECURITIES, LLC	94,700	$549,260	100.0%	Other

RAYMOND JAMES FINANCIAL INC

$353,985

2.99%

61,032

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RAYMOND JAMES & ASSOCIATES	36,225	$210,105	59.4%	Defined
Raymond James Financial Services Advisors, Inc.	24,807	$143,880	40.6%	Defined

ROYAL BANK OF CANADA

$309,331

2.61%

53,333

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RBC Capital Markets, LLC	53,333	$309,331	100.0%	Defined

Larson Financial Group LLC

$273,342

2.31%

47,128

STIFEL FINANCIAL CORP

$259,776

2.19%

44,789

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
STIFEL NICOLAUS & CO INC \MO\	44,789	$259,776	100.0%	Defined

MGO ONE SEVEN LLC

$239,412

2.02%

41,278

JANE STREET GROUP, LLC

$147,900

1.25%

25,500

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Jane Street Capital, LLC	25,500	$147,900	100.0%	Defined

ASHTON THOMAS SECURITIES, LLC

$145,730

1.23%

25,126

Samalin Investment Counsel, LLC

$144,408

1.22%

24,898

Cambridge Investment Research Advisors, Inc.

$125,535

1.06%

21,644

Corient Private Wealth LLC

$121,805

1.03%

21,001

WELLS FARGO & COMPANY/MN

$112,479

0.95%

19,393

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC	3,459	$20,062	17.8%	Defined
WELLS FARGO CLEARING SERVICES, LLC	15,934	$92,417	82.2%	Defined

INTEGRITY ALLIANCE, LLC.

$95,897

0.81%

16,534

Kestra Advisory Services, LLC

$94,081

0.79%

16,221

Cetera Investment Advisers

$83,496

0.70%

14,396

Advisory Advocates, LLC

$75,127

0.63%

12,953

UBS Group AG

$74,675

0.63%

12,875

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
UBS Financial Services Inc	12,875	$74,675	100.0%	Defined

CITADEL ADVISORS LLC

$73,660

0.62%

12,700

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Citadel Securities GP LLC	12,700	$73,660	100.0%	Defined

LPL Financial LLC

$72,790

0.61%

12,550

Mariner, LLC

$67,198

0.57%

11,586

Gladstone Institutional Advisory LLC

$59,699

0.50%

10,293

CITADEL ADVISORS LLC

$59,339

0.50%

10,231

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Citadel Securities GP LLC	10,231	$59,339	100.0%	Defined

STEPHENS INC /AR/

$58,475

0.49%

10,082

EverSource Wealth Advisors, LLC

$58,000

0.49%

10,000

Abel Hall, LLC

$58,000

0.49%

10,000

BARCLAYS PLC

$30,798

0.26%

5,310

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BARCLAYS BANK PLC	5,310	$30,798	100.0%	Defined

OSAIC HOLDINGS, INC.

$28,971

0.24%

4,995

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
OSAIC WEALTH, INC.	4,995	$28,971	100.0%	Defined

IFG Advisory, LLC

$25,392

0.21%

4,378

NFSG Corp

$14,935

0.13%

2,575

CoreCap Advisors, LLC

$9,303

0.08%

1,604

Rockefeller Capital Management L.P.

$638

0.01%

110

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
ROCKEFELLER FINANCIAL LLC	110	$638	100.0%	Defined

SIMPLEX TRADING, LLC

$301

0.00%

SHP Wealth Management

$290

0.00%

BlackRock, Inc.

0.00%

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Aperio Group, LLC	1	$5	100.0%	Sole

HUNTINGTON NATIONAL BANK

0.00%

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
MERRILL LYNCH, PIERCE, FENNER & SMITH INC.	16,920	$83,246	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Edward D. Jones & Co., L.P.	3,902	$19,197	100.0%	Sole

Key facts CIK 1059142 CUSIP 02364V206 13F (30d) 26 filings 26 filers Visit website Investor relations