Greystone Housing Impact InvGHI
13F holders, Q1 2024 (March 31)57holders
1famous investor
$16.29avg. 13F price*
At the end of Q1 2024, 57 institutions reported holding Greystone Housing Impact Inv (GHI) in their 13F filings. The largest holders were Morgan Stanley ($4.6M), Raymond James Financial Services Advisors, Inc. ($2.8M) and Raymond James & Associates ($2.8M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Greystone Housing Impact Inv
- CUSIP
- 02364V206
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $744K |
| Exits | 7 | $241K |
Ownership 57 holders
| Morgan Stanley | 0.00% | Add +0.3% | 280,730 | $4.6M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -0.5% | 174,759 | $2.8M |
| Raymond James & Associates | 0.00% | Reduce -0.5% | 169,235 | $2.8M |
| Equitable Holdings, Inc. | 0.03% | Add +1.1% | 168,580 | $2.7M |
| Freestone Capital Holdings, LLC | 0.10% | Reduce -13.6% | 163,728 | $2.7M |
| America First Investment Advisors, LLC | 0.46% | Add +0.4% | 116,058 | $1.9M |
| Bluefin Capital Management, LLC | 0.42% | Add +0.4% | 103,201 | $1.7M |
| Royal Bank of Canada | 0.00% | Add +1.6% | 90,212 | $1.5M |
| Samalin Investment Counsel, LLC | 0.65% | Add +9.0% | 84,077 | $1.4M |
| Stifel Financial Corp. | 0.00% | Add +0.8% | 44,513 | $725K |
| UBS Group AG | 0.00% | Add +4.2% | 44,140 | $719K |
| Wells Fargo & Company | 0.00% | Reduce -0.8% | 43,663 | $711K |
| LPL Financial LLC | 0.00% | Reduce -8.3% | 40,653 | $662K |
| IFG Advisory, LLC | 0.04% | Add +71.1% | 35,588 | $580K |
| Rockefeller Capital Management L.P. | 0.00% | Add +0.8% | 34,139 | $556K |
| Aveo Capital Partners, LLC | 0.06% | Add +59.4% | 33,994 | $530K |
| Octavia Wealth Advisors, LLC | 0.08% | Reduce -24.1% | 30,876 | $514K |
| Citadel Advisors | 0.00% | Add +11.2% | 31,434 | $512K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | New | 30,260 | $493K |
| US Bancorp \de | 0.00% | Add +0.4% | 30,169 | $491K |
| Bank of America Corp. | 0.00% | Add +2.6% | 26,996 | $440K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +2.2% | 23,749 | $387K |
| Royal Capital Wealth Management, LLC | 0.30% | Add +0.8% | 23,183 | $378K |
| PFG Investments, LLC | 0.02% | Add +3.9% | 22,611 | $368K |
| Cetera Investment Advisers | 0.00% | Reduce -2.0% | 20,962 | $341K |
| Mariner, LLC | 0.00% | Add +0.4% | 20,405 | $332K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -9.0% | 19,207 | $313K |
| Tradition Wealth Management, LLC | 0.03% | Reduce -15.8% | 17,765 | $289K |
| SOA Wealth Advisors, LLC. | 0.06% | Add +0.4% | 17,669 | $288K |
| Creative Planning | 0.00% | Add +0.4% | 17,143 | $279K |
| Stephens Inc. | 0.00% | Add +0.4% | 17,070 | $278K |
| XML Financial, LLC | 0.03% | Reduce -34.0% | 16,899 | $275K |
| PNC Financial Services Group, Inc. | 0.00% | Add +0.4% | 14,264 | $232K |
| Fiduciary Trust Co | 0.00% | Add +0.4% | 13,786 | $225K |
| JPMorgan Chase & Co. | 0.00% | Reduce -15.5% | 12,529 | $204K |
| Gladstone Institutional Advisory LLC | 0.01% | Add +0.4% | 11,779 | $192K |
| Kestra Advisory Services, LLC | 0.00% | New | 11,248 | $187K |
| Cape Investment Advisory, Inc. | 0.06% | Add +60.5% | 8,105 | $132K |
| Osaic Holdings, Inc. | 0.00% | Reduce -9.4% | 6,343 | $103K |
| NFSG Corp | 0.04% | Add +1.6% | 5,719 | $93K |
| Natixis | 0.00% | Add +0.4% | 4,372 | $71K |
| Baldwin Wealth Partners LLC | 0.01% | Add +0.4% | 4,307 | $70K |
| CoreCap Advisors, LLC | 0.00% | New | 3,502 | $57K |
| AllSquare Wealth Management LLC | 0.03% | Add +0.4% | 2,756 | $45K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +0.8% | 2,477 | $39K |
| Hilltop National Bank | 0.01% | — | 1,036 | $17K |
| Heritage Wealth Advisors | 0.00% | Add +0.4% | 968 | $16K |
| Rothschild Investment LLC | 0.00% | Add +0.2% | 924 | $15K |
| Lanark Financial, Inc. | 0.00% | Add +0.4% | 825 | $13K |
| Global Financial Private Client, LLC | 0.00% | Add +0.3% | 351 | $6K |
| Scarborough Advisors, LLC | 0.00% | New | 300 | $5K |
| RFP Financial Group LLC | 0.00% | Add +0.4% | 274 | $4K |
| Bogart Wealth, LLC | 0.00% | Add +2.0% | 204 | $3K |
| Blue Trust, Inc. | 0.00% | New | 90 | $1K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -96.7% | 6 | $98 |
| Huntington National Bank | 0.00% | Reduce -100.0% | 1 | $16 |
| CIBC Private Wealth Group LLC | 0.00% | New | 1 | $16 |
"% of holder's portfolio" is GHI's weight in each manager's 13F, not the share of Greystone Housing Impact Inv the manager owns.