Greystone Housing Impact InvGHI
13F holders, Q3 2024 (September 30)55holders −4
3new positions
7sold out
1famous investor
$14.03avg. 13F price*
At the end of Q3 2024, 55 institutions reported holding Greystone Housing Impact Inv (GHI) in their 13F filings, down 4 from Q2 2024. 3 opened new positions and 7 sold out. The largest holders were Morgan Stanley ($5.1M), Equitable Holdings, Inc. ($2.7M) and Raymond James Financial Services Advisors, Inc. ($2.4M). 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 Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $226K |
| Exits | 7 | $741K |
All 13F filers, Q2 2024 → Q3 2024: 174,815 shares bought and 224,693 shares sold, net −49,878 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 55 holders
| Morgan Stanley | 0.00% | Add +40.6% | 361,510 | $5.1M |
| Equitable Holdings, Inc. | 0.03% | Add +12.0% | 194,990 | $2.7M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -2.6% | 170,099 | $2.4M |
| Raymond James & Associates | 0.00% | Reduce -8.4% | 147,123 | $2.1M |
| America First Investment Advisors, LLC | 0.37% | No change | 116,538 | $1.6M |
| Royal Bank of Canada | 0.00% | Add +7.9% | 109,644 | $1.5M |
| Bluefin Capital Management, LLC | 1.59% | No change | 103,201 | $1.4M |
| UBS Group AG | 0.00% | Add +24.1% | 74,242 | $1.0M |
| Freestone Capital Holdings, LLC | 0.03% | Reduce -58.6% | 67,902 | $953K |
| Citadel Advisors | 0.00% | Add +3.2% | 54,698 | $767K |
| Stifel Financial Corp. | 0.00% | No change | 48,656 | $683K |
| Samalin Investment Counsel, LLC | 0.27% | Reduce -28.4% | 43,945 | $617K |
| Wells Fargo & Company | 0.00% | No change | 43,938 | $616K |
| Aveo Capital Partners, LLC | 0.05% | Reduce -6.2% | 31,874 | $447K |
| US Bancorp \de | 0.00% | No change | 30,294 | $425K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | No change | 30,265 | $425K |
| Bank of America Corp. | 0.00% | Add +8.6% | 29,180 | $409K |
| LPL Financial LLC | 0.00% | Reduce -0.9% | 28,472 | $399K |
| Royal Capital Wealth Management, LLC | 0.25% | Add +0.4% | 24,924 | $350K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -28.0% | 24,799 | $348K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +1.7% | 24,577 | $345K |
| IFG Advisory, LLC | 0.02% | No change | 20,968 | $294K |
| Tradition Wealth Management, LLC | 0.03% | Add +2.4% | 20,743 | $291K |
| Mariner, LLC | 0.00% | No change | 20,560 | $288K |
| Cetera Investment Advisers | 0.00% | Add +2.3% | 18,970 | $266K |
| PFG Investments, LLC | 0.02% | Reduce -13.1% | 18,438 | $259K |
| SOA Wealth Advisors, LLC. | 0.05% | No change | 17,737 | $249K |
| Stephens Inc. | 0.00% | No change | 17,140 | $240K |
| Creative Planning | 0.00% | No change | 16,222 | $228K |
| XML Financial, LLC | 0.02% | Reduce -4.6% | 14,208 | $199K |
| Fiduciary Trust Co | 0.00% | No change | 13,843 | $194K |
| Private Advisor Group, LLC | 0.00% | Reduce -0.0% | 12,769 | $179K |
| Group One Trading LLC | 0.01% | New | 12,500 | $175K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -37.0% | 11,862 | $166K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +161.5% | 6,477 | $91K |
| Osaic Holdings, Inc. | 0.00% | Reduce -28.9% | 6,225 | $87K |
| NFSG Corp | 0.03% | Add +14.9% | 5,807 | $81K |
| Natixis | 0.00% | No change | 4,372 | $61K |
| Baldwin Wealth Partners LLC | 0.00% | No change | 4,324 | $61K |
| JPMorgan Chase & Co. | 0.00% | Reduce -82.2% | 2,881 | $40K |
| AllSquare Wealth Management LLC | 0.02% | No change | 2,767 | $39K |
| Jaffetilchin Investment Partners, LLC | 0.00% | New | 2,243 | $31K |
| Fortitude Family Office, LLC | 0.01% | New | 1,381 | $19K |
| Hilltop National Bank | 0.00% | No change | 1,036 | $15K |
| Heritage Wealth Advisors | 0.00% | No change | 972 | $14K |
| Rothschild Investment LLC | 0.00% | No change | 926 | $13K |
| Jones Financial Companies LLLP | 0.00% | Add +764.3% | 847 | $12K |
| Lanark Financial, Inc. | 0.00% | No change | 828 | $11K |
| CoreCap Advisors, LLC | 0.00% | Reduce -80.4% | 390 | $5K |
| Global Financial Private Client, LLC | 0.00% | No change | 352 | $5K |
| Cape Investment Advisory, Inc. | 0.00% | Reduce -94.6% | 105 | $1K |
| Blue Trust, Inc. | 0.00% | No change | 90 | $1K |
| Huntington National Bank | 0.00% | No change | 1 | $14 |
| CIBC Private Wealth Group LLC | 0.00% | No change | 1 | $14 |
| Simplex Trading, LLC | 0.00% | Reduce -95.1% | 70 | $0 |
"% of holder's portfolio" is GHI's weight in each manager's 13F, not the share of Greystone Housing Impact Inv the manager owns.