Greystone Housing Impact InvGHI
13F holders, Q4 2024 (December 31)57holders +2
12new positions
9sold out
1famous investor
$10.26avg. 13F price*
At the end of Q4 2024, 57 institutions reported holding Greystone Housing Impact Inv (GHI) in their 13F filings, up 2 from Q3 2024. 12 opened new positions and 9 sold out. The largest holders were Morgan Stanley ($3.7M), Raymond James Financial Inc. ($3.2M) and Equitable Holdings, Inc. ($2.3M). 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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 12 | $2.2M |
| Exits | 9 | $1.4M |
All 13F filers, Q3 2024 → Q4 2024: 463,120 shares bought and 237,962 shares sold, net +225,158 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 57 holders
| Morgan Stanley | 0.00% | Reduce -0.5% | 359,716 | $3.7M |
| Raymond James Financial Inc. | 0.00% | — | 316,055 | $3.2M |
| Equitable Holdings, Inc. | 0.02% | Add +14.2% | 222,701 | $2.3M |
| Citadel Advisors | 0.00% | Add +207.7% | 168,286 | $1.7M |
| Royal Bank of Canada | 0.00% | Add +38.6% | 151,971 | $1.6M |
| UBS Group AG | 0.00% | Add +55.0% | 115,107 | $1.2M |
| Samalin Investment Counsel, LLC | 0.27% | Add +40.7% | 61,826 | $634K |
| Bullseye Investment Management, LLC | 0.44% | New | 59,124 | $628K |
| America First Investment Advisors, LLC | 0.13% | Reduce -51.3% | 56,731 | $581K |
| Stifel Financial Corp. | 0.00% | Add +4.8% | 51,017 | $523K |
| Susquehanna International Group, LLP | 0.00% | New | 47,730 | $489K |
| Wells Fargo & Company | 0.00% | Reduce -17.2% | 36,369 | $373K |
| Jane Street Group, LLC | 0.00% | New | 34,254 | $351K |
| US Bancorp \de | 0.00% | No change | 30,294 | $311K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | No change | 30,265 | $310K |
| Bank of America Corp. | 0.00% | Reduce -3.5% | 28,156 | $289K |
| Freestone Capital Holdings, LLC | 0.01% | Reduce -62.7% | 25,297 | $259K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -4.3% | 23,720 | $243K |
| LPL Financial LLC | 0.00% | Reduce -18.3% | 23,274 | $239K |
| Royal Capital Wealth Management, LLC | 0.15% | Reduce -16.4% | 20,826 | $213K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -15.6% | 20,750 | $213K |
| Cetera Investment Advisers | 0.00% | Add +0.2% | 19,001 | $195K |
| IFG Advisory, LLC | 0.01% | Reduce -14.8% | 17,868 | $183K |
| PFG Investments, LLC | 0.01% | Reduce -4.5% | 17,610 | $181K |
| SOA Wealth Advisors, LLC. | 0.03% | Reduce -1.5% | 17,471 | $179K |
| Stephens Inc. | 0.00% | No change | 17,140 | $176K |
| Integrity Alliance, Llc. | 0.02% | — | 16,534 | $169K |
| Creative Planning | 0.00% | Add +0.2% | 16,251 | $167K |
| Virtu Financial LLC | 0.01% | New | 16,001 | $164K |
| Mariner, LLC | 0.00% | Reduce -25.2% | 15,370 | $158K |
| Jump Financial, LLC | 0.00% | New | 14,792 | $152K |
| Fiduciary Trust Co | 0.00% | No change | 13,843 | $142K |
| Commonwealth Equity Services, LLC | 0.00% | Add +12.9% | 13,389 | $137K |
| NewEdge Advisors, LLC | 0.00% | New | 13,106 | $134K |
| &partners | 0.00% | New | 12,005 | $132K |
| Kestra Advisory Services, LLC | 0.00% | New | 10,183 | $104K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +15.4% | 7,477 | $77K |
| NFSG Corp | 0.02% | Add +1.7% | 5,907 | $61K |
| Osaic Holdings, Inc. | 0.00% | Reduce -5.9% | 5,858 | $60K |
| Simplex Trading, LLC | 0.00% | Add +7375.7% | 5,233 | $53K |
| Natixis | 0.00% | No change | 4,372 | $45K |
| AllSquare Wealth Management LLC | 0.02% | No change | 2,767 | $28K |
| JPMorgan Chase & Co. | 0.00% | Reduce -15.9% | 2,424 | $25K |
| Tower Research Capital LLC (TRC) | 0.00% | New | 1,737 | $18K |
| Hilltop National Bank | 0.00% | No change | 1,036 | $11K |
| Heritage Wealth Advisors | 0.00% | No change | 972 | $10K |
| Rothschild Investment LLC | 0.00% | No change | 926 | $9K |
| Geneos Wealth Management Inc. | 0.00% | New | 701 | $7K |
| MAI Capital Management | 0.00% | New | 689 | $7K |
| CoreCap Advisors, LLC | 0.00% | No change | 390 | $4K |
| Global Financial Private Client, LLC | 0.00% | No change | 352 | $4K |
| Jones Financial Companies LLLP | 0.00% | Reduce -73.3% | 226 | $2K |
| Barclays PLC | 0.00% | New | 212 | $2K |
| Cape Investment Advisory, Inc. | 0.00% | Add +2.9% | 108 | $1K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 1 | $12 |
| Huntington National Bank | 0.00% | No change | 1 | $10 |
| Millstone Evans Group, LLC | 0.00% | — | 1 | $10 |
"% of holder's portfolio" is GHI's weight in each manager's 13F, not the share of Greystone Housing Impact Inv the manager owns.