Greystone Housing Impact InvGHI
13F holders, Q1 2025 (March 31)51holders −6
3new positions
10sold out
1famous investor
$12.34avg. 13F price*
At the end of Q1 2025, 51 institutions reported holding Greystone Housing Impact Inv (GHI) in their 13F filings, down 6 from Q4 2024. 3 opened new positions and 10 sold out. The largest holders were Raymond James Financial Inc. ($4.2M), Morgan Stanley ($3.3M) 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $434K |
| Exits | 10 | $1.3M |
All 13F filers, Q4 2024 → Q1 2025: 131,638 shares bought and 376,604 shares sold, net −244,966 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 51 holders
| Raymond James Financial Inc. | 0.00% | Add +7.8% | 340,762 | $4.2M |
| Morgan Stanley | 0.00% | Reduce -25.1% | 269,496 | $3.3M |
| Equitable Holdings, Inc. | 0.02% | Reduce -16.3% | 186,405 | $2.3M |
| Royal Bank of Canada | 0.00% | Add +9.3% | 166,134 | $2.0M |
| Bluefin Capital Management, LLC | 1.06% | — | 103,201 | $1.3M |
| UBS Group AG | 0.00% | Reduce -14.7% | 98,182 | $1.2M |
| Citadel Advisors | 0.00% | Reduce -45.2% | 92,290 | $1.1M |
| Bullseye Investment Management, LLC | 0.66% | Add +42.4% | 84,189 | $1.0M |
| America First Investment Advisors, LLC | 0.15% | Add +0.1% | 56,772 | $700K |
| Stifel Financial Corp. | 0.00% | Add +8.2% | 55,175 | $680K |
| Samalin Investment Counsel, LLC | 0.25% | Reduce -19.4% | 49,820 | $614K |
| Susquehanna International Group, LLP | 0.00% | Reduce -13.9% | 41,096 | $507K |
| Freestone Capital Holdings, LLC | 0.02% | Add +61.8% | 40,927 | $505K |
| Wells Fargo & Company | 0.00% | Add +6.6% | 38,770 | $478K |
| US Bancorp \de | 0.00% | Add +2.1% | 30,928 | $381K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +1.4% | 30,699 | $379K |
| Bank of America Corp. | 0.00% | Add +6.7% | 30,043 | $370K |
| LPL Financial LLC | 0.00% | Add +5.7% | 24,601 | $303K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +2.4% | 21,248 | $262K |
| Royal Capital Wealth Management, LLC | 0.18% | No change | 20,826 | $257K |
| Lido Advisors, LLC | 0.00% | New | 18,155 | $231K |
| Cetera Investment Advisers | 0.00% | Reduce -8.0% | 17,475 | $215K |
| SOA Wealth Advisors, LLC. | 0.04% | No change | 17,471 | $215K |
| Stephens Inc. | 0.00% | No change | 17,140 | $211K |
| Integrity Alliance, Llc. | 0.01% | No change | 16,534 | $204K |
| Mgo One Seven LLC | 0.01% | New | 16,444 | $203K |
| Creative Planning | 0.00% | Add +0.2% | 16,280 | $201K |
| Mariner, LLC | 0.00% | Add +4.2% | 16,012 | $197K |
| PFG Investments, LLC | 0.01% | Reduce -13.9% | 15,165 | $187K |
| Fiduciary Trust Co | 0.00% | No change | 13,843 | $171K |
| IFG Advisory, LLC | 0.01% | Reduce -25.7% | 13,268 | $164K |
| NewEdge Advisors, LLC | 0.00% | No change | 13,106 | $162K |
| &partners | 0.00% | No change | 12,005 | $153K |
| Osaic Holdings, Inc. | 0.00% | Add +39.5% | 8,171 | $101K |
| EverSource Wealth Advisors, LLC | 0.01% | No change | 7,477 | $92K |
| JPMorgan Chase & Co. | 0.00% | Add +90.8% | 4,625 | $57K |
| AllSquare Wealth Management LLC | 0.02% | No change | 2,767 | $34K |
| Jones Financial Companies LLLP | 0.00% | Add +373.0% | 1,069 | $14K |
| Heritage Wealth Advisors | 0.00% | No change | 972 | $12K |
| Rothschild Investment LLC | 0.00% | No change | 926 | $11K |
| Lanark Financial, Inc. | 0.00% | — | 828 | $10K |
| Geneos Wealth Management Inc. | 0.00% | No change | 701 | $9K |
| Simplex Trading, LLC | 0.00% | Reduce -90.0% | 524 | $6K |
| CoreCap Advisors, LLC | 0.00% | No change | 390 | $5K |
| Global Financial Private Client, LLC | 0.00% | No change | 352 | $4K |
| Cape Investment Advisory, Inc. | 0.00% | Add +2.8% | 111 | $1K |
| Hexagon Capital Partners LLC | 0.00% | New | 62 | $764 |
| Barclays PLC | 0.00% | Reduce -95.8% | 9 | $111 |
| CIBC Private Wealth Group LLC | 0.00% | Add +100.0% | 2 | $22 |
| Huntington National Bank | 0.00% | No change | 1 | $12 |
| Millstone Evans Group, LLC | 0.00% | No change | 1 | $12 |
"% of holder's portfolio" is GHI's weight in each manager's 13F, not the share of Greystone Housing Impact Inv the manager owns.