Greystone Housing Impact InvGHI
13F holders, Q2 2025 (June 30)51holders
8new positions
9sold out
1famous investor
$11.36avg. 13F price*
At the end of Q2 2025, 51 institutions reported holding Greystone Housing Impact Inv (GHI) in their 13F filings, unchanged from Q1 2025. 8 opened new positions and 9 sold out. The largest holders were Raymond James Financial Inc. ($3.8M), Morgan Stanley ($3.5M) and Equitable Holdings, 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 Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $1.1M |
| Exits | 9 | $825K |
All 13F filers, Q1 2025 → Q2 2025: 252,126 shares bought and 194,472 shares sold, net +57,654 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 51 holders
| Raymond James Financial Inc. | 0.00% | Reduce -1.4% | 335,947 | $3.8M |
| Morgan Stanley | 0.00% | Add +16.3% | 313,452 | $3.5M |
| Equitable Holdings, Inc. | 0.02% | Add +12.2% | 209,095 | $2.4M |
| Royal Bank of Canada | 0.00% | Add +4.3% | 173,285 | $2.0M |
| America First Investment Advisors, LLC | 0.27% | Add +111.7% | 120,189 | $1.4M |
| Bluefin Capital Management, LLC | 0.93% | No change | 103,201 | $1.2M |
| Bullseye Investment Management, LLC | 0.66% | No change | 84,189 | $1.0M |
| UBS Group AG | 0.00% | Reduce -21.1% | 77,476 | $877K |
| Stifel Financial Corp. | 0.00% | Reduce -3.8% | 53,094 | $601K |
| Samalin Investment Counsel, LLC | 0.20% | Reduce -6.6% | 46,541 | $527K |
| Larson Financial Group LLC | 0.02% | New | 41,790 | $473K |
| Freestone Capital Holdings, LLC | 0.02% | No change | 40,927 | $463K |
| Wells Fargo & Company | 0.00% | Add +2.8% | 39,864 | $451K |
| Susquehanna International Group, LLP | 0.00% | Reduce -13.9% | 35,370 | $400K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | No change | 30,699 | $352K |
| US Bancorp \de | 0.00% | No change | 30,928 | $350K |
| Bank of America Corp. | 0.00% | Reduce -6.3% | 28,156 | $319K |
| Fiduciary Trust Co | 0.00% | Add +97.9% | 27,395 | $310K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +1.3% | 21,525 | $244K |
| Gsa Capital Partners LLP | 0.02% | New | 21,307 | $241K |
| Citadel Advisors | 0.00% | Reduce -77.9% | 20,387 | $231K |
| LPL Financial LLC | 0.00% | Reduce -26.2% | 18,166 | $206K |
| Royal Capital Wealth Management, LLC | 0.14% | Reduce -13.6% | 17,996 | $204K |
| Stephens Inc. | 0.00% | No change | 17,140 | $194K |
| Cetera Investment Advisers | 0.00% | Reduce -4.1% | 16,763 | $190K |
| Integrity Alliance, Llc. | 0.01% | No change | 16,534 | $187K |
| Creative Planning | 0.00% | Add +0.2% | 16,311 | $185K |
| Savvy Advisors, Inc. | 0.01% | New | 15,850 | $179K |
| SOA Wealth Advisors, LLC. | 0.03% | Reduce -17.2% | 14,472 | $164K |
| PFG Investments, LLC | 0.01% | Reduce -11.5% | 13,415 | $152K |
| NewEdge Advisors, LLC | 0.00% | No change | 13,106 | $148K |
| &partners | 0.00% | Reduce -5.7% | 11,316 | $128K |
| Commonwealth Equity Services, LLC | 0.00% | New | 10,443 | $118K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +16.7% | 8,727 | $99K |
| Osaic Holdings, Inc. | 0.00% | Reduce -2.1% | 8,002 | $91K |
| Motco | 0.00% | New | 4,152 | $46K |
| Ameritas Advisory Services, LLC | 0.00% | New | 3,238 | $37K |
| AllSquare Wealth Management LLC | 0.02% | No change | 2,767 | $31K |
| JPMorgan Chase & Co. | 0.00% | Reduce -47.6% | 2,424 | $27K |
| Geneos Wealth Management Inc. | 0.00% | Add +100.0% | 1,402 | $16K |
| Simplex Trading, LLC | 0.00% | Add +158.6% | 1,355 | $15K |
| Hilltop National Bank | 0.00% | — | 1,036 | $12K |
| Heritage Wealth Advisors | 0.00% | No change | 972 | $11K |
| Lanark Financial, Inc. | 0.00% | No change | 828 | $9K |
| CoreCap Advisors, LLC | 0.00% | No change | 390 | $4K |
| Scarborough Advisors, LLC | 0.00% | New | 344 | $4K |
| Cape Investment Advisory, Inc. | 0.00% | Add +2.7% | 114 | $1K |
| Barclays PLC | 0.00% | Add +533.3% | 57 | $645 |
| Huntington National Bank | 0.00% | No change | 1 | $11 |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -50.0% | 1 | $11 |
| Tower Research Capital LLC (TRC) | 0.00% | New | 1 | $11 |
"% of holder's portfolio" is GHI's weight in each manager's 13F, not the share of Greystone Housing Impact Inv the manager owns.