Greystone Housing Impact InvGHI
13F holders, Q3 2025 (September 30)49holders −2
6new positions
8sold out
$10.39avg. 13F price*
At the end of Q3 2025, 49 institutions reported holding Greystone Housing Impact Inv (GHI) in their 13F filings, down 2 from Q2 2025. 6 opened new positions and 8 sold out. The largest holders were Morgan Stanley ($3.8M), Raymond James Financial Inc. ($3.4M) and Equitable Holdings, Inc. ($2.4M).
- Company
- Greystone Housing Impact Inv
- CUSIP
- 02364V206
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $205K |
| Exits | 8 | $1.8M |
All 13F filers, Q2 2025 → Q3 2025: 164,671 shares bought and 220,922 shares sold, net −56,251 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 49 holders
| Morgan Stanley | 0.00% | Add +16.2% | 364,347 | $3.8M |
| Raymond James Financial Inc. | 0.00% | Reduce -2.5% | 327,526 | $3.4M |
| Equitable Holdings, Inc. | 0.02% | Add +13.6% | 237,506 | $2.4M |
| Royal Bank of Canada | 0.00% | Add +17.1% | 202,822 | $2.1M |
| America First Investment Advisors, LLC | 0.23% | No change | 120,189 | $1.2M |
| Bullseye Investment Management, LLC | 0.66% | No change | 84,189 | $1.0M |
| Stifel Financial Corp. | 0.00% | Add +20.1% | 63,780 | $657K |
| Samalin Investment Counsel, LLC | 0.18% | Add +8.3% | 50,386 | $519K |
| Larson Financial Group LLC | 0.02% | Add +2.9% | 43,016 | $443K |
| Freestone Capital Holdings, LLC | 0.01% | No change | 40,927 | $422K |
| Wells Fargo & Company | 0.00% | Reduce -0.1% | 39,821 | $410K |
| Susquehanna International Group, LLP | 0.00% | Reduce -1.0% | 35,032 | $361K |
| Gsa Capital Partners LLP | 0.03% | Add +54.7% | 32,955 | $339K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | No change | 30,699 | $315K |
| US Bancorp \de | 0.00% | Reduce -2.0% | 30,294 | $312K |
| UBS Group AG | 0.00% | Reduce -61.5% | 29,802 | $307K |
| Bank of America Corp. | 0.00% | No change | 28,156 | $290K |
| Fiduciary Trust Co | 0.00% | No change | 27,395 | $282K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -0.6% | 21,397 | $220K |
| Royal Capital Wealth Management, LLC | 0.11% | No change | 17,996 | $185K |
| Stephens Inc. | 0.00% | No change | 17,140 | $177K |
| Integrity Alliance, Llc. | 0.01% | No change | 16,534 | $170K |
| Cetera Investment Advisers | 0.00% | Reduce -4.0% | 16,087 | $166K |
| Osaic Holdings, Inc. | 0.00% | Add +88.8% | 15,107 | $161K |
| Creative Planning | 0.00% | Reduce -6.6% | 15,229 | $157K |
| SOA Wealth Advisors, LLC. | 0.02% | No change | 14,472 | $149K |
| NewEdge Advisors, LLC | 0.00% | No change | 13,106 | $135K |
| Savvy Advisors, Inc. | 0.01% | Reduce -18.6% | 12,900 | $133K |
| PFG Investments, LLC | 0.01% | Reduce -8.6% | 12,258 | $126K |
| &partners | 0.00% | Add +5.4% | 11,931 | $123K |
| Kestra Advisory Services, LLC | 0.00% | New | 10,834 | $112K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +8.6% | 9,477 | $98K |
| Advisory Services Network, LLC | 0.00% | New | 6,666 | $69K |
| Ameritas Advisory Services, LLC | 0.00% | No change | 3,238 | $33K |
| AllSquare Wealth Management LLC | 0.01% | No change | 2,767 | $29K |
| JPMorgan Chase & Co. | 0.00% | No change | 2,424 | $25K |
| Geneos Wealth Management Inc. | 0.00% | No change | 1,402 | $14K |
| Group One Trading LLC | 0.00% | New | 1,144 | $12K |
| Hilltop National Bank | 0.00% | No change | 1,036 | $11K |
| Heritage Wealth Advisors | 0.00% | No change | 972 | $10K |
| Lanark Financial, Inc. | 0.00% | No change | 828 | $9K |
| Russell Investments Group, Ltd. | 0.00% | New | 625 | $6K |
| Eastern Bank | 0.00% | New | 500 | $5K |
| CoreCap Advisors, LLC | 0.00% | No change | 390 | $4K |
| Scarborough Advisors, LLC | 0.00% | Add +2.6% | 353 | $4K |
| Barclays PLC | 0.00% | Add +124.6% | 128 | $1K |
| Rockefeller Capital Management L.P. | 0.00% | New | 104 | $1K |
| Huntington National Bank | 0.00% | No change | 1 | $10 |
| CIBC Private Wealth Group LLC | 0.00% | No change | 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.