Greystone Housing Impact InvGHI

13F holders, Q4 2025 (December 31)
46holders −3
11new positions
14sold out
1famous investor
$6.89avg. 13F price*

At the end of Q4 2025, 46 institutions reported holding Greystone Housing Impact Inv (GHI) in their 13F filings, down 3 from Q3 2025. 11 opened new positions and 14 sold out. The largest holders were Morgan Stanley ($4.1M), Equitable Holdings, Inc. ($2.3M) and Royal Bank of Canada ($1.8M). 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

0204060 Q1 2024: 57Q1 2024Q2 2024: 59Q2 2024Q3 2024: 55Q3 2024Q4 2024: 57Q4 2024Q1 2025: 51Q1 2025Q2 2025: 51Q2 2025Q3 2025: 49Q3 2025Q4 2025: 46Q4 2025Q1 2026: 40Q1 2026Q2 2026: 37Q2 2026

Total Exit/New Position Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions11$2.7M
Exits14$1.7M

All 13F filers, Q3 2025 → Q4 2025: 869,595 shares bought and 465,391 shares sold, net +404,204 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 46 holders

Morgan Stanley 0.00% Add +61.3% 587,823 $4.1M
Equitable Holdings, Inc. 0.02% Add +40.6% 333,875 $2.3M
Royal Bank of Canada 0.00% Add +30.9% 265,434 $1.8M
Raymond James Financial Inc. 0.00% Reduce -31.9% 223,118 $1.5M
Citadel Advisors 0.00% New 154,734 $1.1M
Susquehanna International Group, LLP 0.00% Add +216.6% 110,900 $764K
Bluefin Capital Management, LLC 0.20% New 103,201 $711K
America First Investment Advisors, LLC 0.08% Reduce -45.5% 65,528 $451K
Stifel Financial Corp. 0.00% Reduce -24.2% 48,373 $333K
Larson Financial Group LLC 0.01% Add +3.6% 44,565 $307K
Gsa Capital Partners LLP 0.02% Add +25.8% 41,444 $286K
Jump Financial, LLC 0.00% New 38,400 $265K
Wells Fargo & Company 0.00% Reduce -17.3% 32,926 $227K
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -1.4% 30,260 $215K
Samalin Investment Counsel, LLC 0.08% Reduce -39.2% 30,621 $211K
UBS Group AG 0.00% Reduce -2.9% 28,934 $199K
Mgo One Seven LLC 0.00% New 28,859 $199K
Bank of America Corp. 0.00% Reduce -12.3% 24,694 $170K
Advisory Advocates, LLC 0.15% — 22,064 $152K
Cambridge Investment Research Advisors, Inc. 0.00% Add +1.1% 21,644 $149K
Integrity Alliance, Llc. 0.00% No change 16,534 $114K
Jane Street Group, LLC 0.00% New 15,322 $106K
Creative Planning 0.00% No change 15,229 $105K
HRT Financial LP 0.00% New 14,746 $101K
Cetera Investment Advisers 0.00% Reduce -12.3% 14,108 $97K
NewEdge Advisors, LLC 0.00% No change 13,106 $90K
SOA Wealth Advisors, LLC. 0.01% Reduce -15.9% 12,166 $84K
Osaic Holdings, Inc. 0.00% Reduce -19.6% 12,152 $84K
Kestra Advisory Services, LLC 0.00% Add +5.8% 11,461 $79K
ING Groep NV 0.00% New 11,300 $78K
LPL Financial LLC 0.00% New 11,099 $76K
Corient Private Wealth LP 0.00% New 10,301 $71K
Gladstone Institutional Advisory LLC 0.00% New 10,293 $71K
Stephens Inc. 0.00% Reduce -41.2% 10,082 $69K
EverSource Wealth Advisors, LLC 0.00% Add +5.5% 10,000 $69K
Bullseye Investment Management, LLC 0.03% Reduce -89.7% 8,663 $60K
CoreCap Advisors, LLC 0.00% Add +311.3% 1,604 $11K
Geneos Wealth Management Inc. 0.00% No change 1,402 $10K
Heritage Wealth Advisors 0.00% No change 972 $7K
Eastern Bank 0.00% No change 500 $3K
Scarborough Advisors, LLC 0.00% Add +3.7% 366 $3K
Barclays PLC 0.00% Add +117.2% 278 $2K
Tower Research Capital LLC (TRC) 0.00% New 203 $1K
Rockefeller Capital Management L.P. 0.00% No change 104 $722
Huntington National Bank 0.00% No change 1 $7
CIBC Private Wealth Group LLC 0.00% No change 1 $7

"% of holder's portfolio" is GHI's weight in each manager's 13F, not the share of Greystone Housing Impact Inv the manager owns.