Greystone Housing Impact InvGHI

13F holders, Q1 2026 (March 31)
40holders −6
7new positions
12sold out
1famous investor
$5.49avg. 13F price*

At the end of Q1 2026, 40 institutions reported holding Greystone Housing Impact Inv (GHI) in their 13F filings, down 6 from Q4 2025. 7 opened new positions and 12 sold out. The largest holders were Equitable Holdings, Inc. ($3.9M), Morgan Stanley ($2.1M) and Raymond James Financial Inc. ($795K). 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 Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions7$251K
Exits12$2.0M

All 13F filers, Q4 2025 → Q1 2026: 317,075 shares bought and 813,234 shares sold, net −496,159 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 40 holders

Equitable Holdings, Inc. 0.03% Add +69.3% 565,293 $3.9M
Morgan Stanley 0.00% Reduce -27.9% 423,548 $2.1M
Raymond James Financial Inc. 0.00% Reduce -27.6% 161,560 $795K
Royal Bank of Canada 0.00% Reduce -47.5% 139,410 $686K
Bluefin Capital Management, LLC 0.59% No change 103,201 $508K
Susquehanna International Group, LLP 0.00% Reduce -14.9% 94,317 $464K
Stifel Financial Corp. 0.00% Add +0.0% 48,374 $238K
Citadel Advisors 0.00% Reduce -71.0% 44,921 $221K
Samalin Investment Counsel, LLC 0.08% Add +43.4% 43,923 $216K
Ashton Thomas Securities, LLC 0.02% New 25,126 $124K
Jane Street Group, LLC 0.00% Add +43.8% 22,027 $108K
Cambridge Investment Research Advisors, Inc. 0.00% No change 21,644 $106K
UBS Group AG 0.00% Reduce -30.7% 20,048 $99K
Corient Private Wealth LP 0.00% Add +91.0% 19,676 $97K
Wells Fargo & Company 0.00% Reduce -41.1% 19,392 $95K
Bank of America Corp. 0.00% Reduce -31.5% 16,920 $83K
Kestra Advisory Services, LLC 0.00% Add +45.2% 16,637 $82K
Integrity Alliance, Llc. 0.00% No change 16,534 $81K
Cetera Investment Advisers 0.00% Reduce -0.5% 14,041 $69K
NewEdge Advisors, LLC 0.00% No change 13,106 $64K
Advisory Advocates, LLC 0.06% Reduce -41.5% 12,917 $64K
HRT Financial LP 0.00% Reduce -12.0% 12,981 $63K
SOA Wealth Advisors, LLC. 0.01% No change 12,166 $60K
Gladstone Institutional Advisory LLC 0.00% No change 10,293 $51K
Stephens Inc. 0.00% No change 10,082 $50K
Abel Hall, LLC 0.01% New 10,000 $49K
EverSource Wealth Advisors, LLC 0.00% No change 10,000 $49K
Osaic Holdings, Inc. 0.00% Reduce -19.9% 9,733 $48K
Advisory Services Network, LLC 0.00% New 6,466 $32K
Bullseye Investment Management, LLC 0.02% Reduce -30.0% 6,063 $30K
IFG Advisory, LLC 0.06% New 4,378 $22K
Jones Financial Companies LLLP 0.00% New 3,902 $19K
CoreCap Advisors, LLC 0.00% No change 1,604 $8K
Nemes Rush Group LLC 0.00% New 1,210 $6K
Heritage Wealth Advisors 0.00% No change 972 $5K
Scarborough Advisors, LLC 0.00% Add +3.0% 377 $2K
Barclays PLC 0.00% No change 278 $1K
Rockefeller Capital Management L.P. 0.00% Add +3.9% 108 $531
Huntington National Bank 0.00% No change 1 $5
BlackRock, Inc. 0.00% New 1 $5

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