Greystone Housing Impact Investors LP (GHI) — Institutional Holders, Q2 2026

37 institutional investment managers reported a GHI position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $14.7M. Every filer is listed below, ranked by position value. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.

GHI in Q2 2026: what funds did

Funds that filed a 13F for both Q1 2026 and Q2 2026, by what they did with the common stock. Share counts are adjusted for any split between the two quarters; dollar figures are the change in shares at this quarter’s price.

New positions

7

Added to

10

Trimmed

9

Sold out

10

Biggest buyers

  1. EquitableAdded · +682,473 sh+$4.0M
  2. MORGAN STANLEYAdded · +133,922 sh+$776.7K
  3. Larson Financial GroupNew · +47,128 sh+$273.3K
  4. MGO ONE SEVENNew · +41,278 sh+$239.4K
  5. LPL FinancialNew · +12,550 sh+$72.8K

Biggest sellers

  1. RAYMOND JAMES FINANCIALTrimmed · -100,528 sh-$583.1K
  2. ROYAL BANK OF CANADATrimmed · -86,077 sh-$499.2K
  3. CITADEL ADVISORSTrimmed · -34,690 sh-$201.2K
  4. JANE STREET GROUPSold out · -22,027 sh-$127.8K
  5. Samalin Investment CounselTrimmed · -19,025 sh-$110.3K

GHI 13F holders ranked 1–37 of 37

Institutional investors reporting a position in Greystone Housing Impact Investors LP on SEC Form 13F-HR for Q2 2026, ranked by reported value.
InstitutionValueQoQ
Equitable#1 · 1,247,766 sh$7.2M+120.7%
MORGAN STANLEY#2 · 557,470 sh$3.2M+31.6%
BLUEFIN CAPITAL MANAGEMENT#3 · 103,201 sh$598.6K0.0%
SUSQUEHANNA INTERNATIONAL GROUP, LLP#4 · 99,649 sh$578.0K+5.7%
RAYMOND JAMES FINANCIAL#5 · 61,032 sh$354.0K-62.2%
ROYAL BANK OF CANADA#6 · 53,333 sh$309.0K-61.7%
Larson Financial Group#7 · 47,128 sh$273.3KNew
STIFEL FINANCIAL#8 · 44,789 sh$259.8K-7.4%
MGO ONE SEVEN#9 · 41,278 sh$239.4KNew
ASHTON THOMAS SECURITIES#10 · 25,126 sh$145.7K0.0%
Samalin Investment Counsel#11 · 24,898 sh$144.4K-43.3%
Cambridge Investment Research Advisors#12 · 21,644 sh$126.0K0.0%
Corient Private Wealth#13 · 21,001 sh$121.8K+6.7%
WELLS FARGO & COMPANY#14 · 19,393 sh$112.5K0.0%
INTEGRITY ALLIANCE#15 · 16,534 sh$95.9K0.0%
Kestra Advisory Services#16 · 16,221 sh$94.1K-2.5%
Cetera Investment Advisers#17 · 14,396 sh$83.5K+2.5%
Advisory Advocates#18 · 12,953 sh$75.1K+0.3%
UBS Group AG#19 · 12,875 sh$74.7K-35.8%
LPL Financial#20 · 12,550 sh$72.8KNew
Mariner#21 · 11,586 sh$67.2KNew
Gladstone Institutional Advisory#22 · 10,293 sh$59.7K0.0%
CITADEL ADVISORS#23 · 10,231 sh$59.3K-77.2%
STEPHENS#24 · 10,082 sh$58.5K0.0%
EverSource Wealth Advisors#25 · 10,000 sh$58.0K+8233.3%
Abel Hall#26 · 10,000 sh$58.0K0.0%
BARCLAYS PLC#27 · 5,310 sh$30.8K+1810.1%
Bullseye Investment Management#28 · 5,130 sh$29.8K-15.4%
OSAIC#29 · 4,995 sh$29.0K-48.7%
IFG Advisory#30 · 4,378 sh$25.4K0.0%
Newbridge Financial Services Group#31 · 2,575 sh$14.9KNew
CoreCap Advisors#32 · 1,604 sh$9.3K0.0%
Rockefeller Capital Management L.P.#33 · 110 sh$643.00+1.9%
SIMPLEX TRADING#34 · 52 sh$301.00New
SHP Wealth Management#35 · 50 sh$290.00New
BlackRock#36 · 1 sh$6.000.0%
HUNTINGTON NATIONAL BANK#37 · 1 sh$6.000.0%

Funds that sold out of GHI in Q2 2026 (10)

Held GHI at the end of Q1 2026 and filed a Q2 2026 13F without it. Not in the list above, because they no longer hold it. Largest prior position first.

Institutions that held GHI in Q1 2026 and reported no position in Q2 2026.
InstitutionValue in Q1 2026
JANE STREET GROUP22,027 sh$108.4K
BANK OF AMERICA16,920 sh$83.2K
HRT FINANCIAL12,981 sh$63.0K
SOA Wealth Advisors12,166 sh$59.9K
Advisory Services Network6,466 sh$31.8K
JONES FINANCIAL COMPANIES LLLP3,902 sh$19.2K
NewEdge Advisors13,106 sh$13.1K
Nemes Rush Group1,210 sh$6.0K
Heritage Wealth Advisors972 sh$4.8K
Scarborough Advisors377 sh$1.9K

Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.