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Greystone Housing Impact Investors (GHI) Institutional Ownership

Greystone Housing Impact Investors logo
$6.00 +0.03 (+0.44%)
Closing price 09/18/2026 03:58 PM Eastern
Extended Trading
$5.98 -0.02 (-0.27%)
As of 09/18/2026 07:30 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.
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Institutional Ownership Changes (13F Filings) for Greystone Housing Impact Investors (NYSE:GHI)

Current
Institutional Ownership
Percentage
9.01%
Number of
Institutional Buyers
(last 12 months)
16
Total
Institutional Inflows
(last 12 months)
$3.03M
Number of
Institutional Sellers
(last 12 months)
12
Total
Institutional Outflows
(last 12 months)
$1.75M
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GHI Institutional Buying and Selling by Quarter

Greystone Housing Impact Investors Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/1/2026 MGO One Seven LLC41,278$239K0.0%N/A0.175%
7/27/2026 Samalin Investment Counsel LLC24,898$144K0.0%-43.3%0.106%
5/19/2026 Bank of America Corp DE16,920$83K0.0%-31.5%0.072%
5/19/2026 Ashton Thomas Securities LLC25,126$124K0.0%N/A0.107%
5/18/2026 Royal Bank of Canada139,410$686K0.0%-47.5%0.591%
4/30/2026 Kestra Advisory Services LLC16,637$82K0.0%+45.2%0.071%
4/28/2026 Abel Hall LLC10,000$49K0.0%N/A0.042%
3/9/2026 Corient Private Wealth LLC10,301$71K0.0%N/A0.044%
2/19/2026 Corient Private Wealth LLC10,301$71K0.0%N/A0.044%
2/17/2026 Cetera Investment Advisers14,108$97K0.0%-12.3%0.060%
2/17/2026 Equitable Holdings Inc.333,875$2.30M0.0%+40.6%1.416%
2/17/2026 Jump Financial LLC38,400$265K0.0%N/A0.163%
2/17/2026 Royal Bank of Canada265,434$1.83M0.0%+30.9%1.126%
2/13/2026 Stifel Financial Corp48,373$333K0.0%-24.2%0.205%
2/13/2026 Wells Fargo & Company MN32,926$227K0.0%-17.3%0.140%
2/12/2026 Jane Street Group LLC15,322$106K0.0%N/A0.065%
2/12/2026 HRT Financial LP14,746$101K0.0%N/A0.063%
2/11/2026 LPL Financial LLC11,099$76K0.0%N/A0.047%
2/11/2026 ING Groep NV11,300$78K0.0%N/A0.048%
2/9/2026 America First Investment Advisors LLC65,528$451K0.1%-45.5%0.278%
2/6/2026 Larson Financial Group LLC44,565$307K0.0%+3.6%0.189%
2/5/2026 Stephens Inc. AR10,082$69K0.0%-41.2%0.043%
2/3/2026 MGO One Seven LLC28,859$199K0.0%N/A0.122%
1/30/2026 Samalin Investment Counsel LLC30,621$211K0.1%-39.2%0.130%
1/20/2026 SOA Wealth Advisors LLC.12,166$84K0.0%-15.9%0.052%
11/18/2025 Advisory Services Network LLC6,666$69K0.0%N/A0.028%
11/17/2025 Susquehanna International Group LLP35,032$361K0.0%-24.6%0.149%
11/14/2025 Raymond James Financial Inc.327,526$3.37M0.0%-2.5%1.389%
11/14/2025 Equitable Holdings Inc.237,506$2.45M0.0%+13.6%1.007%
11/7/2025 GSA Capital Partners LLP32,955$339K0.0%+54.7%0.140%
11/6/2025 Savvy Advisors Inc.12,900$133K0.0%-18.6%0.055%
10/30/2025 Samalin Investment Counsel LLC50,386$519K0.2%+8.3%0.214%
8/15/2025 Royal Capital Wealth Management LLC17,996$204K0.1%-13.6%0.076%
8/15/2025 Bank of America Corp DE28,156$319K0.0%-6.3%0.119%
8/14/2025 Raymond James Financial Inc.335,947$3.80M0.0%-1.4%1.425%
8/13/2025 EverSource Wealth Advisors LLC8,727$99K0.0%+16.7%0.037%
8/12/2025 JPMorgan Chase & Co.2,424$27K0.0%-47.6%0.010%
8/11/2025 America First Investment Advisors LLC120,189$1.36M0.3%+111.7%0.514%
8/7/2025 Samalin Investment Counsel LLC46,541$527K0.2%-6.6%0.199%
8/4/2025 Savvy Advisors Inc.15,850$179K0.0%N/A0.068%
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8/1/2025 Motco4,152$46K0.0%N/A0.018%
7/21/2025 Ameritas Advisory Services LLC3,238$37K0.0%N/A0.014%
7/18/2025 SOA Wealth Advisors LLC.14,472$164K0.0%-17.2%0.062%
7/18/2025 PFG Investments LLC13,415$152K0.0%-11.5%0.057%
5/21/2025Bluefin Capital Management LLC103,201$1.27M0.9%N/A0.441%
5/16/2025Jones Financial Companies Lllp32,632$402K0.0%+14,338.9%0.139%
5/15/2025Royal Bank of Canada166,134$2.05M0.0%+9.3%0.717%
5/14/2025Samalin Investment Counsel LLC49,820$614K0.2%-19.4%0.215%
5/13/2025Freestone Capital Holdings LLC40,927$505K0.0%+61.8%0.177%
5/13/2025Raymond James Financial Inc.340,762$4.20M0.0%+7.8%1.471%
5/8/2025IFG Advisory LLC13,268$164K0.0%-25.7%0.057%
5/6/2025Cetera Investment Advisers17,475$215K0.0%-8.0%0.075%
4/22/2025PFG Investments LLC15,165$187K0.0%-13.9%0.065%
2/18/2025Royal Capital Wealth Management LLC20,826$213K0.1%-16.4%0.089%
2/17/2025Bank of America Corp DE28,156$289K0.0%-3.5%0.121%
2/14/2025Jane Street Group LLC34,254$351K0.0%N/A0.147%
2/14/2025Stifel Financial Corp51,017$523K0.0%+4.9%0.219%
2/13/2025NewEdge Advisors LLC13,106$134K0.0%N/A0.056%
2/13/2025Jump Financial LLC14,792$152K0.0%N/A0.064%
2/13/2025Mariner LLC15,370$158K0.0%-25.2%0.066%
2/13/2025Rockefeller Capital Management L.P.23,720$243K0.0%-4.4%0.102%
2/13/2025Raymond James Financial Inc.316,055$3.24M0.0%N/A1.357%
2/13/2025Wells Fargo & Company MN36,369$373K0.0%-17.2%0.156%
2/12/2025Bullseye Investment Management LLC59,124$628K0.4%N/A0.254%
2/12/2025America First Investment Advisors LLC56,731$581K0.1%-51.3%0.244%
2/11/2025LPL Financial LLC23,274$239K0.0%-18.3%0.100%
2/11/2025Samalin Investment Counsel LLC61,826$634K0.3%+40.7%0.265%
2/11/2025Virtu Financial LLC16,001$164K0.0%N/A0.069%
2/10/2025Commonwealth Equity Services LLC13,389$137K0.0%+12.9%0.057%
2/10/2025EverSource Wealth Advisors LLC7,477$77K0.0%+15.4%0.032%
2/6/2025Freestone Capital Holdings LLC25,297$259K0.0%-62.7%0.109%
2/6/2025Raymond James Financial Inc.316,055$3.24M0.0%N/A1.357%
12/26/2024JPMorgan Chase & Co.2,881$40K0.0%-82.2%0.012%
11/14/2024Rockefeller Capital Management L.P.24,799$348K0.0%-28.0%0.106%
10/24/2024PFG Investments LLC18,438$259K0.0%-13.1%0.079%
8/14/2024Royal Capital Wealth Management LLC24,827$368K0.3%+7.1%0.107%
8/7/2024PFG Investments LLC21,218$314K0.0%-6.2%0.091%
8/7/2024Ashton Thomas Private Wealth LLC2,074$31K0.0%N/A0.009%
7/31/2024IFG Advisory LLC20,968$311K0.0%-41.1%0.090%
7/23/2024XML Financial LLC14,897$221K0.0%-11.8%0.064%
7/19/2024Raymond James & Associates160,582$2.38M0.0%-5.1%0.689%
6/21/2024Cape Investment Advisory Inc.8,105$132K0.1%+60.5%0.035%
5/24/2024Cetera Advisors LLC20,760$338K0.0%N/A0.089%
5/14/2024Freestone Capital Holdings LLC163,728$2.67M0.1%-13.6%0.703%
4/23/2024Raymond James Financial Services Advisors Inc.174,759$2.85M0.0%-0.5%0.759%
4/22/2024PFG Investments LLC22,611$368K0.0%+3.9%0.098%
3/4/2024Tucker Asset Management LLC4,739$80K0.0%N/A0.021%
3/1/2024Pineridge Advisors LLC8,559$144K0.0%N/A0.037%
2/16/2024Bluefin Capital Management LLC102,773$1.74M0.2%+2.9%0.448%
2/12/2024Tradition Wealth Management LLC21,106$354K0.0%+4.1%0.092%
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2/12/2024Cape Investment Advisory Inc.5,049$85K0.0%+150.7%0.022%
1/30/2024Octavia Wealth Advisors LLC40,708$701K0.1%N/A0.178%
1/16/2024Raymond James Financial Services Advisors Inc.175,671$2.95M0.0%+2.0%0.766%
1/16/2024Raymond James & Associates170,087$2.86M0.0%-1.7%0.742%
11/14/2023Samalin Investment Counsel LLC75,041$1.16M0.7%-5.2%0.327%
11/13/2023PNC Financial Services Group Inc.14,152$219K0.0%-58.9%0.062%
11/7/2023Cape Investment Advisory Inc.2,014$31K0.0%N/A0.009%
11/4/2023EverSource Wealth Advisors LLC2,391$37K0.0%N/A0.010%
10/24/2023Goodwin Daniel L104,442$1.61M0.8%+19.0%0.457%
10/24/2023Raymond James Financial Services Advisors Inc.172,283$2.66M0.0%+1.3%0.755%


GHI Institutional Ownership - Frequently Asked Questions

During the previous two years, 42 institutional investors and hedge funds held shares of Greystone Housing Impact Investors. The most heavily invested institutionals were Raymond James Financial Inc. ($3.37M), Equitable Holdings Inc. ($2.30M), Bluefin Capital Management LLC ($1.27M), Royal Bank of Canada ($686K), Bullseye Investment Management LLC ($628K), Freestone Capital Holdings LLC ($505K), and America First Investment Advisors LLC ($451K).Learn more on Greystone Housing Impact Investors' institutional investors.

9.01% of Greystone Housing Impact Investors' stock is owned by institutional investors. Learn more on GHI's institutional investor holdings.

Of the 30 institutional investors that purchased Greystone Housing Impact Investors' stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Raymond James Financial Inc. ($656.82K), Equitable Holdings Inc. ($124.78K), Bluefin Capital Management LLC ($103.20K), Royal Bank of Canada ($76.78K), MGO One Seven LLC ($70.14K), America First Investment Advisors LLC ($63.42K), and Bullseye Investment Management LLC ($59.12K).

Institutional investors have bought a total of 433,008 shares in the last 24 months. This purchase volume represents approximately $3.03M in transactions.

Of the 12 institutional investors that sold Greystone Housing Impact Investors' stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Royal Bank of Canada ($126.02K), America First Investment Advisors LLC ($54.66K), Samalin Investment Counsel LLC ($38.79K), Stifel Financial Corp ($15.41K), Susquehanna International Group LLP ($11.44K), Raymond James Financial Inc. ($8.42K), and Bank of America Corp DE ($7.77K).

Institutional investors have sold a total of 283,703 shares in the last 24 months. This volume of shares sold represents approximately $1.75M in transactions.


Related Companies

Institutional ownership data for NYSE:GHI is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/1/2026. New 13F filings are added each quarter as they're published.
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