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Disclosery

GHI GREYSTONE HOUSING IMPACT INV

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BEN UNIT CTF (common), issuer CIK 1059142

58 managers (58 13F filers) reported a position in GHI shares at 2024-12-31, 2,155,423 shares in all. 12 filers opened a position and 10 filers sold out during the quarter.

Managers
58
13F filers
58
New
12
Added
13
Reduced
16
Sold out
10
Shares held by filers
2,155,423

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

The latest Form 4 transactions, non-derivative.
OwnerDateSharesPriceFiling
Griffith Walter Kdirector2026-10-09-5,376 D$0Form 4

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
MORGAN STANLEYin group MORGAN STANLEY359,716$3.69M<0.01%-1,79413F-HR/ATimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC316,055$3.24M<0.01%13F-HR/ATimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.222,701$2.28M0.02%+27,71113F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC168,286$1.72M<0.01%+113,58813F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA151,971$1.56M<0.01%+42,32713F-HRTimelineGroup
UBS Group AGin group UBS Group AG115,107$1.18M<0.01%+40,86513F-HRTimelineGroup
Samalin Investment Counsel, LLC61,826$634K0.27%+17,88113F-HRTimeline
Bullseye Investment Management, LLC59,124$628K0.42%new13F-HRTimeline
America First Investment Advisors, LLC56,731$581K0.13%-59,80713F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP51,017$523K<0.01%+2,36113F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…47,730$489K<0.01%new13F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN36,369$373K<0.01%-7,56913F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC34,254$351K<0.01%new13F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\30,294$311K<0.01%013F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…30,265$310K<0.01%013F-HR/ATimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/28,156$289K<0.01%-1,02413F-HRTimelineGroup
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…25,297$259K0.01%-42,60513F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…23,720$243K<0.01%-1,07913F-HRTimelineGroup
LPL Financial LLC23,274$239K<0.01%-5,19813F-HRTimeline
Royal Capital Wealth Management, LLC20,826$213K0.15%-4,09813F-HRTimeline
Cambridge Investment Research Advisors,…20,750$213K<0.01%-3,82713F-HRTimeline
Cetera Investment Advisers19,001$195K<0.01%+3113F-HRTimeline
IFG Advisory, LLC17,868$183K0.01%-3,10013F-HRTimeline
PFG Investments, LLC17,610$180K0.01%-82813F-HRTimeline
SOA Wealth Advisors, LLC.17,471$179K0.03%-26613F-HR/ATimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…17,140$176K<0.01%013F-HRTimelineGroup
INTEGRITY ALLIANCE, LLC.16,534$169K0.02%13F-HRTimeline
Creative Planningin group Creative Planning16,251$167K<0.01%+2913F-HRTimelineGroup
Virtu Financial LLCin group Virtu Financial LLC16,001$164K0.01%new13F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC15,370$158K<0.01%-5,19013F-HRTimelineGroup
Jump Financial, LLCin group Jump Financial, LLC14,792$152K<0.01%new13F-HRTimelineGroup
Fiduciary Trust Coin group Fiduciary Trust Co13,843$142K<0.01%013F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC13,389$137K<0.01%+1,52713F-HRTimeline
NewEdge Advisors, LLC13,106$134K<0.01%new13F-HRTimeline
&PARTNERS12,005$132K<0.01%new13F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC10,183$104K<0.01%new13F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…7,477$76.6K<0.01%+1,00013F-HRTimelineGroup
NFSG Corp5,907$60.5K0.02%+10013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.5,858$60K<0.01%-36713F-HR/ATimelineGroup
SIMPLEX TRADING, LLC5,233$53K<0.01%+5,16313F-HRTimeline
NATIXISin group Natixis Investment Managers4,372$44.8K<0.01%013F-HRTimelineGroup
AllSquare Wealth Management LLC2,767$28.4K0.02%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO2,424$24.8K<0.01%-45713F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…1,737$17.8K<0.01%new13F-HRTimelineGroup
Hilltop National Bank1,036$10.6K<0.01%013F-HRTimeline
Heritage Wealth Advisors972$9.96K<0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC926$9.49K<0.01%013F-HRTimeline
Geneos Wealth Management Inc.701$7.18K<0.01%new13F-HRTimeline
MAI Capital Management689$7.06K<0.01%new13F-HRTimeline
CoreCap Advisors, LLC390$4K<0.01%013F-HRTimeline
Global Financial Private Client, LLC352$3.61K<0.01%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP226$2.32K<0.01%-62113F-HRTimelineGroup
BARCLAYS PLCin group BARCLAYS PLC212$2.17K<0.01%new13F-HR/ATimelineGroup
Cape Investment Advisory, Inc.108$1.11K<0.01%+313F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.1$12<0.01%013F-HRTimelineGroup
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK1$10<0.01%013F-HRTimelineGroup
Millstone Evans Group, LLC1$10<0.01%13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.

Events

  • Griffith Walter K disposed of 5,376 GHI shares on 2026-10-09, Form 4 filed 2026-10-09. 0001193125-26-419155

    Accepted , ingested