Skip to content
Disclosery

GHI GREYSTONE HOUSING IMPACT INV

Follow

BEN UNIT CTF (common), issuer CIK 1059142

52 managers (52 13F filers) reported a position in GHI shares at 2025-03-31, 2,014,852 shares in all. 4 filers opened a position and 10 filers sold out during the quarter.

Managers
52
13F filers
52
New
4
Added
20
Reduced
11
Sold out
10
Shares held by filers
2,014,852

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC340,762$4.2M<0.01%+24,70713F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY269,496$3.32M<0.01%-90,22013F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.186,405$2.3M0.02%-36,29613F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA166,134$2.05M<0.01%+14,16313F-HR/ATimelineGroup
BLUEFIN CAPITAL MANAGEMENT, LLC103,201$1.27M1.02%13F-HRTimeline
UBS Group AGin group UBS Group AG98,182$1.21M<0.01%-16,92513F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC92,290$1.14M<0.01%-75,99613F-HRTimelineGroup
Bullseye Investment Management, LLC84,189$1.04M0.63%+25,06513F-HRTimeline
America First Investment Advisors, LLC56,772$700K0.15%+4113F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP55,175$680K<0.01%+4,15813F-HRTimelineGroup
Samalin Investment Counsel, LLC49,820$614K0.25%-12,00613F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…41,096$507K<0.01%-6,63413F-HRTimelineGroup
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…40,927$505K0.02%+15,63013F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN38,770$478K<0.01%+2,40113F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\30,928$381K<0.01%+63413F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…30,699$379K<0.01%+43413F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/30,043$370K<0.01%+1,88713F-HRTimelineGroup
LPL Financial LLC24,601$303K<0.01%+1,32713F-HRTimeline
Cambridge Investment Research Advisors,…21,248$262K<0.01%+49813F-HRTimeline
Royal Capital Wealth Management, LLC20,826$257K0.18%013F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC18,155$231K<0.01%new13F-HRTimelineGroup
Cetera Investment Advisers17,475$215K<0.01%-1,52613F-HRTimeline
SOA Wealth Advisors, LLC.17,471$215K0.04%013F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…17,140$211K<0.01%013F-HRTimelineGroup
INTEGRITY ALLIANCE, LLC.16,534$204K0.01%013F-HRTimeline
MGO ONE SEVEN LLC16,444$203K0.01%new13F-HRTimeline
Creative Planningin group Creative Planning16,280$201K<0.01%+2913F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC16,012$197K<0.01%+64213F-HRTimelineGroup
PFG Investments, LLC15,165$187K0.01%-2,44513F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co13,843$171K<0.01%013F-HRTimelineGroup
IFG Advisory, LLC13,268$164K0.01%-4,60013F-HRTimeline
NewEdge Advisors, LLC13,106$162K<0.01%013F-HRTimeline
&PARTNERS12,005$153K<0.01%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.8,171$101K<0.01%+2,31313F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…7,477$92.2K0.01%013F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO4,625$57K<0.01%+2,20113F-HRTimelineGroup
AllSquare Wealth Management LLC2,767$34.1K0.02%013F-HRTimeline
Geneos Wealth Management Inc.2,103$25.9K<0.01%+1,40213F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP1,069$13.6K<0.01%+84313F-HR/ATimelineGroup
Heritage Wealth Advisors972$12K<0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC926$11.4K<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.828$10K<0.01%new13F-HRTimeline
SIMPLEX TRADING, LLC524$6K<0.01%-4,70913F-HRTimeline
CoreCap Advisors, LLC390$4.81K<0.01%013F-HRTimeline
Global Financial Private Client, LLC352$4.34K<0.01%013F-HRTimeline
Cape Investment Advisory, Inc.111$1.37K<0.01%+313F-HRTimeline
Hexagon Capital Partners LLC62$764<0.01%new13F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC9$111<0.01%-20313F-HR/ATimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.2$22<0.01%+113F-HRTimelineGroup
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK1$12<0.01%013F-HRTimelineGroup
Millstone Evans Group, LLC1$12<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-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