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Disclosery

GHI GREYSTONE HOUSING IMPACT INV

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BEN UNIT CTF (common), issuer CIK 1059142

52 managers (52 13F filers) reported a position in GHI shares at 2025-06-30, 2,072,140 shares in all. 8 filers opened a position and 9 filers sold out during the quarter.

Managers
52
13F filers
52
New
8
Added
12
Reduced
17
Sold out
9
Shares held by filers
2,072,140

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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 INC335,947$3.8M<0.01%-4,81513F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY313,452$3.55M<0.01%+43,95613F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.209,095$2.37M0.02%+22,69013F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA173,285$1.96M<0.01%+7,15113F-HR/ATimelineGroup
America First Investment Advisors, LLC120,189$1.36M0.27%+63,41713F-HRTimeline
BLUEFIN CAPITAL MANAGEMENT, LLC103,201$1.17M0.9%013F-HRTimeline
Bullseye Investment Management, LLC84,189$1.04M0.63%013F-HRTimeline
UBS Group AGin group UBS Group AG77,476$877K<0.01%-20,70613F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP53,094$601K<0.01%-2,08113F-HRTimelineGroup
Samalin Investment Counsel, LLC46,541$527K0.2%-3,27913F-HRTimeline
Larson Financial Group LLC41,790$473K0.02%new13F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…40,927$463K0.02%013F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN39,864$451K<0.01%+1,09413F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…35,370$400K<0.01%-5,72613F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…30,699$352K<0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\30,928$350K<0.01%013F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/28,156$319K<0.01%-1,88713F-HRTimelineGroup
Fiduciary Trust Coin group Fiduciary Trust Co27,395$310K<0.01%+13,55213F-HRTimelineGroup
Cambridge Investment Research Advisors,…21,525$244K<0.01%+27713F-HRTimeline
GSA CAPITAL PARTNERS LLP21,307$241K0.02%new13F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC20,387$231K<0.01%-71,90313F-HRTimelineGroup
LPL Financial LLC18,166$206K<0.01%-6,43513F-HRTimeline
Royal Capital Wealth Management, LLC17,996$204K0.14%-2,83013F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…17,140$194K<0.01%013F-HRTimelineGroup
Cetera Investment Advisers16,763$190K<0.01%-71213F-HRTimeline
INTEGRITY ALLIANCE, LLC.16,534$187K0.01%013F-HRTimeline
Creative Planningin group Creative Planning16,311$185K<0.01%+3113F-HRTimelineGroup
Savvy Advisors, Inc.15,850$179K0.01%new13F-HRTimeline
SOA Wealth Advisors, LLC.14,472$164K0.03%-2,99913F-HRTimeline
PFG Investments, LLC13,415$152K0.01%-1,75013F-HRTimeline
NewEdge Advisors, LLC13,106$148K<0.01%013F-HRTimeline
&PARTNERS11,316$128K<0.01%-68913F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC10,443$118K<0.01%new13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…8,727$98.8K<0.01%+1,25013F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.8,002$90.6K<0.01%-16913F-HR/ATimelineGroup
MOTCO4,152$45.8K<0.01%new13F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…3,238$36.6K<0.01%new13F-HRTimelineGroup
AllSquare Wealth Management LLC2,767$31.3K0.02%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO2,424$27.4K<0.01%-2,20113F-HRTimelineGroup
Geneos Wealth Management Inc.1,402$15.9K<0.01%-70113F-HRTimeline
SIMPLEX TRADING, LLC1,355$15K<0.01%+83113F-HRTimeline
Hilltop National Bank1,036$11.7K<0.01%13F-HRTimeline
Heritage Wealth Advisors972$11K<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.828$9K<0.01%013F-HRTimeline
CoreCap Advisors, LLC390$4.42K<0.01%013F-HRTimeline
Scarborough Advisors, LLC344$3.89K<0.01%new13F-HRTimeline
Cape Investment Advisory, Inc.114$1.29K<0.01%+313F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC57$645<0.01%+4813F-HR/ATimelineGroup
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK1$11<0.01%013F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.1$11<0.01%-113F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…1$11<0.01%new13F-HRTimelineGroup
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