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Disclosery

GHI GREYSTONE HOUSING IMPACT INV

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BEN UNIT CTF (common), issuer CIK 1059142

49 managers (49 13F filers) reported a position in GHI shares at 2025-09-30, 2,015,889 shares in all. 6 filers opened a position and 8 filers sold out during the quarter.

Managers
49
13F filers
49
New
6
Added
12
Reduced
10
Sold out
8
Shares held by filers
2,015,889

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
MORGAN STANLEYin group MORGAN STANLEY364,347$3.75M<0.01%+50,89513F-HR/ATimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC327,526$3.37M<0.01%-8,42113F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.237,506$2.45M0.02%+28,41113F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA202,822$2.09M<0.01%+29,53713F-HRTimelineGroup
America First Investment Advisors, LLC120,189$1.24M0.23%013F-HRTimeline
Bullseye Investment Management, LLC84,189$1.04M0.63%013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP63,780$657K<0.01%+10,68613F-HRTimelineGroup
Samalin Investment Counsel, LLC50,386$519K0.18%+3,84513F-HRTimeline
Larson Financial Group LLC43,016$443K0.02%+1,22613F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…40,927$422K0.01%013F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN39,821$410K<0.01%-4313F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…35,032$361K<0.01%-33813F-HRTimelineGroup
GSA CAPITAL PARTNERS LLP32,955$339K0.03%+11,64813F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…30,699$315K<0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\30,294$312K<0.01%-63413F-HRTimelineGroup
UBS Group AGin group UBS Group AG29,802$307K<0.01%-47,67413F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/28,156$290K<0.01%013F-HR/ATimelineGroup
Fiduciary Trust Coin group Fiduciary Trust Co27,395$282K<0.01%013F-HRTimelineGroup
Cambridge Investment Research Advisors,…21,397$220K<0.01%-12813F-HRTimeline
Royal Capital Wealth Management, LLC17,996$185K0.11%013F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…17,140$177K<0.01%013F-HRTimelineGroup
INTEGRITY ALLIANCE, LLC.16,534$170K0.01%013F-HRTimeline
Cetera Investment Advisers16,087$166K<0.01%-67613F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.15,107$161K<0.01%+7,10513F-HRTimelineGroup
Creative Planningin group Creative Planning15,229$157K<0.01%-1,08213F-HRTimelineGroup
SOA Wealth Advisors, LLC.14,472$149K0.03%013F-HRTimeline
NewEdge Advisors, LLC13,106$135K<0.01%013F-HRTimeline
Savvy Advisors, Inc.12,900$133K0.01%-2,95013F-HRTimeline
PFG Investments, LLC12,258$126K0.01%-1,15713F-HRTimeline
&PARTNERS11,931$123K<0.01%+61513F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC10,834$112K<0.01%new13F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…9,477$97.6K<0.01%+75013F-HRTimelineGroup
Advisory Services Network, LLC6,666$68.7K<0.01%new13F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…3,238$33.3K<0.01%013F-HRTimelineGroup
AllSquare Wealth Management LLC2,767$28.5K0.02%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO2,424$25K<0.01%013F-HR/ATimelineGroup
Geneos Wealth Management Inc.1,402$14.4K<0.01%013F-HRTimeline
GROUP ONE TRADING LLC1,144$11.8K<0.01%new13F-HRTimeline
Hilltop National Bank1,036$10.7K<0.01%013F-HRTimeline
Heritage Wealth Advisors972$10K<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.828$8.53K<0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…625$6.44K<0.01%new13F-HRTimelineGroup
EASTERN BANK500$5.15K<0.01%new13F-HRTimeline
CoreCap Advisors, LLC390$4.02K<0.01%013F-HRTimeline
Scarborough Advisors, LLC353$3.63K<0.01%+913F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC128$1.32K<0.01%+7113F-HR/ATimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…104$1.08K<0.01%new13F-HRTimelineGroup
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK1$10<0.01%013F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.1$10<0.01%013F-HRTimelineGroup

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