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Disclosery

GHI GREYSTONE HOUSING IMPACT INV

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BEN UNIT CTF (common), issuer CIK 1059142

46 managers (46 13F filers) reported a position in GHI shares at 2025-12-31, 2,439,390 shares in all. 11 filers opened a position and 14 filers sold out during the quarter.

Managers
46
13F filers
46
New
11
Added
12
Reduced
13
Sold out
14
Shares held by filers
2,439,390

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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 STANLEY587,823$4.05M<0.01%+223,47613F-HR/ATimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.333,875$2.3M0.02%+96,36913F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA265,434$1.83M<0.01%+62,61213F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC223,118$1.54M<0.01%-104,40813F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC154,734$1.07M<0.01%new13F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…110,900$764K<0.01%+75,86813F-HRTimelineGroup
BLUEFIN CAPITAL MANAGEMENT, LLC103,201$711K0.2%new13F-HRTimeline
America First Investment Advisors, LLC65,528$451K0.08%-54,66113F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP48,373$333K<0.01%-15,40713F-HRTimelineGroup
Larson Financial Group LLC44,565$307K0.01%+1,54913F-HRTimeline
GSA CAPITAL PARTNERS LLP41,444$286K0.02%+8,48913F-HRTimeline
Jump Financial, LLCin group Jump Financial, LLC38,400$265K<0.01%new13F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN32,926$227K<0.01%-6,89513F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…30,260$215K<0.01%-43913F-HRTimeline
Samalin Investment Counsel, LLC30,621$211K0.07%-19,76513F-HRTimeline
UBS Group AGin group UBS Group AG28,934$199K<0.01%-86813F-HRTimelineGroup
MGO ONE SEVEN LLC28,859$199K<0.01%new13F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/24,694$170K<0.01%-3,46213F-HRTimelineGroup
Advisory Advocates, LLC22,064$152K0.15%13F-HRTimeline
Cambridge Investment Research Advisors,…21,644$149K<0.01%+24713F-HRTimeline
INTEGRITY ALLIANCE, LLC.16,534$114K<0.01%013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC15,322$106K<0.01%new13F-HRTimelineGroup
Creative Planningin group Creative Planning15,229$105K<0.01%013F-HRTimelineGroup
HRT FINANCIAL LP14,746$101K<0.01%new13F-HRTimeline
Cetera Investment Advisers14,108$97.2K<0.01%-1,97913F-HRTimeline
NewEdge Advisors, LLC13,106$90.3K<0.01%013F-HRTimeline
SOA Wealth Advisors, LLC.12,166$83.8K0.01%-2,30613F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.12,152$83.7K<0.01%-2,95513F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC11,461$79K<0.01%+62713F-HRTimelineGroup
ING GROEP NV11,300$77.9K<0.01%new13F-HRTimeline
LPL Financial LLC11,099$76.5K<0.01%new13F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP10,301$71K<0.01%new13F-HR/ATimelineGroup
Gladstone Institutional Advisory LLC10,293$70.9K<0.01%new13F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…10,082$69.5K<0.01%-7,05813F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…10,000$68.9K<0.01%+52313F-HRTimelineGroup
Bullseye Investment Management, LLC8,663$59.7K0.03%-75,52613F-HRTimeline
CoreCap Advisors, LLC1,604$11.1K<0.01%+1,21413F-HRTimeline
Geneos Wealth Management Inc.1,402$9.66K<0.01%013F-HRTimeline
Heritage Wealth Advisors972$6.7K<0.01%013F-HRTimeline
EASTERN BANK500$3.44K<0.01%013F-HRTimeline
Scarborough Advisors, LLC366$2.52K<0.01%+1313F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC278$1.92K<0.01%+15013F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…203$1.4K<0.01%new13F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…104$722<0.01%013F-HR/ATimelineGroup
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK1$7<0.01%013F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.1$7<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