Greystone Housing Impact Investors LP Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| MORGAN STANLEY | 02/13/2026 | 587.82 K | $4.05 M | 61.34% | 2.54% |
| EQUITABLE HOLDINGS, INC. | 02/17/2026 | 333.88 K | $2.30 M | 40.58% | 1.44% |
| ROYAL BANK OF CANADA | 02/17/2026 | 265.43 K | $1.83 M | 30.87% | 1.15% |
| RAYMOND JAMES FINANCIAL INC | 02/18/2026 | 223.12 K | $1.54 M | -31.88% | 0.96% |
| CITADEL ADVISORS LLC | 02/17/2026 | 154.73 K | $1.07 M | 100.00% | 0.67% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/17/2026 | 110.90 K | $764.10 K | 216.57% | 0.48% |
| BLUEFIN CAPITAL MANAGEMENT, LLC | 04/29/2026 | 103.20 K | $711.06 K | 0.00% | 0.45% |
| AMERICA FIRST INVESTMENT ADVISORS, LLC | 02/09/2026 | 65.53 K | $451.49 K | -45.48% | 0.28% |
| STIFEL FINANCIAL CORP | 02/13/2026 | 48.37 K | $333.28 K | -24.16% | 0.21% |
| LARSON FINANCIAL GROUP LLC | 02/06/2026 | 44.57 K | $307.05 K | 3.60% | 0.19% |
| GSA CAPITAL PARTNERS LLP | 02/06/2026 | 41.44 K | $286.00 K | 25.76% | 0.18% |
| JUMP FINANCIAL, LLC | 02/17/2026 | 38.40 K | $264.58 K | 100.00% | 0.17% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 32.93 K | $226.86 K | -17.32% | 0.14% |
| SAMALIN INVESTMENT COUNSEL, LLC | 01/30/2026 | 30.62 K | $210.98 K | -39.23% | 0.13% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 01/08/2026 | 30.26 K | $215.15 K | -1.43% | 0.13% |
| UBS GROUP AG | 01/29/2026 | 28.93 K | $199.36 K | -2.91% | 0.12% |
| MGO ONE SEVEN LLC | 02/03/2026 | 28.86 K | $198.84 K | 100.00% | 0.12% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 24.69 K | $170.14 K | -12.30% | 0.11% |
| 05/05/2026 | 22.06 K | $152.02 K | 100.00% | 0.10% | |
| CITADEL ADVISORS LLC | 02/17/2026 | 21.80 K | $150.20 K | 75.81% | 0.09% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 02/05/2026 | 21.64 K | $149.00 K | 1.15% | 0.09% |
| BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC. | 02/09/2026 | 16.53 K | $113.92 K | 0.00% | 0.07% |
| JANE STREET GROUP, LLC | 02/12/2026 | 15.32 K | $105.57 K | 100.00% | 0.07% |
| CREATIVE PLANNING | 02/17/2026 | 15.23 K | $104.93 K | 0.00% | 0.07% |
| HRT FINANCIAL LP | 02/12/2026 | 14.75 K | $101.00 K | 100.00% | 0.06% |
| CETERA INVESTMENT ADVISERS | 02/17/2026 | 14.11 K | $97.20 K | -12.30% | 0.06% |
| NEWEDGE ADVISORS, LLC | 02/18/2026 | 13.11 K | $90.30 K | 0.00% | 0.06% |
| CITADEL ADVISORS LLC | 02/17/2026 | 13.10 K | $90.26 K | 100.00% | 0.06% |
| SOA WEALTH ADVISORS, LLC. | 01/20/2026 | 12.17 K | $83.82 K | -15.93% | 0.05% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 12.15 K | $83.72 K | -19.56% | 0.05% |
| KESTRA ADVISORY SERVICES, LLC | 02/13/2026 | 11.46 K | $78.96 K | 5.79% | 0.05% |
| ING GROEP NV | 02/11/2026 | 11.30 K | $77.86 K | 100.00% | 0.05% |
| LPL FINANCIAL LLC | 02/11/2026 | 11.10 K | $76.47 K | 100.00% | 0.05% |
| CI PRIVATE WEALTH, LLC | 03/09/2026 | 10.30 K | $70.97 K | 100.00% | 0.04% |
| GLADSTONE INSTITUTIONAL ADVISORY LLC | 02/17/2026 | 10.29 K | $70.92 K | 100.00% | 0.04% |
| STEPHENS INC /AR/ | 02/05/2026 | 10.08 K | $69.47 K | -41.18% | 0.04% |
| EVERSOURCE WEALTH ADVISORS, LLC | 02/06/2026 | 10.00 K | $68.90 K | 5.52% | 0.04% |
| CORECAP ADVISORS, LLC | 01/13/2026 | 1.60 K | $11.05 K | 311.28% | 0.01% |
| GENEOS WEALTH MANAGEMENT INC. | 01/28/2026 | 1.40 K | $9.66 K | 0.00% | 0.01% |
| HERITAGE WEALTH ADVISORS | 02/13/2026 | 972 | $6.70 K | 0.00% | 0.00% |
| EASTERN BANK | 01/14/2026 | 500 | $3.45 K | 0.00% | 0.00% |
| SCARBOROUGH ADVISORS, LLC | 02/17/2026 | 366 | $2.52 K | 3.68% | 0.00% |
| BARCLAYS PLC | 02/13/2026 | 278 | $1.92 K | 117.19% | 0.00% |
| TOWER RESEARCH CAPITAL LLC (TRC) | 02/17/2026 | 203 | $1.40 K | 100.00% | 0.00% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 03/17/2026 | 104 | $722 | 0.00% | 0.00% |
| HUNTINGTON NATIONAL BANK | 02/09/2026 | 1 | $7 | 0.00% | 0.00% |
| CIBC PRIVATE WEALTH GROUP, LLC | 02/12/2026 | 1 | $7 | 0.00% | 0.00% |
| JPMORGAN CHASE & CO | 02/11/2026 | 0 | $0 | -100.00% | 0.00% |
| FIDUCIARY TRUST CO | 02/13/2026 | 0 | $0 | -100.00% | 0.00% |
| US BANCORP \DE\ | 01/30/2026 | 0 | $0 | -100.00% | 0.00% |
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Greystone Housing Impact Investors LP institutional Ownership - FAQ's
During the previous two years, 66 institutional investors and hedge funds held shares of Greystone Housing Impact Investors LP. The most heavily invested institutionals were:
Samalin Investment Counsel, LLC: 43,923
Cambridge Investment Research Advisors, Inc.: 21,644
UBS Group AG: 20,048
Kestra Advisory Services, LLC: 16,637
STEPHENS INC /AR/: 10,082
Abel Hall, LLC: 10,000
10.40% of Greystone Housing Impact Investors LP stock is owned by institutional investors.
Institutional investors have bought a total of 2.93 M shares in the last 24 months. This purchase volume represents approximately $22.32 M in transactions.