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DaveManuel.com · Institutional Ownership · Who Owns It

GREYSTONE HOUSING IMPACT INV (GHI)

Institutional ownership reported to the SEC as of Q2 2026, across 30 quarters.

39
Reporting holders
$12.0M
Reported value
8.2%
Of shares outstanding
1.6%
Calls
5.2%
Puts
-3
Holder change

Institutions report 1,934,831 shares against 23,562,510 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end.

Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.

Holders

Download these holders as CSV

FilerValueShares Their book Held Change
Equitable Holdings, Inc.$3.6M623,8830.02%17q+10.4%+$339.8K
MORGAN STANLEY$3.2M557,4700.00%17q+31.6%+$776.7K
SUSQUEHANNA INTERNATIONAL GROUP, LLP$1.1M
incl. $549.3K options PUT
99,6490.00%10q+5.7%+$60.3K
BLUEFIN CAPITAL MANAGEMENT, LLC$598.6K103,2010.15%16qHELD
RAYMOND JAMES FINANCIAL INC$354.0K61,0320.00%7q-62.2%-$583.1K
ROYAL BANK OF CANADA$309.0K53,3330.00%17q-61.7%-$498.7K
Larson Financial Group LLC$273.3K47,1280.01%newNEW
STIFEL FINANCIAL CORP$259.8K44,7890.00%17q-7.4%-$20.8K
Cambridge Investment Research Advisors, Inc.$252.0K43,2880.00%17q+100.0%+$126.0K
MGO ONE SEVEN LLC$239.4K41,2780.00%newNEW
JANE STREET GROUP, LLC$147.9K CALLoptions only0.00%3qOPTIONS
ASHTON THOMAS SECURITIES, LLC$145.7K25,1260.02%2qHELD
Samalin Investment Counsel, LLC$144.4K24,8980.05%17q-43.3%-$110.3K
CITADEL ADVISORS LLC$133.0K
incl. $73.7K options PUT
10,2310.00%17q-77.2%-$451.0K
Corient Private Wealth LP$121.8K21,0010.00%3q+6.7%+$7.7K
WELLS FARGO & COMPANY/MN$112.5K19,3930.00%17qHELD
INTEGRITY ALLIANCE, LLC.$95.9K16,5340.00%7qHELD
Kestra Advisory Services, LLC$94.1K16,2210.00%4q-2.5%-$2.4K
Cetera Investment Advisers$83.5K14,3960.00%15q+2.5%+$2.1K
Advisory Advocates, LLC$75.1K12,9530.06%3qHELD
UBS Group AG$74.7K12,8750.00%17q-35.8%-$41.6K
LPL Financial LLC$72.8K12,5500.00%newNEW
Mariner, LLC$67.2K11,5860.00%newNEW
Gladstone Institutional Advisory LLC$59.7K10,2930.00%3qHELD
STEPHENS INC /AR/$58.5K10,0820.00%13qHELD
EverSource Wealth Advisors, LLC$58.0K10,0000.00%12qHELD
Abel Hall, LLC$58.0K10,0000.01%2qHELD
GROUP ONE TRADING LLC$40.6K CALLoptions only0.00%5qOPTIONS
BARCLAYS PLC$30.8K5,3100.00%7q+1810.1%+$29.2K
OSAIC HOLDINGS, INC.$29.0K4,9950.00%17q-48.7%-$27.5K
IFG Advisory, LLC$25.4K4,3780.00%2qHELD
NFSG Corp$14.9K2,5750.00%newNEW
Bullseye Investment Management, LLC$14.9K2,5650.01%7q-57.7%-$20.3K
CoreCap Advisors, LLC$9.3K1,6040.00%10qHELD
SIMPLEX TRADING, LLC$881
incl. $580 options CALL
520.00%2qHELD
Rockefeller Capital Management L.P.$6431100.00%4q+1.9%
SHP Wealth Management$290500.00%newNEW
HUNTINGTON NATIONAL BANK$610.00%11qHELD
BlackRock, Inc.$610.00%2qHELD

What the company announced

Form 8-K filings from the last 120 days, showing only the items worth a reader's attention. Earnings releases, exhibit attachments and general disclosures are filed constantly and are left out. Filed is when the SEC received it; event is the date the company says the thing happened.

FiledEvent dateWhatSource
2026-10-092026-10-09Directors or officers departed or appointedfiling

Quarter by quarter

Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q3 20265$186.0K32,6391010.0%
Q2 202639$12.0M1,934,83178106.7%
Q1 202642$11.3M1,943,23096135.3%
Q4 202547$17.1M2,449,691912131.4%
Q3 202552$22.3M2,121,514712111.1%
Q2 202552$25.9M2,245,425911171.4%
Q1 202551$25.3M2,014,852418111.7%
Q4 202458$22.5M2,155,4231310151.8%
Q3 202456$29.8M2,021,737412154.9%
Q2 202459$32.8M2,084,977714136.0%
Q1 202459$45.7M2,694,584818144.0%
Q4 202357$41.6M2,373,141917144.2%
Q3 202351$34.0M2,153,381917102.3%
Q2 202347$37.1M2,180,974510123.2%
Q1 202347$39.2M2,186,53023383.5%
Q4 202248$38.7M2,098,14782885.7%
Q3 202245$42.1M2,288,561417106.0%
Q2 202244$199.8M10,809,20444011.0%
Q1 20223$6.2M1,026,0000000.9%
Q4 20213$6.7M1,026,0002001.5%
Q3 20212$6.3M1,026,0001000.7%
Q2 20212$7.0M1,026,0000000.1%
Q1 20213$5.7M1,026,0001001.4%
Q4 20203$4.5M1,026,0002003.0%
Q3 20202$4.3M1,026,0001000.0%
Q2 20201$4.1M1,026,0000100.0%
Q1 20201$5.0K1,0260010.0%
Q4 20191$7.9M1,026,0000000.0%
Q3 20191$20.0K0100100.0%
Q1 20191$1.0K0100100.0%