Greystone Housing Impact Investors

GHI • XNYS

Greystone Housing Impact Investors is a publicly traded company on XNYS. As of Q3 2025, 43 institutional investors hold shares in this company, with total holdings valued at $17.2M. MORGAN STANLEY is the largest holder with a position valued at $3.8M.

Country

United States of America

Overview

Overview of institutional ownership in GHI as of Q3 2025

All Institutions

Institutions: 43
Value Held: $17.2M
Shares Held: 1.7M
Avg Position: $400.5K
Median Position: $149.1K

Hedge Funds

Hedge Funds: 0
Value Held: -
Shares Held: -
Avg Position: -
Median Position: -

Biggest Investors

Institutions with the largest positions in GHI as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
MORGAN STANLEY RIA/Wealth	Jed Finn CEO	$3.8M 0.00% of portfolio	0.00% 364.3K shares	Q4 2022 Held for 2y 11m	$1.65T
RAYMOND JAMES FINANCIAL INC RIA/Wealth	Steven Robert Marcus CEO	$3.4M 0.00% of portfolio	0.00% 327.5K shares	Q4 2024 Held for 11 months	$310.43B
Equitable Holdings, Inc. Institution	Robin M. Raju CEO	$2.4M 0.02% of portfolio	0.00% 237.5K shares	Q4 2022 Held for 2y 11m	$13.6B
America First Investment Advisors, LLC RIA/Wealth	Matthew James Holloway CEO	$1.2M 0.23% of portfolio	0.00% 120.2K shares	Q1 2023 Held for 2y 8m	$538.3M
S STIFEL FINANCIAL CORP Long Only Manager	Adam Vartan Topalian CIO	$656.9K 0.00% of portfolio	0.00% 63.8K shares	Q4 2022 Held for 2y 11m	$109.37B
Samalin Investment Counsel, LLC RIA/Wealth	Andrew Evan Samalin Managing Partner	$519.0K 0.18% of portfolio	0.00% 50.4K shares	Q4 2022 Held for 2y 11m	$289.2M
Larson Financial Group LLC RIA/Wealth	Paul Douglas Larson President	$443.1K 0.02% of portfolio	0.00% 43.0K shares	Q2 2025 Held for 5 months	$2.8B
F Freestone Capital Holdings, LLC RIA/Wealth	Michael Steven Peasley Partner	$421.5K 0.01% of portfolio	0.00% 40.9K shares	Q4 2022 Held for 2y 11m	$3.3B
WELLS FARGO & COMPANY/MN Institution	Charles W. Scharf CEO	$410.2K 0.00% of portfolio	0.00% 39.8K shares	Q4 2022 Held for 2y 11m	$488.50B
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	-	$360.8K 0.00% of portfolio	0.00% 35.0K shares	Q1 2015 Held for 10y 8m	$67.9B

Net Capital Flow

Institutional buying and selling activity for GHI in Q3 2025

Traded: +$152.2K
Buyers: 16
Sellers: 13
Total Bought: +$1.3M
Total Sold: −$1.1M
Avg Position: $351.4K

Biggest Buyers

Institution	Net Bought	Current Position
MORGAN STANLEY RIA/Wealth	+$524.2K +50.9K shares	$3.8M 364.3K shares
Equitable Holdings, Inc. Institution	+$292.6K +28.4K shares	$2.4M 237.5K shares
Kestra Advisory Services, LLC RIA/Wealth	+$111.6K +10.8K shares	$111.6K 10.8K shares
S STIFEL FINANCIAL CORP Long Only Manager	+$110.1K +10.7K shares	$656.9K 63.8K shares
A Advisor Group Holdings, Inc. Institution	+$75.9K +7.1K shares	$161.4K 15.1K shares
A Advisory Services Network, LLC RIA/Wealth	+$68.7K +6.7K shares	$68.7K 6.7K shares
Samalin Investment Counsel, LLC RIA/Wealth	+$39.6K +3.8K shares	$519.0K 50.4K shares
Larson Financial Group LLC RIA/Wealth	+$12.6K +1.2K shares	$443.1K 43.0K shares
G GROUP ONE TRADING, L.P. Institution	+$11.8K +1.1K shares	$11.8K 1.1K shares
NBC SECURITIES, INC. RIA/Wealth	+$8.5K +- shares	$8.5K 828.0 shares

Biggest Sellers

Institution	Net Sold	Current Position
UBS Group AG Institution	−$491.0K −47.7K shares	$307.0K 29.8K shares
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	−$230.8K −20.4K shares	Sold Off 0 shares
L LPL Financial LLC Institution	−$205.6K −18.2K shares	Sold Off 0 shares
RAYMOND JAMES FINANCIAL INC RIA/Wealth	−$86.7K −8.4K shares	$3.4M 327.5K shares
M MOTCO Institution	−$45.8K −4.2K shares	Sold Off 0 shares
Savvy Advisors, Inc. RIA/Wealth	−$30.4K −3.0K shares	$132.9K 12.9K shares
P PFG Investments, LLC Institution	−$11.9K −1.2K shares	$126.3K 12.3K shares
Creative Planning RIA/Wealth	−$11.1K −1.1K shares	$156.9K 15.2K shares
Cetera Investment Advisers RIA/Wealth	−$7.0K −676.0 shares	$165.7K 16.1K shares
$US BANCORP \DE\ logo$ US BANCORP \DE\ Institution	−$6.5K −634.0 shares	$312.0K 30.3K shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited GHI in Q3 2025

New Positions: 4
New Value: $13.7K
Exited Positions: 6
Exited Value: $482.2K

New Positions

Institution	Position Value
NBC SECURITIES, INC. RIA/Wealth	$8.5K 828.0 shares
E EASTERN BANK Institution	$5.2K 500.0 shares
S SIMPLEX TRADING, LLC Institution	- - shares
COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth	- - shares

Exited Positions

Institution	Previous Position
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$230.8K 20.4K shares
L LPL Financial LLC Institution	$205.6K 18.2K shares
M MOTCO Institution	$45.8K 4.2K shares
T Tower Research Capital LLC Institution	$11.0 1.0 shares
S SIMPLEX TRADING, LLC Institution	- 1.4K shares
COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth	- 10.4K shares

Options Activity

Institutions with the largest Call and Put options positions in GHI as of Q3 2025

Call Positions: 1
Call Value: -
Put Positions: 1
Put Value: $127.7K

Call Positions

Institution	Position Value
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	- - contracts

Put Positions

Institution	Position Value
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$127.7K 124.0 contracts

Most Committed Institutions

Institutions with GHI as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
America First Investment Advisors, LLC RIA/Wealth	Matthew James Holloway CEO	0.23% $1.2M	0.00% 120.2K shares	Q1 2023 Held for 2y 8m	$538.3M
Samalin Investment Counsel, LLC RIA/Wealth	Andrew Evan Samalin Managing Partner	0.18% $519.0K	0.00% 50.4K shares	Q4 2022 Held for 2y 11m	$289.2M
R Royal Capital Wealth Management, LLC RIA/Wealth	Thomas Lee Johnson Managing Partner	0.11% $185.4K	0.00% 18.0K shares	Q2 2023 Held for 2y 5m	$163.0M
S SOA Wealth Advisors, LLC. Institution	-	0.03% $149.1K	0.00% 14.5K shares	Q4 2022 Held for 2y 11m	$561.8M
Equitable Holdings, Inc. Institution	Robin M. Raju CEO	0.02% $2.4M	0.00% 237.5K shares	Q4 2022 Held for 2y 11m	$13.6B
Larson Financial Group LLC RIA/Wealth	Paul Douglas Larson President	0.02% $443.1K	0.00% 43.0K shares	Q2 2025 Held for 5 months	$2.8B
F Freestone Capital Holdings, LLC RIA/Wealth	Michael Steven Peasley Partner	0.01% $421.5K	0.00% 40.9K shares	Q4 2022 Held for 2y 11m	$3.3B
INTEGRITY ALLIANCE, LLC. RIA/Wealth	Brian Edward Aukes President	0.01% $170.3K	0.00% 16.5K shares	Q4 2024 Held for 11 months	$2.1B
P PFG Investments, LLC Institution	-	0.01% $126.3K	0.00% 12.3K shares	Q1 2023 Held for 2y 8m	$1.9B
Savvy Advisors, Inc. RIA/Wealth	Ritik (Nmn) Malhotra CEO	0.01% $132.9K	0.00% 12.9K shares	Q2 2025 Held for 5 months	$2.2B