13FBOX
GREYSTONE HOUSING IMPACT INV · 13F Institutional Holdings
Options Calculator Rankings
G

GREYSTONE HOUSING IMPACT INV

GHI
Institutions
38
Combined AUM (Q2 2026)
$11.9M
Combined Shares (Q2 2026)
2.1M
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+399,773
15 · 6 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-347,007
19 · 9 Exit · ≈
⚖️ Net
+52,766
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$11.9M
Institutions
38
New Buys
6
Adds
9
Reduces
10
Exits
9
Unchanged
13
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
Equitable Holdings, Inc.
0.02%0.03%#5$3.6M623,883$3.9M565,293+58,590+10.36%Add
MORGAN STANLEY
<0.01%<0.01%#19$3.2M557,470$3.8M364,347+193,123+53.01%Add
SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#22$1.1M194,349$831,564169,017+25,332+14.99%Add
BLUEFIN CAPITAL MANAGEMENT, LLC
0.04%0.05%#4$598,566103,201$507,749103,20100.00%Unchanged
RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#20$353,98761,032$794,875161,560-100,528-62.22%Reduce
ROYAL BANK OF CANADA
<0.01%<0.01%#26$309,00053,333$686,000139,410-86,077-61.74%Reduce
Larson Financial Group LLC
0.01%#8$273,34347,128$00+47,128New Buy
STIFEL FINANCIAL CORP
<0.01%<0.01%#18$259,77444,789$237,99448,374-3,585-7.41%Reduce
MGO ONE SEVEN LLC
<0.01%#9$239,41241,278$00+41,278New Buy
JANE STREET GROUP, LLC
<0.01%<0.01%#32$147,90025,500$172,33335,027-9,527-27.20%Reduce
ASHTON THOMAS SECURITIES, LLC
0.02%0.02%#6$145,73125,126$123,62025,12600.00%Unchanged
Samalin Investment Counsel, LLC
0.05%0.08%#3$144,40624,898$216,10143,923-19,025-43.31%Reduce
CITADEL ADVISORS LLC
<0.01%<0.01%#31$133,00022,931$347,94770,721-47,790-67.58%Reduce
Corient Private Wealth LLC
<0.01%<0.01%#21$126,50421,811$96,80619,676+2,135+10.85%Add
Cambridge Investment Research Advisors, Inc.
<0.01%<0.01%#16$125,53521,644$106,00021,64400.00%Unchanged
WELLS FARGO & COMPANY/MN
<0.01%<0.01%#29$112,47919,393$95,41019,392+1+0.01%Add
INTEGRITY ALLIANCE, LLC.
<0.01%<0.01%#10$95,89716,534$81,34716,53400.00%Unchanged
Kestra Advisory Services, LLC
<0.01%<0.01%#15$94,08016,221$81,85516,637-416-2.50%Reduce
Cetera Investment Advisers
<0.01%<0.01%#23$83,49614,396$69,08114,041+355+2.53%Add
Advisory Advocates, LLC
0.06%0.06%#1$75,12612,953$63,55212,917+36+0.28%Add
UBS Group AG
<0.01%<0.01%#33$74,67512,875$98,63620,048-7,173-35.78%Reduce
LPL Financial LLC
<0.01%#30$72,79212,550$00+12,550New Buy
Mariner, LLC
<0.01%#24$67,19911,586$00+11,586New Buy
Gladstone Institutional Advisory LLC
<0.01%<0.01%#12$59,69910,293$50,64210,29300.00%Unchanged
STEPHENS INC /AR/
<0.01%<0.01%#14$58,47610,082$49,60310,08200.00%Unchanged
EverSource Wealth Advisors, LLC
<0.01%<0.01%#11$58,00010,000$49,20010,00000.00%Unchanged
Abel Hall, LLC
0.01%0.01%#7$58,00010,000$49,20010,00000.00%Unchanged
GROUP ONE TRADING LLC
<0.01%<0.01%#25$40,6007,000$34,4407,00000.00%Unchanged
BARCLAYS PLC
<0.01%<0.01%#34$30,7985,310$1,368278+5,032+1,810.07%Add
OSAIC HOLDINGS, INC.
<0.01%<0.01%#27$28,9704,995$47,8829,733-4,738-48.68%Reduce
IFG Advisory, LLC
0.06%0.06%#2$21,5404,378$21,5404,37800.00%Unchanged
NFSG Corp
<0.01%#13$14,9352,575$00+2,575New Buy
CoreCap Advisors, LLC
<0.01%<0.01%#17$9,3031,604$7,8921,60400.00%Unchanged
Rockefeller Capital Management L.P.
<0.01%<0.01%#35$643110$531108+2+1.85%Add
SIMPLEX TRADING, LLC
<0.01%<0.01%#36$30152$492100-48-48.00%Reduce
SHP Wealth Management
<0.01%#28$29050$00+50New Buy
BlackRock, Inc.
<0.01%<0.01%#38$61$5100.00%Unchanged
HUNTINGTON NATIONAL BANK
<0.01%<0.01%#37$61$5100.00%Unchanged

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow