Greystone Housing Impact Investors LP: which funds bought and sold
Institutions that bought and sold Greystone Housing Impact Investors shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.
Between March 31, 2026 and June 30, 2026, 17 institutions that filed 13F reports for both quarters added to or opened positions in Greystone Housing Impact Investors, and 18 cut or closed them. Together they sold a net 4,901 shares, −0.3% on what they held at the start of the quarter. Active managers and hedge funds on our list were net sellers of 35K shares (−77.2%); index fund managers held the same number of shares overall. 7 opened a new position and 10 sold out entirely.
Bought, Q2 2026 17 institutions, 7 of them new holders Sold, Q2 2026 18 institutions, 10 of them sold out
Net change, all compared −4,901 shares (−0.3%)
Net change, active managers −35K shares (−77.2%), 0 bought, 1 sold
Buyers versus sellers
17 bought 11 18 sold
Active managers and hedge funds 0 bought · 1 sold · −35K
Index fund managers 0 bought · 0 sold · 0
Other institutions 17 bought · 17 sold · +30K
Biggest buyers
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| Morgan Stanley | +134K +31.6% | 557K | $3.2M |
| Equitable Holdings, Inc. | +59K +10.4% | 624K | $3.6M |
| Larson Financial Group LLC | +47K New position | 47K | $273,343 |
| Mgo One Seven LLC | +41K New position | 41K | $239,412 |
| Cambridge Investment Research Advisors, Inc. | +22K +100.0% | 43K | $252,000 |
| LPL Financial LLC | +13K New position | 13K | $72,792 |
| Mariner, LLC | +12K New position | 12K | $67,199 |
| Susquehanna International Group, LLP | +5,332 +5.7% | 100K | $577,964 |
| Barclays PLC | +5,032 +1810.1% | 5,310 | $30,798 |
| Nfsg Corp | +2,575 New position | 2,575 | $14,935 |
| Corient Private Wealth LP | +1,325 +6.7% | 21K | $121,806 |
| Cetera Investment Advisers | +355 +2.5% | 14K | $83,496 |
| Simplex Trading, LLC | +52 New position | 52 | $301 |
| Shp Wealth Management | +50 New position | 50 | $290 |
| Advisory Advocates, LLC | +36 +0.3% | 13K | $75,126 |
| Rockefeller Capital Management L.P. | +2 +1.9% | 110 | $643 |
| Wells Fargo & Company | +1 0.0% | 19K | $112,479 |
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| None of the active managers on our list. | |||
Biggest sellers
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| Raymond James Financial Inc | −101K −62.2% | 61K | $353,987 |
| Royal Bank Of Canada | −86K −61.7% | 53K | $309,000 |
| Citadel Advisors LLC Hedge fund | −35K −77.2% | 10K | $59,340 |
| Jane Street Group, LLC | −22K Sold out | 0 | — |
| Samalin Investment Counsel, LLC | −19K −43.3% | 25K | $144,406 |
| Bank Of America Corp | −17K Sold out | 0 | — |
| Newedge Advisors, LLC | −13K Sold out | 0 | — |
| HRT Financial LP | −13K Sold out | 0 | — |
| Soa Wealth Advisors, Llc. | −12K Sold out | 0 | — |
| UBS Group AG | −7,173 −35.8% | 13K | $74,675 |
| Advisory Services Network, LLC | −6,466 Sold out | 0 | — |
| Osaic Holdings, Inc. | −4,738 −48.7% | 4,995 | $28,970 |
| Jones Financial Companies LLLP | −3,902 Sold out | 0 | — |
| Stifel Financial Corp | −3,585 −7.4% | 45K | $259,774 |
| Nemes Rush Group LLC | −1,210 Sold out | 0 | — |
| Heritage Wealth Advisors | −972 Sold out | 0 | — |
| Kestra Advisory Services, LLC | −416 −2.5% | 16K | $94,080 |
| Scarborough Advisors, LLC | −377 Sold out | 0 | — |
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| Citadel Advisors LLC Hedge fund | −35K −77.2% | 10K | $59,340 |
New positions
| Institution | Shares | Value June 30, 2026 |
|---|---|---|
| Larson Financial Group LLC | 47K | $273,343 |
| Mgo One Seven LLC | 41K | $239,412 |
| LPL Financial LLC | 13K | $72,792 |
| Mariner, LLC | 12K | $67,199 |
| Nfsg Corp | 2,575 | $14,935 |
| Simplex Trading, LLC | 52 | $301 |
| Shp Wealth Management | 50 | $290 |
Sold out
| Institution | Shares | Value March 31, 2026 |
|---|---|---|
| Jane Street Group, LLC | 22K | $108,373 |
| Bank Of America Corp | 17K | $83,246 |
| Newedge Advisors, LLC | 13K | $64,482 |
| HRT Financial LP | 13K | $63,000 |
| Soa Wealth Advisors, Llc. | 12K | $59,857 |
| Advisory Services Network, LLC | 6,466 | $31,813 |
| Jones Financial Companies LLLP | 3,902 | $19,159 |
| Nemes Rush Group LLC | 1,210 | $5,953 |
| Heritage Wealth Advisors | 972 | $4,782 |
| Scarborough Advisors, LLC | 377 | $1,855 |
Who holds the shares
- Institutions reporting
- 36
- Ten largest holders
- 86.7% of 13F-reported shares
- Index fund managers
- 0.0% of 13F-reported shares
- Active managers and hedge funds
- 0.5% of 13F-reported shares
| Type | Bought | Sold | New | Sold out | Net change in shares | Net % |
|---|---|---|---|---|---|---|
| Active managers and hedge funds | 0 | 1 | 0 | 0 | −35K | −77.2% |
| Index fund managers | 0 | 0 | 0 | 0 | 0 | 0.0% |
| Other institutions | 17 | 17 | 7 | 10 | +30K | +1.6% |
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