Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Greystone Housing Impact Inv (GHI)

39 + Investors. Track Smart Money conviction in GHI. See who's accumulating, reducing, or initiating positions.

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -6
Streak
3Q ▼
Buyers last Q
39%

Smart Money Signals — GHI

Based on 39 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds reduced or closed their GHI positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🔻

Below peak — only 66% of 3.0Y high

66% of all-time peak
Only 39 funds hold GHI today versus a peak of 59 funds at 2024 Q2 — just 66% of the maximum. Low institutional ownership can mean the stock is out of favor, but it also means there's a large pool of potential buyers if sentiment turns.
📉

Outflows — 22% fewer funds vs a year ago

fund count last 6Q
11 fewer hedge funds hold GHI compared to a year ago (-22% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🔴

Heavy selling pressure — only 39% buying

18 buying28 selling
Last quarter: 28 funds sold vs only 18 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.
➡️

Steady new buyers — ~9 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 10 → 6 → 12 → 9. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

54% of holders stayed for 2+ years

54% conviction (2yr+) 26% medium 21% new
21 out of 39 hedge funds have held GHI for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💎

Buying through price weakness — shares -16%, value -34%

Value
-34%
Shares
-15%
Last quarter: funds added -16% more shares while total portfolio value only changed -34%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
➡️

Steady discovery — ~9 new funds/quarter

6 → 10 → 6 → 12 → 9 new funds/Q
New funds entering each quarter: 10 → 6 → 12 → 9. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 62% veterans vs 19% newcomers

62% veterans 19% 1-2yr 19% new
Entry-cohort mix of 42 holders: 26 (62%) are 2+ year veterans, 8 entered 1–2 years ago, and 8 (19%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

Strong quality — 36% AUM from major funds

36% from top-100 AUM funds
10 of 39 holders rank in the top 100 by AUM, accounting for 36% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
2.4
out of 10
Low Exit Risk
Exit risk score 2.4/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — GHI

In 2026 Q1, 18 hedge funds were net buyers of GHI (9 opened a new position, 9 added to an existing one), while 28 reduced or exited (13 trimmed, 15 sold completely) — a 39% buyer ratio, indicating net institutional distribution. This extends a 3-quarter selling streak, suggesting sustained institutional caution. 36% of total institutional value in GHI is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: -6 funds (more exits than new entries). Total institutional holders: 39.

Hedge Fund Ownership: GHI

How many hedge funds hold GHI — quarterly history vs. share price
Quarterly hedge fund ownership of GHI vs. share price

Market Analysis: GHI

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: GHI

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Greystone Housing Impact Inv (GHI) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much GHI has moved relative to its sector benchmark (XLF) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 81d ago
GHI
nan%
XLF
+8.5%

GHI outperformed XLF by nan% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 36d ago
GHI
nan%
XLF
+4.8%

Since the filing became public, GHI outperformed XLF by nan% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

2 top-rated funds 0 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
0.1
/ 10
conviction
Hedge Fund Positioning: GHI
39 + Investors

Track Smart Money conviction in GHI. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 39 45 -13.33%
13F Shares 2M 2M -15.55%
Total Value $11M $17M -34.34%
New Positions 9 12 -3
Increased Positions 9 12 -3
Closed Positions 15 14 +1
Reduced Positions 11 12 -1
Total Calls 1 1 -
Total Puts 2 1 100.0%
PUT/CALL Ratio 2.0 1.0 Bearish

Statistics: GHI

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

39 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in GHI. Verified SEC 13F-HR filings.

QUARTER:
Top 25 GHI holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Bluefin Capital Management, LLC 0.18% 103,201 $711K
2 Advisory Advocates, LLC 0.15% 22,064 $152K
3 Samalin Investment Counsel, LLC 0.08% 43,923 $216K
4 IFG Advisory, LLC 0.06% 4,378 $22K
5 Equitable Holdings, Inc. 0.03% 565,293 $3.9M
6 Ashton Thomas Securities, LLC 0.02% 25,126 $124K
7 SOA Wealth Advisors, LLC. 0.01% 12,166 $60K
8 Abel Hall, LLC 0.01% 10,000 $49K
9 Integrity Alliance, LLC. 0.00% 16,534 $81K
10 Gladstone Institutional Advisory LLC 0.00% 10,293 $51K
11 Stephens Inc /Ar/ 0.00% 10,082 $50K
12 Nemes Rush Group LLC 0.00% 1,210 $6K
13 Advisory Services Network, LLC 0.00% 6,466 $32K
14 Kestra Advisory Services, LLC 0.00% 16,637 $82K
15 CoreCap Advisors, LLC 0.00% 1,604 $8K
16 Raymond James Financial Inc 0.00% 161,560 $795K
17 Stifel Financial Corp 0.00% 48,374 $238K
18 Scarborough Advisors, LLC 0.00% 377 $2K
19 Heritage Wealth Advisors 0.00% 972 $5K
20 Hrt Financial LP 0.00% 12,981 $63K
21 Corient Private Wealth LLC 0.00% 19,676 $97K
22 Morgan Stanley 0.00% 423,548 $2.1M
23 Royal Bank of Canada 0.00% 139,410 $686K
24 Cetera Investment Advisers 0.00% 14,041 $69K
25 Osaic Holdings, INC. 0.00% 9,733 $48K
Investor Ownership
History
% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Greystone Housing Impact Inv (GHI)

What does the Smart Money Trend signal show for GHI?

Selling streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds reduced or closed their GHI positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for GHI?

Heavy selling pressure — only 39% buying: Last quarter: 28 funds sold vs only 18 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.

What is the fund quality score for GHI holders?

Strong quality — 36% AUM from major funds: 10 of 39 holders rank in the top 100 by AUM, accounting for 36% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held GHI?

54% of holders stayed for 2+ years: 21 out of 39 hedge funds have held GHI for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Greystone Housing Impact Inv (GHI) following the 2026 Q1 hedge fund 13F filings?

As of today, GHI has moved nan% since the 2026 Q1 13F filing date (May 15, 2026), compared to +4.8% for the XLF sector ETF — an outperformance of nan%. Since the quarter end (March 31, 2026), GHI has gained nan% vs +8.5% for XLF. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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