Greystone Housing Impact Investors Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

NYSE:GHI Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Shares	Max Price
12 Aug 24	BuyUS$56,420	Kenneth Rogozinski	Individual	4,000	US$14.14
14 May 24	BuyUS$55,692	Kenneth Rogozinski	Individual	3,600	US$15.47
13 May 24	BuyUS$21,894	Kenneth Rogozinski	Individual	1,400	US$15.67

Insider Trading Volume

Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.

Ownership Breakdown

What is the ownership structure of GHI?
Owner Type	Number of Shares	Ownership Percentage
Individual Insiders	336,857	1.45%
Institutions	2,018,926	8.67%
General Public	20,934,659	89.9%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.

Top Shareholders

Top 25 shareholders own 8.68% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
0.99%	Morgan Stanley, Investment Banking and Brokerage Investments	231,375	US$2.4m	6.62%	no data
0.84%	Equitable Holdings, Inc, Asset Management Arm	194,990	US$2.0m	12%	0.02%
0.73%	Raymond James Financial Services Advisors, Inc.	170,099	US$1.7m	-2.63%	no data
0.71%	Kenneth Rogozinski	165,052	US$1.7m	2.48%	no data
0.63%	Raymond James Financial Inc., Asset Management Arm	147,123	US$1.5m	-8.38%	no data
0.56%	Morgan Stanley Investment Management Inc.	130,135	US$1.3m	225%	no data
0.5%	America First Investment Advisors LLC	116,538	US$1.2m	0%	0.25%
0.46%	Royal Bank of Canada, Banking & Securities Investments	106,686	US$1.1m	8.13%	no data
0.44%	Bluefin Capital Management, LLC, Asset Management Arm	103,201	US$1.1m	0%	1.39%
0.32%	Jesse Coury	74,818	US$766.9k	0%	no data
0.32%	UBS Asset Management AG	74,242	US$761.0k	24.1%	no data
0.29%	Freestone Capital Management, LLC	67,902	US$696.0k	-58.6%	0.02%
0.23%	Citadel Advisors LLC	54,698	US$560.7k	3.16%	no data
0.21%	Stifel Asset Management Corp.	48,656	US$498.7k	0%	no data
0.19%	Samalin Investment Counsel, LLC	43,945	US$450.4k	-28.4%	0.21%
0.19%	Wells Fargo & Company, Securities and Brokerage Investments	43,938	US$450.4k	0%	no data
0.14%	Aveo Capital Partners, LLC	31,874	US$326.7k	-6.24%	0.04%
0.13%	U.S. Bancorp Asset Management, Inc.	30,294	US$310.5k	0%	no data
0.13%	Wealth Enhancement Advisory Services, LLC	30,265	US$310.2k	0%	no data
0.12%	LPL Financial Corporation, Asset Management Arm	28,472	US$291.8k	-0.95%	no data
0.12%	Stephen Rosenberg	27,267	US$279.5k	0%	no data
0.11%	Walter Griffith	26,018	US$266.7k	0%	no data
0.11%	Royal Capital Wealth Management LLC	24,924	US$255.5k	0.39%	0.19%
0.11%	Rockefeller & Co. LLC	24,799	US$254.2k	-28%	no data
0.11%	Cambridge Investment Research Advisors, Inc.	24,577	US$251.9k	1.74%	no data

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2025/01/02 12:52
End of Day Share Price	2025/01/02 00:00
Earnings	2024/09/30
Annual Earnings	2023/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .

Analyst Sources

Greystone Housing Impact Investors LP is covered by 7 analysts. 3 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

Analyst	Institution
Jason Stewart	Janney Montgomery Scott LLC
Steven Delaney	JMP Securities
Christopher Muller	JMP Securities