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Advisory Advocates’s Greystone Housing Impact Investors LP GHI Stock Holding History

Advisory Advocates’s Portfolio GHI Stock Details GHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$75.1K Buy
12,953
+36
+0.3% +$190 0.06% 187
2026
Q1 		$63.6K Sell
12,917
-9,147
-41% -$66.3K 0.06% 159
2025
Q4 		$152K Buy
+22,064
New +$172K 0.15% 156

Other funds holding GHI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LFG
Larson Financial Group St Louis, Missouri $3.81B AUM 32.31% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
MOS
MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return
ATS
Ashton Thomas Securities Rochester, New York $677M AUM 22.42% 1-Year Est. Return
SIC
Samalin Investment Counsel Chappaqua, New York $320M AUM 20.87% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $78.6B AUM 28.08% 1-Year Est. Return

Advisory Advocates's GHI Position: Q2 2026 in Review

Advisory Advocates increased its Greystone Housing Impact Investors LP (GHI) stake by 0.28% in Q2 2026, buying an estimated $190 and bringing the position to 12,953 shares worth $75.1K. The position accounts for 0.06% of the portfolio, ranked #187.

Advisory Advocates first reported a position in GHI in Q4 2025 and has held it in 3 quarters since. The position peaked at $152K in Q4 2025. 34 funds tracked by Wall St. Rank hold GHI as of Q2 2026.

  • Advisory Advocates held 12,953 shares of Greystone Housing Impact Investors LP worth $75.1K as of Q2 2026.
  • Advisory Advocates bought 36 Greystone Housing Impact Investors LP shares in Q2 2026, an estimated $190.
  • Greystone Housing Impact Investors LP made up 0.06% of Advisory Advocates's portfolio in Q2 2026, its #187 holding.
  • Advisory Advocates first reported a position in Greystone Housing Impact Investors LP in Q4 2025 and has held it in 3 quarters since.
  • Advisory Advocates's Greystone Housing Impact Investors LP position peaked at $152K in Q4 2025.
  • 34 funds tracked by Wall St. Rank held Greystone Housing Impact Investors LP as of Q2 2026.

Based on Advisory Advocates's 13F filing for Q2 2026, filed 10 Aug 2026.