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AllSquare Wealth Management’s Greystone Housing Impact Investors LP GHI Stock Holding History

AllSquare Wealth Management’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
2025
Q3 		$28.5K Hold
2,767
– – 0.02% 277
2025
Q2 		$31.3K Hold
2,767
– – 0.02% 268
2025
Q1 		$34.1K Hold
2,767
– – 0.02% 253
2024
Q4 		$28.4K Hold
2,767
– – 0.02% 270
2024
Q3 		$38.8K Hold
2,767
– – 0.02% 236
2024
Q2 		$41K Buy
2,767
+11
+0.4% +$168 0.02% 225
2024
Q1 		$44.9K Hold
2,756
– – 0.03% 225
2023
Q4 		$46.1K Sell
2,756
-1
-0% -$16 0.03% 220
2023
Q3 		$42.2K Buy
2,757
+1
+0% +$16 0.03% 214
2023
Q2 		$41K Buy
+2,756
New +$44.2K 0.03% 230

Other funds holding GHI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AFIA
America First Investment Advisors Omaha, Nebraska $536M AUM 12.62% 1-Year Est. Return
BCM
Bluefin Capital Management New York $156M AUM 18.47% 1-Year Est. Return
BIM
Bullseye Investment Management Cincinnati, Ohio $164M AUM 8.01% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
SIC
Samalin Investment Counsel Chappaqua, New York $282M AUM 16.72% 1-Year Est. Return
LFG
Larson Financial Group St Louis, Missouri $3.13B AUM 22.88% 1-Year Est. Return

AllSquare Wealth Management's GHI Position: Q3 2025 in Review

AllSquare Wealth Management held its Greystone Housing Impact Investors LP (GHI) position steady in Q3 2025 at 2,767 shares worth $28.5K. The position accounts for 0.02% of the portfolio, ranked #277.

AllSquare Wealth Management first reported a position in GHI in Q2 2023 and has held it in 10 quarters since. The position peaked at $46.1K in Q4 2023. 49 funds tracked by Wall St. Rank hold GHI as of Q3 2025.

  • AllSquare Wealth Management held 2,767 shares of Greystone Housing Impact Investors LP worth $28.5K as of Q3 2025.
  • AllSquare Wealth Management left its Greystone Housing Impact Investors LP share count unchanged in Q3 2025.
  • Greystone Housing Impact Investors LP made up 0.02% of AllSquare Wealth Management's portfolio in Q3 2025, its #277 holding.
  • AllSquare Wealth Management first reported a position in Greystone Housing Impact Investors LP in Q2 2023 and has held it in 10 quarters since.
  • AllSquare Wealth Management's Greystone Housing Impact Investors LP position peaked at $46.1K in Q4 2023.
  • 49 funds tracked by Wall St. Rank held Greystone Housing Impact Investors LP as of Q3 2025.

Based on AllSquare Wealth Management's 13F filing for Q3 2025, filed 12 Jan 2026.