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

Cape Investment Advisory’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	–	Sell	-114	Closed	-$1.29K	–	971
2025 Q2	$1.29K	Buy	114 +3	+3%	+$35	﹤0.01%	1005
2025 Q1	$1.37K	Buy	111 +3	+3%	+$37	﹤0.01%	934
2024 Q4	$1.11K	Buy	108 +3	+3%	+$36	﹤0.01%	950
2024 Q3	$1.47K	Sell	105 -1,827	-95%	-$25.8K	﹤0.01%	851
2024 Q2	$28.6K	Sell	1,932 -6,173	-76%	-$94.1K	0.01%	381
2024 Q1	$132K	Buy	8,105 +3,035	+60%	+$50.3K	0.06%	186
2023 Q4	$84.8K	Buy	5,070 +3,039	+150%	+$49.1K	0.04%	259
2023 Q3	$31.1K	Buy	+2,031	New	+$32.2K	0.02%	373

Other funds holding GHI

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

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 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

Cape Investment Advisory's GHI Position: Q3 2025 in Review

Cape Investment Advisory sold out of Greystone Housing Impact Investors LP (GHI) in Q3 2025, closing a stake of 114 shares — an estimated $1.29K sold.

Cape Investment Advisory first reported a position in GHI in Q3 2023 and held it in 8 quarters. The position peaked at $132K in Q1 2024. 49 funds tracked by Wall St. Rank hold GHI as of Q3 2025.

Cape Investment Advisory reported no remaining Greystone Housing Impact Investors LP position as of Q3 2025 after selling out during the quarter.
Cape Investment Advisory sold 114 Greystone Housing Impact Investors LP shares in Q3 2025, an estimated $1.29K.
Cape Investment Advisory first reported a position in Greystone Housing Impact Investors LP in Q3 2023 and held it in 8 quarters.
Cape Investment Advisory's Greystone Housing Impact Investors LP position peaked at $132K in Q1 2024.
49 funds tracked by Wall St. Rank held Greystone Housing Impact Investors LP as of Q3 2025.

Based on Cape Investment Advisory's 13F filing for Q3 2025, filed 29 Dec 2025.