Cetera Investment Advisers
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Cetera Investment Advisers’s Greystone Housing Impact Investors LP GHI Stock Holding History

Cetera Investment Advisers’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
Q1 		$69.1K Sell
14,041
-67
-0.5% -$485 ﹤0.01% 4529
2025
Q4 		$97.2K Sell
14,108
-1,979
-12% -$15.4K ﹤0.01% 4404
2025
Q3 		$166K Sell
16,087
-676
-4% -$7.37K ﹤0.01% 4202
2025
Q2 		$190K Sell
16,763
-712
-4% -$8.34K ﹤0.01% 3740
2025
Q1 		$215K Sell
17,475
-1,526
-8% -$18.8K ﹤0.01% 3545
2024
Q4 		$195K Buy
19,001
+31
+0.2% +$373 ﹤0.01% 3437
2024
Q3 		$266K Buy
18,970
+428
+2% +$6.04K ﹤0.01% 3170
2024
Q2 		$275K Sell
18,542
-2,420
-12% -$36.9K ﹤0.01% 3097
2024
Q1 		$341K Sell
20,962
-514
-2% -$8.52K ﹤0.01% 2926
2023
Q4 		$359K Buy
21,476
+437
+2% +$7.07K ﹤0.01% 1678
2023
Q3 		$322K Sell
21,039
-25,171
-54% -$400K ﹤0.01% 1671
2023
Q2 		$752K Sell
46,210
-15,313
-25% -$246K 0.01% 1213
2023
Q1 		$1.05M Buy
61,523
+1,515
+3% +$26.8K 0.01% 1013
2022
Q4 		$1.03M Buy
+60,008
New +$1.07M 0.01% 983
2022
Q3 		– Sell
-54,780
Closed -$965K – 1799
2022
Q2 		$965K Buy
+54,780
New +$944K 0.02% 813

Other funds holding GHI

EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BCM
Bluefin Capital Management New York $156M AUM 18.47% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
SIC
Samalin Investment Counsel Chappaqua, New York $282M AUM 16.72% 1-Year Est. Return
ATS
Ashton Thomas Securities Rochester, New York $797M AUM 18.33% 1-Year Est. Return

Cetera Investment Advisers's GHI Position: Q1 2026 in Review

Cetera Investment Advisers reduced its Greystone Housing Impact Investors LP (GHI) stake by 0.47% in Q1 2026, selling an estimated $485 and leaving 14,041 shares worth $69.1K. The position accounts for ﹤0.01% of the portfolio, ranked #4529.

Cetera Investment Advisers first reported a position in GHI in Q2 2022 and has held it in 15 quarters since. The position peaked at $1.05M in Q1 2023. 39 funds tracked by Wall St. Rank hold GHI as of Q1 2026.

  • Cetera Investment Advisers held 14,041 shares of Greystone Housing Impact Investors LP worth $69.1K as of Q1 2026.
  • Cetera Investment Advisers sold 67 Greystone Housing Impact Investors LP shares in Q1 2026, an estimated $485.
  • Greystone Housing Impact Investors LP made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q1 2026, its #4529 holding.
  • Cetera Investment Advisers first reported a position in Greystone Housing Impact Investors LP in Q2 2022 and has held it in 15 quarters since.
  • Cetera Investment Advisers's Greystone Housing Impact Investors LP position peaked at $1.05M in Q1 2023.
  • 39 funds tracked by Wall St. Rank held Greystone Housing Impact Investors LP as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.