Commonwealth Equity Services
GHI icon

Commonwealth Equity Services’s Greystone Housing Impact Investors LP GHI Stock Holding History

Commonwealth Equity Services’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
-10,443
Closed -$118K – 4317
2025
Q2 		$118K Buy
+10,443
New +$122K ﹤0.01% 4035
2025
Q1 		– Sell
-13,389
Closed -$137K – 4213
2024
Q4 		$137K Buy
13,389
+1,527
+13% +$18.4K ﹤0.01% 3851
2024
Q3 		$166K Sell
11,862
-6,967
-37% -$98.3K ﹤0.01% 3766
2024
Q2 		$279K Sell
18,829
-378
-2% -$5.76K ﹤0.01% 3355
2024
Q1 		$313K Sell
19,207
-1,992
-9% -$33K ﹤0.01% 3235
2023
Q4 		$354K Sell
21,199
-5,081
-19% -$82.2K ﹤0.01% 3019
2023
Q3 		$403K Buy
26,280
+1,105
+4% +$17.5K ﹤0.01% 2780
2023
Q2 		$410K Buy
25,175
+1,460
+6% +$23.4K ﹤0.01% 2785
2023
Q1 		$403 Buy
23,715
+1,545
+7% +$27.4K ﹤0.01% 2731
2022
Q4 		$379K Buy
22,170
+3,846
+21% +$68.7K ﹤0.01% 2694
2022
Q3 		$308K Buy
18,324
+255
+1% +$4.67K ﹤0.01% 2805
2022
Q2 		$318K Buy
+18,069
New +$311K ﹤0.01% 2785

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 $320M AUM 20.87% 1-Year Est. Return
LFG
Larson Financial Group St Louis, Missouri $3.13B AUM 22.88% 1-Year Est. Return

Commonwealth Equity Services's GHI Position: Q3 2025 in Review

Commonwealth Equity Services sold out of Greystone Housing Impact Investors LP (GHI) in Q3 2025, closing a stake of 10,443 shares — an estimated $118K sold.

Commonwealth Equity Services first reported a position in GHI in Q2 2022 and held it in 12 quarters. The position peaked at $410K in Q2 2023. 49 funds tracked by Wall St. Rank hold GHI as of Q3 2025.

  • Commonwealth Equity Services reported no remaining Greystone Housing Impact Investors LP position as of Q3 2025 after selling out during the quarter.
  • Commonwealth Equity Services sold 10,443 Greystone Housing Impact Investors LP shares in Q3 2025, an estimated $118K.
  • Commonwealth Equity Services first reported a position in Greystone Housing Impact Investors LP in Q2 2022 and held it in 12 quarters.
  • Commonwealth Equity Services's Greystone Housing Impact Investors LP position peaked at $410K in Q2 2023.
  • 49 funds tracked by Wall St. Rank held Greystone Housing Impact Investors LP as of Q3 2025.

Based on Commonwealth Equity Services's 13F filing for Q3 2025, filed 22 Oct 2025.