Corient Private Wealth
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Corient Private Wealth’s Greystone Housing Impact Investors LP GHI Stock Holding History

Corient Private Wealth’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 		$122K Buy
21,001
+1,325
+7% +$7K ﹤0.01% 2902
2026
Q1 		$96.8K Buy
19,676
+9,375
+91% +$67.9K ﹤0.01% 2697
2025
Q4 		$71K Buy
+10,301
New +$80.4K ﹤0.01% 2578

Other funds holding GHI

EH
Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BCM
Bluefin Capital Management New York $399M AUM 24.96% 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

Corient Private Wealth's GHI Position: Q2 2026 in Review

Corient Private Wealth increased its Greystone Housing Impact Investors LP (GHI) stake by 6.7% in Q2 2026, buying an estimated $7K and bringing the position to 21,001 shares worth $122K. The position accounts for ﹤0.01% of the portfolio, ranked #2902.

Corient Private Wealth first reported a position in GHI in Q4 2025 and has held it in 3 quarters since. 36 funds tracked by Wall St. Rank hold GHI as of Q2 2026.

  • Corient Private Wealth held 21,001 shares of Greystone Housing Impact Investors LP worth $122K as of Q2 2026.
  • Corient Private Wealth bought 1,325 Greystone Housing Impact Investors LP shares in Q2 2026, an estimated $7K.
  • Greystone Housing Impact Investors LP made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #2902 holding.
  • Corient Private Wealth first reported a position in Greystone Housing Impact Investors LP in Q4 2025 and has held it in 3 quarters since.
  • 36 funds tracked by Wall St. Rank held Greystone Housing Impact Investors LP as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.