Creative Planning
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Creative Planning’s Greystone Housing Impact Investors LP GHI Stock Holding History

Creative Planning’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 		– Sell
-15,229
Closed -$105K – 4147
2025
Q4 		$105K Hold
15,229
– – ﹤0.01% 3706
2025
Q3 		$157K Sell
15,229
-1,082
-7% -$11.8K ﹤0.01% 3567
2025
Q2 		$185K Buy
16,311
+31
+0.2% +$363 ﹤0.01% 3253
2025
Q1 		$201K Buy
16,280
+29
+0.2% +$358 ﹤0.01% 3071
2024
Q4 		$167K Buy
16,251
+29
+0.2% +$349 ﹤0.01% 3028
2024
Q3 		$228K Hold
16,222
– – ﹤0.01% 2739
2024
Q2 		$240K Sell
16,222
-921
-5% -$14K ﹤0.01% 2535
2024
Q1 		$279K Sell
17,143
-1
-0% -$17 ﹤0.01% 2315
2023
Q4 		$287K Sell
17,144
-16,475
-49% -$266K ﹤0.01% 2118
2023
Q3 		$515K Buy
33,619
+4
+0% +$63 ﹤0.01% 1554
2023
Q2 		$547K Sell
33,615
-150
-0.4% -$2.41K ﹤0.01% 1490
2023
Q1 		$574K Sell
33,765
-1
-0% -$18 ﹤0.01% 1384
2022
Q4 		$578K Sell
33,766
-527
-2% -$9.42K ﹤0.01% 1352
2022
Q3 		$577K Buy
34,293
+19,061
+125% +$349K ﹤0.01% 1247
2022
Q2 		$268K Buy
+15,232
New +$263K ﹤0.01% 1693

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

Creative Planning's GHI Position: Q1 2026 in Review

Creative Planning sold out of Greystone Housing Impact Investors LP (GHI) in Q1 2026, closing a stake of 15,229 shares — an estimated $105K sold.

Creative Planning first reported a position in GHI in Q2 2022 and held it in 15 quarters. The position peaked at $578K in Q4 2022. 39 funds tracked by Wall St. Rank hold GHI as of Q1 2026.

  • Creative Planning reported no remaining Greystone Housing Impact Investors LP position as of Q1 2026 after selling out during the quarter.
  • Creative Planning sold 15,229 Greystone Housing Impact Investors LP shares in Q1 2026, an estimated $105K.
  • Creative Planning first reported a position in Greystone Housing Impact Investors LP in Q2 2022 and held it in 15 quarters.
  • Creative Planning's Greystone Housing Impact Investors LP position peaked at $578K in Q4 2022.
  • 39 funds tracked by Wall St. Rank held Greystone Housing Impact Investors LP as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.