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EverSource Wealth Advisors’s Greystone Housing Impact Investors LP GHI Stock Holding History

EverSource Wealth Advisors’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 		$58K Hold
10,000
– – ﹤0.01% 1687
2026
Q1 		$49.2K Hold
10,000
– – ﹤0.01% 1898
2025
Q4 		$68.9K Buy
10,000
+523
+6% +$4.08K ﹤0.01% 1519
2025
Q3 		$97.6K Buy
9,477
+750
+9% +$8.18K ﹤0.01% 1297
2025
Q2 		$98.8K Buy
8,727
+1,250
+17% +$14.6K ﹤0.01% 1216
2025
Q1 		$92.2K Hold
7,477
– – 0.01% 937
2024
Q4 		$76.6K Buy
7,477
+1,000
+15% +$12K ﹤0.01% 1003
2024
Q3 		$90.9K Buy
6,477
+4,000
+161% +$56.4K 0.01% 827
2024
Q2 		$36K Hold
2,477
– – ﹤0.01% 1248
2024
Q1 		$38.6K Buy
2,477
+10
+0.4% +$166 ﹤0.01% 1083
2023
Q4 		$41.2K Buy
2,467
+56
+2% +$906 ﹤0.01% 972
2023
Q3 		$36.9K Buy
+2,411
New +$38.3K ﹤0.01% 927

Other funds holding GHI

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
SIC
Samalin Investment Counsel Chappaqua, New York $320M AUM 20.87% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
IA
Integrity Alliance Urbandale, Iowa $3.2B AUM 23.28% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
GIA
Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
AHL
Abel Hall LLC Baton Rouge, Louisiana $579M AUM 54.21% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

EverSource Wealth Advisors's GHI Position: Q2 2026 in Review

EverSource Wealth Advisors held its Greystone Housing Impact Investors LP (GHI) position steady in Q2 2026 at 10,000 shares worth $58K. The position accounts for ﹤0.01% of the portfolio, ranked #1687.

EverSource Wealth Advisors first reported a position in GHI in Q3 2023 and has held it in 12 quarters since. The position peaked at $98.8K in Q2 2025. 11 funds tracked by Wall St. Rank hold GHI as of Q2 2026.

  • EverSource Wealth Advisors held 10,000 shares of Greystone Housing Impact Investors LP worth $58K as of Q2 2026.
  • EverSource Wealth Advisors left its Greystone Housing Impact Investors LP share count unchanged in Q2 2026.
  • Greystone Housing Impact Investors LP made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1687 holding.
  • EverSource Wealth Advisors first reported a position in Greystone Housing Impact Investors LP in Q3 2023 and has held it in 12 quarters since.
  • EverSource Wealth Advisors's Greystone Housing Impact Investors LP position peaked at $98.8K in Q2 2025.
  • 11 funds tracked by Wall St. Rank held Greystone Housing Impact Investors LP as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.