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

Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return

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 Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Larson Financial Group St Louis, Missouri $3.81B AUM 32.31% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return

Ashton Thomas Securities Rochester, New York $677M AUM 22.42% 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. 37 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.
37 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.