Fiduciary Trust’s Greystone Housing Impact Investors LP GHI Stock Holding History

Fiduciary Trust’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 Q4	–	Sell	-27,395	Closed	-$282K	–	871
2025 Q3	$282K	Hold	27,395	–	–	﹤0.01%	726
2025 Q2	$310K	Buy	27,395 +13,552	+98%	+$159K	﹤0.01%	674
2025 Q1	$171K	Hold	13,843	–	–	﹤0.01%	795
2024 Q4	$142K	Hold	13,843	–	–	﹤0.01%	674
2024 Q3	$194K	Hold	13,843	–	–	﹤0.01%	634
2024 Q2	$205K	Buy	13,843 +57	+0.4%	+$869	﹤0.01%	602
2024 Q1	$225K	Sell	13,786 -1	-0%	-$17	﹤0.01%	607
2023 Q4	$231K	Hold	13,787	–	–	﹤0.01%	584
2023 Q3	$211K	Buy	13,787 +3	+0%	+$48	﹤0.01%	582
2023 Q2	$224K	Sell	13,784 -62	-0.4%	-$994	﹤0.01%	586
2023 Q1	$235K	Buy	13,846 +144	+1%	+$2.55K	﹤0.01%	577
2022 Q4	$234K	Sell	13,702 -1	-0%	-$18	﹤0.01%	578
2022 Q3	$230K	Sell	13,703 -143	-1%	-$2.62K	0.01%	569
2022 Q2	$244K	Buy	+13,846	New	+$239K	0.01%	575

Other funds holding GHI

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

BCM

Bluefin Capital Management New York $156M AUM 18.47% 1-Year Est. Return

AFIA

America First Investment Advisors Omaha, Nebraska $536M AUM 12.62% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

LFG

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

Fiduciary Trust's GHI Position: Q4 2025 in Review

Fiduciary Trust sold out of Greystone Housing Impact Investors LP (GHI) in Q4 2025, closing a stake of 27,395 shares — an estimated $282K sold.

Fiduciary Trust first reported a position in GHI in Q2 2022 and held it in 14 quarters. The position peaked at $310K in Q2 2025. 45 funds tracked by Wall St. Rank hold GHI as of Q4 2025.

Fiduciary Trust reported no remaining Greystone Housing Impact Investors LP position as of Q4 2025 after selling out during the quarter.
Fiduciary Trust sold 27,395 Greystone Housing Impact Investors LP shares in Q4 2025, an estimated $282K.
Fiduciary Trust first reported a position in Greystone Housing Impact Investors LP in Q2 2022 and held it in 14 quarters.
Fiduciary Trust's Greystone Housing Impact Investors LP position peaked at $310K in Q2 2025.
45 funds tracked by Wall St. Rank held Greystone Housing Impact Investors LP as of Q4 2025.

Based on Fiduciary Trust's 13F filing for Q4 2025, filed 13 Feb 2026.