Gladstone Institutional Advisory’s Greystone Housing Impact Investors LP GHI Stock Holding History

Gladstone Institutional Advisory’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	$59.7K	Hold	10,293	–	–	﹤0.01%	884
2026 Q1	$50.6K	Hold	10,293	–	–	﹤0.01%	824
2025 Q4	$70.9K	Buy	+10,293	New	+$80.3K	﹤0.01%	780
2024 Q3	–	Sell	-11,826	Closed	-$175K	–	701
2024 Q2	$175K	Buy	11,826 +47	+0.4%	+$716	0.01%	632
2024 Q1	$192K	Sell	11,779 -2	-0%	-$33	0.01%	610
2023 Q4	$197K	Sell	11,781 -1	-0%	-$16	0.01%	629
2023 Q3	$181K	Buy	11,782 +1	+0%	+$16	0.01%	583
2023 Q2	$192K	Buy	+11,781	New	+$189K	0.01%	596
2023 Q1	–	Sell	-11,713	Closed	-$200K	–	678
2022 Q4	$200K	Buy	+11,713	New	+$209K	0.01%	602

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

LFG

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

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

Gladstone Institutional Advisory's GHI Position: Q2 2026 in Review

Gladstone Institutional Advisory held its Greystone Housing Impact Investors LP (GHI) position steady in Q2 2026 at 10,293 shares worth $59.7K. The position accounts for ﹤0.01% of the portfolio, ranked #884.

Gladstone Institutional Advisory first reported a position in GHI in Q4 2022 and has held it in 9 quarters since. The position peaked at $200K in Q4 2022. 36 funds tracked by Wall St. Rank hold GHI as of Q2 2026.

Gladstone Institutional Advisory held 10,293 shares of Greystone Housing Impact Investors LP worth $59.7K as of Q2 2026.
Gladstone Institutional Advisory left its Greystone Housing Impact Investors LP share count unchanged in Q2 2026.
Greystone Housing Impact Investors LP made up ﹤0.01% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #884 holding.
Gladstone Institutional Advisory first reported a position in Greystone Housing Impact Investors LP in Q4 2022 and has held it in 9 quarters since.
Gladstone Institutional Advisory's Greystone Housing Impact Investors LP position peaked at $200K in Q4 2022.
36 funds tracked by Wall St. Rank held Greystone Housing Impact Investors LP as of Q2 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.