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 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 $15.5B AUM 19.09% 1-Year Est. Return

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

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

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

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

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

Gladstone Institutional Advisory's GHI Position: Q1 2026 in Review

Gladstone Institutional Advisory held its Greystone Housing Impact Investors LP (GHI) position steady in Q1 2026 at 10,293 shares worth $50.6K. The position accounts for ﹤0.01% of the portfolio, ranked #824.

Gladstone Institutional Advisory first reported a position in GHI in Q4 2022 and has held it in 8 quarters since. The position peaked at $200K in Q4 2022. 39 funds tracked by Wall St. Rank hold GHI as of Q1 2026.

Gladstone Institutional Advisory held 10,293 shares of Greystone Housing Impact Investors LP worth $50.6K as of Q1 2026.
Gladstone Institutional Advisory left its Greystone Housing Impact Investors LP share count unchanged in Q1 2026.
Greystone Housing Impact Investors LP made up ﹤0.01% of Gladstone Institutional Advisory's portfolio in Q1 2026, its #824 holding.
Gladstone Institutional Advisory first reported a position in Greystone Housing Impact Investors LP in Q4 2022 and has held it in 8 quarters since.
Gladstone Institutional Advisory's Greystone Housing Impact Investors LP position peaked at $200K in Q4 2022.
39 funds tracked by Wall St. Rank held Greystone Housing Impact Investors LP as of Q1 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q1 2026, filed 14 May 2026.