Global Financial Private Client’s Greystone Housing Impact Investors LP GHI Stock Holding History

Global Financial Private Client’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 Q2	–	Sell	-352	Closed	-$4.34K	–	755
2025 Q1	$4.34K	Hold	352	–	–	﹤0.01%	714
2024 Q4	$3.61K	Hold	352	–	–	﹤0.01%	666
2024 Q3	$4.94K	Hold	352	–	–	﹤0.01%	641
2024 Q2	$5.21K	Buy	352 +1	+0.3%	+$15	﹤0.01%	505
2024 Q1	$5.68K	Hold	351	–	–	﹤0.01%	509
2023 Q4	$5.88K	Sell	351 -1	-0.3%	-$16	﹤0.01%	501
2023 Q3	$5.42K	Hold	352	–	–	﹤0.01%	495
2023 Q2	$5.76K	Sell	352 -2	-0.6%	-$32	﹤0.01%	492
2023 Q1	$6K	Buy	354 +3	+0.9%	+$53	﹤0.01%	490
2022 Q4	$6K	Hold	351	–	–	﹤0.01%	475
2022 Q3	$5.92K	Sell	351 -4	-1%	-$73	﹤0.01%	456
2022 Q2	$6.29K	Hold	355	–	–	﹤0.01%	443
2022 Q1	$6.18K	Hold	355	–	–	﹤0.01%	450
2021 Q4	$6.6K	Hold	355	–	–	﹤0.01%	430
2021 Q3	$6.21K	Hold	355	–	–	﹤0.01%	386
2021 Q2	$6.98K	Hold	355	–	–	﹤0.01%	387
2021 Q1	$5.64K	Hold	355	–	–	﹤0.01%	351
2020 Q4	$4.36K	Hold	355	–	–	﹤0.01%	364
2020 Q3	$4.27K	Hold	355	–	–	﹤0.01%	351
2020 Q2	$4.08K	Hold	355	–	–	﹤0.01%	401
2020 Q1	$4.96K	Hold	355	–	–	0.01%	398
2019 Q4	$7.9K	Buy	+355	New	+$7.84K	0.01%	395

Other funds holding GHI

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

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

AFIA

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

BCM

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

BIM

Bullseye Investment Management Cincinnati, Ohio $164M AUM 8.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

SIC

Samalin Investment Counsel Chappaqua, New York $282M AUM 16.72% 1-Year Est. Return

Global Financial Private Client's GHI Position: Q2 2025 in Review

Global Financial Private Client sold out of Greystone Housing Impact Investors LP (GHI) in Q2 2025, closing a stake of 352 shares — an estimated $4.34K sold.

Global Financial Private Client first reported a position in GHI in Q4 2019 and held it in 22 quarters. The position peaked at $7.9K in Q4 2019. 51 funds tracked by Wall St. Rank hold GHI as of Q2 2025.

Global Financial Private Client reported no remaining Greystone Housing Impact Investors LP position as of Q2 2025 after selling out during the quarter.
Global Financial Private Client sold 352 Greystone Housing Impact Investors LP shares in Q2 2025, an estimated $4.34K.
Global Financial Private Client first reported a position in Greystone Housing Impact Investors LP in Q4 2019 and held it in 22 quarters.
Global Financial Private Client's Greystone Housing Impact Investors LP position peaked at $7.9K in Q4 2019.
51 funds tracked by Wall St. Rank held Greystone Housing Impact Investors LP as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.