Heritage Wealth Advisors’s Greystone Housing Impact Investors LP GHI Stock Holding History

Heritage 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	–	Sell	-972	Closed	-$4.78K	–	705
2026 Q1	$4.78K	Hold	972	–	–	﹤0.01%	568
2025 Q4	$6.7K	Hold	972	–	–	﹤0.01%	480
2025 Q3	$10K	Hold	972	–	–	﹤0.01%	428
2025 Q2	$11K	Hold	972	–	–	﹤0.01%	419
2025 Q1	$12K	Hold	972	–	–	﹤0.01%	411
2024 Q4	$9.96K	Hold	972	–	–	﹤0.01%	442
2024 Q3	$13.6K	Hold	972	–	–	﹤0.01%	426
2024 Q2	$14.4K	Buy	972 +4	+0.4%	+$61	﹤0.01%	405
2024 Q1	$15.8K	Hold	968	–	–	﹤0.01%	412
2023 Q4	$16.2K	Buy	968 +401	+71%	+$6.49K	﹤0.01%	423
2023 Q3	$8.68K	Hold	567	–	–	﹤0.01%	415
2023 Q2	$9.23K	Sell	567 -3	-0.5%	-$48	﹤0.01%	437
2023 Q1	$9.68K	Buy	570 +6	+1%	+$106	﹤0.01%	444
2022 Q4	$9.66K	Sell	564 -1	-0.2%	-$18	﹤0.01%	453
2022 Q3	$9.5K	Buy	+565	New	+$10.4K	﹤0.01%	427

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

Heritage Wealth Advisors's GHI Position: Q2 2026 in Review

Heritage Wealth Advisors sold out of Greystone Housing Impact Investors LP (GHI) in Q2 2026, closing a stake of 972 shares — an estimated $4.78K sold.

Heritage Wealth Advisors first reported a position in GHI in Q3 2022 and held it in 15 quarters. The position peaked at $16.2K in Q4 2023. 36 funds tracked by Wall St. Rank hold GHI as of Q2 2026.

Heritage Wealth Advisors reported no remaining Greystone Housing Impact Investors LP position as of Q2 2026 after selling out during the quarter.
Heritage Wealth Advisors sold 972 Greystone Housing Impact Investors LP shares in Q2 2026, an estimated $4.78K.
Heritage Wealth Advisors first reported a position in Greystone Housing Impact Investors LP in Q3 2022 and held it in 15 quarters.
Heritage Wealth Advisors's Greystone Housing Impact Investors LP position peaked at $16.2K in Q4 2023.
36 funds tracked by Wall St. Rank held Greystone Housing Impact Investors LP as of Q2 2026.

Based on Heritage Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.