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 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 $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

Heritage Wealth Advisors's GHI Position: Q1 2026 in Review

Heritage Wealth Advisors held its Greystone Housing Impact Investors LP (GHI) position steady in Q1 2026 at 972 shares worth $4.78K. The position accounts for ﹤0.01% of the portfolio, ranked #568.

Heritage Wealth Advisors first reported a position in GHI in Q3 2022 and has held it in 15 quarters since. The position peaked at $16.2K in Q4 2023. 39 funds tracked by Wall St. Rank hold GHI as of Q1 2026.

Heritage Wealth Advisors held 972 shares of Greystone Housing Impact Investors LP worth $4.78K as of Q1 2026.
Heritage Wealth Advisors left its Greystone Housing Impact Investors LP share count unchanged in Q1 2026.
Greystone Housing Impact Investors LP made up ﹤0.01% of Heritage Wealth Advisors's portfolio in Q1 2026, its #568 holding.
Heritage Wealth Advisors first reported a position in Greystone Housing Impact Investors LP in Q3 2022 and has held it in 15 quarters since.
Heritage Wealth Advisors's Greystone Housing Impact Investors LP position peaked at $16.2K in Q4 2023.
39 funds tracked by Wall St. Rank held Greystone Housing Impact Investors LP as of Q1 2026.

Based on Heritage Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.