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

IFG 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	$21.5K	Buy	+4,378	New	+$31.7K	0.06%	195
2025 Q2	–	Sell	-13,268	Closed	-$164K	–	740
2025 Q1	$164K	Sell	13,268 -4,600	-26%	-$56.8K	0.01%	665
2024 Q4	$183K	Sell	17,868 -3,100	-15%	-$37.3K	0.01%	644
2024 Q3	$294K	Hold	20,968	–	–	0.02%	354
2024 Q2	$311K	Sell	20,968 -14,620	-41%	-$223K	0.02%	508
2024 Q1	$580K	Buy	35,588 +14,704	+70%	+$244K	0.04%	301
2023 Q4	$349K	Sell	20,884 -1	-0%	-$16	0.03%	445
2023 Q3	$320K	Buy	20,885 +5	+0%	+$79	0.03%	424
2023 Q2	$340K	Sell	20,880 -93	-0.4%	-$1.49K	0.03%	289
2023 Q1	$357K	Buy	20,973 +215	+1%	+$3.81K	0.03%	379
2022 Q4	$355K	Buy	+20,758	New	+$371K	0.04%	371
2022 Q3	–	Sell	-31,900	Closed	-$562K	–	527
2022 Q2	$562K	Buy	+31,900	New	+$550K	0.06%	274

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

IFG Advisory's GHI Position: Q1 2026 in Review

IFG Advisory opened a new position in Greystone Housing Impact Investors LP (GHI) in Q1 2026: 4,378 shares worth $21.5K. The stake represents 0.06% of the portfolio and ranks #195 among its holdings. This is a return to the name: IFG Advisory previously reported a position in GHI as recently as Q1 2025.

IFG Advisory first reported a position in GHI in Q2 2022 and has held it in 12 quarters since. The position peaked at $580K in Q1 2024. 39 funds tracked by Wall St. Rank hold GHI as of Q1 2026.

IFG Advisory held 4,378 shares of Greystone Housing Impact Investors LP worth $21.5K as of Q1 2026.
Greystone Housing Impact Investors LP was a new IFG Advisory position in Q1 2026.
Greystone Housing Impact Investors LP made up 0.06% of IFG Advisory's portfolio in Q1 2026, its #195 holding.
IFG Advisory first reported a position in Greystone Housing Impact Investors LP in Q2 2022 and has held it in 12 quarters since.
IFG Advisory's Greystone Housing Impact Investors LP position peaked at $580K in Q1 2024.
39 funds tracked by Wall St. Rank held Greystone Housing Impact Investors LP as of Q1 2026.

Based on IFG Advisory's 13F filing for Q1 2026, filed 12 May 2026.