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

Kestra Advisory Services’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 		$94.1K Sell
16,221
-416
-3% -$2.2K ﹤0.01% 3184
2026
Q1 		$81.9K Buy
16,637
+5,176
+45% +$37.5K ﹤0.01% 3041
2025
Q4 		$79K Buy
11,461
+627
+6% +$4.89K ﹤0.01% 3606
2025
Q3 		$112K Buy
+10,834
New +$118K ﹤0.01% 2810
2025
Q1 		– Sell
-10,183
Closed -$104K – 2813
2024
Q4 		$104K Buy
+10,183
New +$122K ﹤0.01% 2565
2024
Q2 		– Sell
-11,248
Closed -$187K – 2641
2024
Q1 		$187K Buy
+11,248
New +$187K ﹤0.01% 2294

Other funds holding GHI

ATS
Ashton Thomas Securities Rochester, New York $677M AUM 22.42% 1-Year Est. Return
SIC
Samalin Investment Counsel Chappaqua, New York $320M AUM 20.87% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
GIA
Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return
AHL
Abel Hall LLC Baton Rouge, Louisiana $579M AUM 54.21% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Kestra Advisory Services's GHI Position: Q2 2026 in Review

Kestra Advisory Services reduced its Greystone Housing Impact Investors LP (GHI) stake by 2.5% in Q2 2026, selling an estimated $2.2K and leaving 16,221 shares worth $94.1K. The position accounts for ﹤0.01% of the portfolio, ranked #3184.

Kestra Advisory Services first reported a position in GHI in Q1 2024 and has held it in 6 quarters since. The position peaked at $187K in Q1 2024. 8 funds tracked by Wall St. Rank hold GHI as of Q2 2026.

  • Kestra Advisory Services held 16,221 shares of Greystone Housing Impact Investors LP worth $94.1K as of Q2 2026.
  • Kestra Advisory Services sold 416 Greystone Housing Impact Investors LP shares in Q2 2026, an estimated $2.2K.
  • Greystone Housing Impact Investors LP made up ﹤0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #3184 holding.
  • Kestra Advisory Services first reported a position in Greystone Housing Impact Investors LP in Q1 2024 and has held it in 6 quarters since.
  • Kestra Advisory Services's Greystone Housing Impact Investors LP position peaked at $187K in Q1 2024.
  • 8 funds tracked by Wall St. Rank held Greystone Housing Impact Investors LP as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.