Kestra Advisory Services
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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
Q3 		$176K Buy
30,805
+14,584
+90% +$85.5K ﹤0.01% 3285
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

Larson Financial Group
Larson Financial Group St Louis, Missouri $4.11B AUM 23.62% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Samalin Investment Counsel
Samalin Investment Counsel Chappaqua, New York $319M AUM 12.97% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Abel Hall LLC
Abel Hall LLC Baton Rouge, Louisiana $556M AUM 43.18% 1-Year Est. Return
EverSource Wealth Advisors
EverSource Wealth Advisors Birmingham, Alabama $3.11B AUM 21.48% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Newbridge Financial Services Group
Newbridge Financial Services Group Boca Raton, Florida $868M AUM 42.47% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Kestra Advisory Services's GHI Position: Q3 2026 in Review

Kestra Advisory Services increased its Greystone Housing Impact Investors LP (GHI) stake by 90% in Q3 2026, buying an estimated $85.5K and bringing the position to 30,805 shares worth $176K. The position accounts for ﹤0.01% of the portfolio, ranked #3285.

Kestra Advisory Services first reported a position in GHI in Q1 2024 and has held it in 7 quarters since. The position peaked at $187K in Q1 2024. 11 funds tracked by Wall St. Rank hold GHI as of Q3 2026.

  • Kestra Advisory Services held 30,805 shares of Greystone Housing Impact Investors LP worth $176K as of Q3 2026.
  • Kestra Advisory Services bought 14,584 Greystone Housing Impact Investors LP shares in Q3 2026, an estimated $85.5K.
  • Greystone Housing Impact Investors LP made up ﹤0.01% of Kestra Advisory Services's portfolio in Q3 2026, its #3285 holding.
  • Kestra Advisory Services first reported a position in Greystone Housing Impact Investors LP in Q1 2024 and has held it in 7 quarters since.
  • Kestra Advisory Services's Greystone Housing Impact Investors LP position peaked at $187K in Q1 2024.
  • 11 funds tracked by Wall St. Rank held Greystone Housing Impact Investors LP as of Q3 2026.

Based on Kestra Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.