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Larson Financial Group’s Greystone Housing Impact Investors LP GHI Stock Holding History

Larson Financial Group’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 		– Sell
-44,565
Closed -$307K – 3707
2025
Q4 		$307K Buy
44,565
+1,549
+4% +$12.1K 0.01% 600
2025
Q3 		$443K Buy
43,016
+1,226
+3% +$13.4K 0.02% 498
2025
Q2 		$473K Buy
+41,790
New +$489K 0.02% 445

Other funds holding GHI

EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
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
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
SIC
Samalin Investment Counsel Chappaqua, New York $320M AUM 20.87% 1-Year Est. Return
ATS
Ashton Thomas Securities Rochester, New York $677M AUM 22.42% 1-Year Est. Return

Larson Financial Group's GHI Position: Q1 2026 in Review

Larson Financial Group sold out of Greystone Housing Impact Investors LP (GHI) in Q1 2026, closing a stake of 44,565 shares — an estimated $307K sold.

Larson Financial Group first reported a position in GHI in Q2 2025 and held it in 3 quarters. The position peaked at $473K in Q2 2025. 39 funds tracked by Wall St. Rank hold GHI as of Q1 2026.

  • Larson Financial Group reported no remaining Greystone Housing Impact Investors LP position as of Q1 2026 after selling out during the quarter.
  • Larson Financial Group sold 44,565 Greystone Housing Impact Investors LP shares in Q1 2026, an estimated $307K.
  • Larson Financial Group first reported a position in Greystone Housing Impact Investors LP in Q2 2025 and held it in 3 quarters.
  • Larson Financial Group's Greystone Housing Impact Investors LP position peaked at $473K in Q2 2025.
  • 39 funds tracked by Wall St. Rank held Greystone Housing Impact Investors LP as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.