Lido Advisors
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Lido Advisors’s Greystone Housing Impact Investors LP GHI Stock Holding History

Lido 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
2025
Q2 		– Sell
-18,155
Closed -$231K – 1694
2025
Q1 		$231K Buy
+18,155
New +$224K ﹤0.01% 1327

Other funds holding GHI

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AFIA
America First Investment Advisors Omaha, Nebraska $536M AUM 12.62% 1-Year Est. Return
BCM
Bluefin Capital Management New York $156M AUM 18.47% 1-Year Est. Return
BIM
Bullseye Investment Management Cincinnati, Ohio $164M AUM 8.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
SIC
Samalin Investment Counsel Chappaqua, New York $282M AUM 16.72% 1-Year Est. Return

Lido Advisors's GHI Position: Q2 2025 in Review

Lido Advisors sold out of Greystone Housing Impact Investors LP (GHI) in Q2 2025, closing a stake of 18,155 shares — an estimated $231K sold.

Lido Advisors first reported a position in GHI in Q1 2025 and held it in 1 quarter. The position peaked at $231K in Q1 2025. 51 funds tracked by Wall St. Rank hold GHI as of Q2 2025.

  • Lido Advisors reported no remaining Greystone Housing Impact Investors LP position as of Q2 2025 after selling out during the quarter.
  • Lido Advisors sold 18,155 Greystone Housing Impact Investors LP shares in Q2 2025, an estimated $231K.
  • Lido Advisors first reported a position in Greystone Housing Impact Investors LP in Q1 2025 and held it in 1 quarter.
  • Lido Advisors's Greystone Housing Impact Investors LP position peaked at $231K in Q1 2025.
  • 51 funds tracked by Wall St. Rank held Greystone Housing Impact Investors LP as of Q2 2025.

Based on Lido Advisors's 13F filing for Q2 2025, filed 13 Aug 2025.