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

LPL Financial’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
-11,099
Closed -$76.5K – 6052
2025
Q4 		$76.5K Buy
+11,099
New +$86.6K ﹤0.01% 5654
2025
Q3 		– Sell
-18,166
Closed -$206K – 5878
2025
Q2 		$206K Sell
18,166
-6,435
-26% -$75.4K ﹤0.01% 5069
2025
Q1 		$303K Buy
24,601
+1,327
+6% +$16.4K ﹤0.01% 4563
2024
Q4 		$239K Sell
23,274
-5,198
-18% -$62.5K ﹤0.01% 4699
2024
Q3 		$399K Sell
28,472
-273
-0.9% -$3.85K ﹤0.01% 4201
2024
Q2 		$426K Sell
28,745
-11,908
-29% -$181K ﹤0.01% 3996
2024
Q1 		$662K Sell
40,653
-3,841
-9% -$63.7K ﹤0.01% 3542
2023
Q4 		$744K Sell
44,494
-4,168
-9% -$67.4K ﹤0.01% 3322
2023
Q3 		$746K Buy
48,662
+3,225
+7% +$51.2K ﹤0.01% 3156
2023
Q2 		$740K Buy
45,437
+7,168
+19% +$115K ﹤0.01% 3115
2023
Q1 		$651K Buy
38,269
+15,282
+66% +$271K ﹤0.01% 3126
2022
Q4 		$393K Sell
22,987
-18,670
-45% -$334K ﹤0.01% 3456
2022
Q3 		$700K Sell
41,657
-8,324
-17% -$153K ﹤0.01% 2834
2022
Q2 		$881K Buy
+49,981
New +$861K ﹤0.01% 2678

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 $282M AUM 16.72% 1-Year Est. Return
ATS
Ashton Thomas Securities Rochester, New York $797M AUM 18.33% 1-Year Est. Return

LPL Financial's GHI Position: Q1 2026 in Review

LPL Financial sold out of Greystone Housing Impact Investors LP (GHI) in Q1 2026, closing a stake of 11,099 shares — an estimated $76.5K sold.

LPL Financial first reported a position in GHI in Q2 2022 and held it in 14 quarters. The position peaked at $881K in Q2 2022. 39 funds tracked by Wall St. Rank hold GHI as of Q1 2026.

  • LPL Financial reported no remaining Greystone Housing Impact Investors LP position as of Q1 2026 after selling out during the quarter.
  • LPL Financial sold 11,099 Greystone Housing Impact Investors LP shares in Q1 2026, an estimated $76.5K.
  • LPL Financial first reported a position in Greystone Housing Impact Investors LP in Q2 2022 and held it in 14 quarters.
  • LPL Financial's Greystone Housing Impact Investors LP position peaked at $881K in Q2 2022.
  • 39 funds tracked by Wall St. Rank held Greystone Housing Impact Investors LP as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.