LPL Financial
GHI icon

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
Q3 		$61.8K Sell
10,851
-1,699
-14% -$10K ﹤0.01% 6095
2026
Q2 		$72.8K Buy
+12,550
New +$66.3K ﹤0.01% 5975
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

Larson Financial Group
Larson Financial Group St Louis, Missouri $4.11B AUM 23.62% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 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
Mariner
Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Stephens Inc
Stephens Inc Little Rock, Arkansas $9.06B AUM 17.42% 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

LPL Financial's GHI Position: Q3 2026 in Review

LPL Financial reduced its Greystone Housing Impact Investors LP (GHI) stake by 14% in Q3 2026, selling an estimated $10K and leaving 10,851 shares worth $61.8K. The position accounts for ﹤0.01% of the portfolio, ranked #6095.

LPL Financial first reported a position in GHI in Q2 2022 and has held it in 16 quarters since. The position peaked at $881K in Q2 2022. 16 funds tracked by Wall St. Rank hold GHI as of Q3 2026.

  • LPL Financial held 10,851 shares of Greystone Housing Impact Investors LP worth $61.8K as of Q3 2026.
  • LPL Financial sold 1,699 Greystone Housing Impact Investors LP shares in Q3 2026, an estimated $10K.
  • Greystone Housing Impact Investors LP made up ﹤0.01% of LPL Financial's portfolio in Q3 2026, its #6095 holding.
  • LPL Financial first reported a position in Greystone Housing Impact Investors LP in Q2 2022 and has held it in 16 quarters since.
  • LPL Financial's Greystone Housing Impact Investors LP position peaked at $881K in Q2 2022.
  • 16 funds tracked by Wall St. Rank held Greystone Housing Impact Investors LP as of Q3 2026.

Based on LPL Financial's 13F filing for Q3 2026, filed 6 Nov 2026.