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Millstone Evans Group’s Greystone Housing Impact Investors LP GHI Stock Holding History

Millstone Evans 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
2025
Q2 		– Sell
-1
Closed -$12 – 785
2025
Q1 		$12 Hold
1
– – ﹤0.01% 797
2024
Q4 		$10 Buy
+1
New +$12 ﹤0.01% 732

Other funds holding GHI

Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
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

Millstone Evans Group's GHI Position: Q2 2025 in Review

Millstone Evans Group sold out of Greystone Housing Impact Investors LP (GHI) in Q2 2025, closing a stake of 1 share — an estimated $12 sold.

Millstone Evans Group first reported a position in GHI in Q4 2024 and held it in 2 quarters. The position peaked at $12 in Q1 2025. 51 funds tracked by Wall St. Rank hold GHI as of Q2 2025.

  • Millstone Evans Group reported no remaining Greystone Housing Impact Investors LP position as of Q2 2025 after selling out during the quarter.
  • Millstone Evans Group sold 1 Greystone Housing Impact Investors LP share in Q2 2025, an estimated $12.
  • Millstone Evans Group first reported a position in Greystone Housing Impact Investors LP in Q4 2024 and held it in 2 quarters.
  • Millstone Evans Group's Greystone Housing Impact Investors LP position peaked at $12 in Q1 2025.
  • 51 funds tracked by Wall St. Rank held Greystone Housing Impact Investors LP as of Q2 2025.

Based on Millstone Evans Group's 13F filing for Q2 2025, filed 13 Aug 2025.