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

Newbridge Financial Services 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 Q1	–	Sell	-5,907	Closed	-$60.5K	–	1088
2024 Q4	$60.5K	Buy	5,907 +100	+2%	+$1.2K	0.02%	358
2024 Q3	$81.5K	Buy	5,807 +752	+15%	+$10.6K	0.03%	213
2024 Q2	$74.9K	Sell	5,055 -664	-12%	-$10.1K	0.03%	306
2024 Q1	$93.2K	Buy	5,719 +70	+1%	+$1.16K	0.04%	298
2023 Q4	$94.5K	Buy	5,649 +73	+1%	+$1.18K	0.05%	286
2023 Q3	$85.4K	Buy	5,576 +73	+1%	+$1.16K	0.04%	327
2023 Q2	$89.6K	Sell	5,503 -301	-5%	-$4.83K	0.04%	341
2023 Q1	$98.7K	Buy	5,804 +135	+2%	+$2.39K	0.05%	319
2022 Q4	$97K	Sell	5,669 -472	-8%	-$8.44K	0.06%	306
2022 Q3	$103K	Buy	6,141 +42	+0.7%	+$769	0.06%	294
2022 Q2	$107K	Buy	+6,099	New	+$105K	0.07%	255

Other funds holding GHI

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

BIM

Bullseye Investment Management Cincinnati, Ohio $164M AUM 8.01% 1-Year Est. Return

AFIA

America First Investment Advisors Omaha, Nebraska $536M AUM 12.62% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Newbridge Financial Services Group's GHI Position: Q1 2025 in Review

Newbridge Financial Services Group sold out of Greystone Housing Impact Investors LP (GHI) in Q1 2025, closing a stake of 5,907 shares — an estimated $60.5K sold.

Newbridge Financial Services Group first reported a position in GHI in Q2 2022 and held it in 11 quarters. The position peaked at $107K in Q2 2022. 51 funds tracked by Wall St. Rank hold GHI as of Q1 2025.

Newbridge Financial Services Group reported no remaining Greystone Housing Impact Investors LP position as of Q1 2025 after selling out during the quarter.
Newbridge Financial Services Group sold 5,907 Greystone Housing Impact Investors LP shares in Q1 2025, an estimated $60.5K.
Newbridge Financial Services Group first reported a position in Greystone Housing Impact Investors LP in Q2 2022 and held it in 11 quarters.
Newbridge Financial Services Group's Greystone Housing Impact Investors LP position peaked at $107K in Q2 2022.
51 funds tracked by Wall St. Rank held Greystone Housing Impact Investors LP as of Q1 2025.

Based on Newbridge Financial Services Group's 13F filing for Q1 2025, filed 15 May 2025.