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

NewEdge 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
2026 Q2	–	Sell	-13,106	Closed	-$64.5K	–	4277
2026 Q1	$64.5K	Hold	13,106	–	–	﹤0.01%	2868
2025 Q4	$90.3K	Hold	13,106	–	–	﹤0.01%	2794
2025 Q3	$135K	Hold	13,106	–	–	﹤0.01%	2506
2025 Q2	$148K	Hold	13,106	–	–	﹤0.01%	2307
2025 Q1	$162K	Hold	13,106	–	–	﹤0.01%	2162
2024 Q4	$134K	Buy	+13,106	New	+$158K	﹤0.01%	2189
2023 Q1	–	Sell	-3,110	Closed	-$53.2K	–	3706
2022 Q4	$53.2K	Buy	+3,110	New	+$55.6K	﹤0.01%	1689

Other funds holding GHI

Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BCM

Bluefin Capital Management New York $399M AUM 24.96% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

LFG

Larson Financial Group St Louis, Missouri $3.81B AUM 32.31% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

MOS

MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return

ATS

Ashton Thomas Securities Rochester, New York $677M AUM 22.42% 1-Year Est. Return

NewEdge Advisors's GHI Position: Q2 2026 in Review

NewEdge Advisors sold out of Greystone Housing Impact Investors LP (GHI) in Q2 2026, closing a stake of 13,106 shares — an estimated $64.5K sold.

NewEdge Advisors first reported a position in GHI in Q4 2022 and held it in 7 quarters. The position peaked at $162K in Q1 2025. 36 funds tracked by Wall St. Rank hold GHI as of Q2 2026.

NewEdge Advisors reported no remaining Greystone Housing Impact Investors LP position as of Q2 2026 after selling out during the quarter.
NewEdge Advisors sold 13,106 Greystone Housing Impact Investors LP shares in Q2 2026, an estimated $64.5K.
NewEdge Advisors first reported a position in Greystone Housing Impact Investors LP in Q4 2022 and held it in 7 quarters.
NewEdge Advisors's Greystone Housing Impact Investors LP position peaked at $162K in Q1 2025.
36 funds tracked by Wall St. Rank held Greystone Housing Impact Investors LP as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.