Private Advisor Group’s Greystone Housing Impact Investors LP GHI Stock Holding History

Private Advisor 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
2024 Q4	–	Sell	-12,769	Closed	-$179K	–	2381
2024 Q3	$179K	Sell	12,769 -1	-0%	-$14	﹤0.01%	2245
2024 Q2	$189K	Buy	+12,770	New	+$195K	﹤0.01%	2162
2023 Q3	–	Sell	-12,680	Closed	-$206K	–	2325
2023 Q2	$206K	Buy	12,680 +1,875	+17%	+$30.1K	﹤0.01%	1834
2023 Q1	$184K	Buy	10,805 +157	+1%	+$2.78K	﹤0.01%	1801
2022 Q4	$182	Buy	10,648 +31	+0.3%	+$554	﹤0.01%	1524
2022 Q3	$178K	Buy	+10,617	New	+$195K	﹤0.01%	1703

Other funds holding GHI

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

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

SIC

Samalin Investment Counsel Chappaqua, New York $282M AUM 16.72% 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

Private Advisor Group's GHI Position: Q4 2024 in Review

Private Advisor Group sold out of Greystone Housing Impact Investors LP (GHI) in Q4 2024, closing a stake of 12,769 shares — an estimated $179K sold.

Private Advisor Group first reported a position in GHI in Q3 2022 and held it in 6 quarters. The position peaked at $206K in Q2 2023. 57 funds tracked by Wall St. Rank hold GHI as of Q4 2024.

Private Advisor Group reported no remaining Greystone Housing Impact Investors LP position as of Q4 2024 after selling out during the quarter.
Private Advisor Group sold 12,769 Greystone Housing Impact Investors LP shares in Q4 2024, an estimated $179K.
Private Advisor Group first reported a position in Greystone Housing Impact Investors LP in Q3 2022 and held it in 6 quarters.
Private Advisor Group's Greystone Housing Impact Investors LP position peaked at $206K in Q2 2023.
57 funds tracked by Wall St. Rank held Greystone Housing Impact Investors LP as of Q4 2024.

Based on Private Advisor Group's 13F filing for Q4 2024, filed 3 Feb 2025.