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Rothschild Investment LLC’s Greystone Housing Impact Investors LP GHI Stock Holding History

Rothschild Investment LLC’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
-926
Closed -$11.4K – 3090
2025
Q1 		$11.4K Hold
926
– – ﹤0.01% 1138
2024
Q4 		$9.49K Hold
926
– – ﹤0.01% 1164
2024
Q3 		$13K Hold
926
– – ﹤0.01% 1100
2024
Q2 		$13.7K Buy
926
+2
+0.2% +$30 ﹤0.01% 1050
2024
Q1 		$15.1K Sell
924
-2
-0.2% -$33 ﹤0.01% 983
2023
Q4 		$15.5K Buy
+926
New +$15K ﹤0.01% 919

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

Rothschild Investment LLC's GHI Position: Q2 2025 in Review

Rothschild Investment LLC sold out of Greystone Housing Impact Investors LP (GHI) in Q2 2025, closing a stake of 926 shares — an estimated $11.4K sold.

Rothschild Investment LLC first reported a position in GHI in Q4 2023 and held it in 6 quarters. The position peaked at $15.5K in Q4 2023. 51 funds tracked by Wall St. Rank hold GHI as of Q2 2025.

  • Rothschild Investment LLC reported no remaining Greystone Housing Impact Investors LP position as of Q2 2025 after selling out during the quarter.
  • Rothschild Investment LLC sold 926 Greystone Housing Impact Investors LP shares in Q2 2025, an estimated $11.4K.
  • Rothschild Investment LLC first reported a position in Greystone Housing Impact Investors LP in Q4 2023 and held it in 6 quarters.
  • Rothschild Investment LLC's Greystone Housing Impact Investors LP position peaked at $15.5K in Q4 2023.
  • 51 funds tracked by Wall St. Rank held Greystone Housing Impact Investors LP as of Q2 2025.

Based on Rothschild Investment LLC's 13F filing for Q2 2025, filed 11 Aug 2025.