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Royal Capital Wealth Management’s Greystone Housing Impact Investors LP GHI Stock Holding History

Royal Capital Wealth Management’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
Q4 		– Sell
-17,996
Closed -$185K – 94
2025
Q3 		$185K Hold
17,996
– – 0.11% 88
2025
Q2 		$204K Sell
17,996
-2,830
-14% -$33.1K 0.14% 83
2025
Q1 		$257K Hold
20,826
– – 0.18% 69
2024
Q4 		$213K Sell
20,826
-4,098
-16% -$49.3K 0.15% 79
2024
Q3 		$350K Buy
24,924
+97
+0.4% +$1.37K 0.25% 60
2024
Q2 		$368K Buy
24,827
+1,644
+7% +$25.1K 0.28% 58
2024
Q1 		$378K Buy
23,183
+77
+0.3% +$1.28K 0.3% 57
2023
Q4 		$386K Buy
23,106
+79
+0.3% +$1.28K 0.33% 57
2023
Q3 		$353K Buy
23,027
+87
+0.4% +$1.38K 0.34% 57
2023
Q2 		$373K Sell
22,940
-28
-0.1% -$449 0.35% 55
2023
Q1 		$390K Buy
22,968
+301
+1% +$5.33K 0.39% 53
2022
Q4 		$388K Buy
22,667
+61
+0.3% +$1.09K 0.41% 53
2022
Q3 		$380K Sell
22,606
-172
-0.8% -$3.15K 0.44% 51
2022
Q2 		$401K Buy
+22,778
New +$393K 0.44% 53

Other funds holding GHI

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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
BCM
Bluefin Capital Management New York $156M AUM 18.47% 1-Year Est. Return
AFIA
America First Investment Advisors Omaha, Nebraska $536M AUM 12.62% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
LFG
Larson Financial Group St Louis, Missouri $3.13B AUM 22.88% 1-Year Est. Return

Royal Capital Wealth Management's GHI Position: Q4 2025 in Review

Royal Capital Wealth Management sold out of Greystone Housing Impact Investors LP (GHI) in Q4 2025, closing a stake of 17,996 shares — an estimated $185K sold.

Royal Capital Wealth Management first reported a position in GHI in Q2 2022 and held it in 14 quarters. The position peaked at $401K in Q2 2022. 45 funds tracked by Wall St. Rank hold GHI as of Q4 2025.

  • Royal Capital Wealth Management reported no remaining Greystone Housing Impact Investors LP position as of Q4 2025 after selling out during the quarter.
  • Royal Capital Wealth Management sold 17,996 Greystone Housing Impact Investors LP shares in Q4 2025, an estimated $185K.
  • Royal Capital Wealth Management first reported a position in Greystone Housing Impact Investors LP in Q2 2022 and held it in 14 quarters.
  • Royal Capital Wealth Management's Greystone Housing Impact Investors LP position peaked at $401K in Q2 2022.
  • 45 funds tracked by Wall St. Rank held Greystone Housing Impact Investors LP as of Q4 2025.

Based on Royal Capital Wealth Management's 13F filing for Q4 2025, filed 18 Feb 2026.