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

Savvy Advisors Inc’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
-12,900
Closed -$133K – 1049
2025
Q3 		$133K Sell
12,900
-2,950
-19% -$32.2K 0.01% 801
2025
Q2 		$179K Buy
+15,850
New +$186K 0.01% 621

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

Savvy Advisors Inc's GHI Position: Q4 2025 in Review

Savvy Advisors Inc sold out of Greystone Housing Impact Investors LP (GHI) in Q4 2025, closing a stake of 12,900 shares — an estimated $133K sold.

Savvy Advisors Inc first reported a position in GHI in Q2 2025 and held it in 2 quarters. The position peaked at $179K in Q2 2025. 45 funds tracked by Wall St. Rank hold GHI as of Q4 2025.

  • Savvy Advisors Inc reported no remaining Greystone Housing Impact Investors LP position as of Q4 2025 after selling out during the quarter.
  • Savvy Advisors Inc sold 12,900 Greystone Housing Impact Investors LP shares in Q4 2025, an estimated $133K.
  • Savvy Advisors Inc first reported a position in Greystone Housing Impact Investors LP in Q2 2025 and held it in 2 quarters.
  • Savvy Advisors Inc's Greystone Housing Impact Investors LP position peaked at $179K in Q2 2025.
  • 45 funds tracked by Wall St. Rank held Greystone Housing Impact Investors LP as of Q4 2025.

Based on Savvy Advisors Inc's 13F filing for Q4 2025, filed 20 Jan 2026.