Stifel Financial
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Stifel Financial’s Greystone Housing Impact Investors LP GHI Stock Holding History

Stifel Financial’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 		$260K Sell
44,789
-3,585
-7% -$18.9K ﹤0.01% 3364
2026
Q1 		$238K Buy
48,374
+1
+0% +$7 ﹤0.01% 3323
2025
Q4 		$333K Sell
48,373
-15,407
-24% -$120K ﹤0.01% 3089
2025
Q3 		$657K Buy
63,780
+10,686
+20% +$117K ﹤0.01% 2650
2025
Q2 		$601K Sell
53,094
-2,081
-4% -$24.4K ﹤0.01% 2657
2025
Q1 		$680K Buy
55,175
+4,158
+8% +$51.3K ﹤0.01% 2480
2024
Q4 		$523K Buy
51,017
+2,361
+5% +$28.4K ﹤0.01% 2649
2024
Q3 		$683K Hold
48,656
– – ﹤0.01% 2478
2024
Q2 		$721K Buy
48,656
+4,143
+9% +$63.1K ﹤0.01% 2386
2024
Q1 		$725K Buy
44,513
+184
+0.4% +$3.05K ﹤0.01% 2394
2023
Q4 		$741K Buy
44,329
+2,149
+5% +$34.8K ﹤0.01% 2329
2023
Q3 		$646K Buy
42,180
+51
+0.1% +$810 ﹤0.01% 2352
2023
Q2 		$686K Sell
42,129
-146
-0.3% -$2.34K ﹤0.01% 2326
2023
Q1 		$719K Buy
42,275
+609
+1% +$10.8K ﹤0.01% 2295
2022
Q4 		$713K Buy
41,666
+2,352
+6% +$42K ﹤0.01% 2260
2022
Q3 		$661K Sell
39,314
-206
-0.5% -$3.77K ﹤0.01% 2255
2022
Q2 		$696K Buy
+39,520
New +$681K ﹤0.01% 2267

Other funds holding GHI

EH
Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return
Morgan Stanley
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
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
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
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
SIC
Samalin Investment Counsel Chappaqua, New York $320M AUM 20.87% 1-Year Est. Return

Stifel Financial's GHI Position: Q2 2026 in Review

Stifel Financial reduced its Greystone Housing Impact Investors LP (GHI) stake by 7.4% in Q2 2026, selling an estimated $18.9K and leaving 44,789 shares worth $260K. The position accounts for ﹤0.01% of the portfolio, ranked #3364.

Stifel Financial first reported a position in GHI in Q2 2022 and has held it in 17 quarters since. The position peaked at $741K in Q4 2023. 36 funds tracked by Wall St. Rank hold GHI as of Q2 2026.

  • Stifel Financial held 44,789 shares of Greystone Housing Impact Investors LP worth $260K as of Q2 2026.
  • Stifel Financial sold 3,585 Greystone Housing Impact Investors LP shares in Q2 2026, an estimated $18.9K.
  • Greystone Housing Impact Investors LP made up ﹤0.01% of Stifel Financial's portfolio in Q2 2026, its #3364 holding.
  • Stifel Financial first reported a position in Greystone Housing Impact Investors LP in Q2 2022 and has held it in 17 quarters since.
  • Stifel Financial's Greystone Housing Impact Investors LP position peaked at $741K in Q4 2023.
  • 36 funds tracked by Wall St. Rank held Greystone Housing Impact Investors LP as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.