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

UBS 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
2026
Q2 		$74.7K Sell
12,875
-7,173
-36% -$37.9K ﹤0.01% 7347
2026
Q1 		$98.6K Sell
20,048
-8,886
-31% -$64.4K ﹤0.01% 7004
2025
Q4 		$199K Sell
28,934
-868
-3% -$6.77K ﹤0.01% 6582
2025
Q3 		$307K Sell
29,802
-47,674
-62% -$520K ﹤0.01% 6427
2025
Q2 		$877K Sell
77,476
-20,706
-21% -$242K ﹤0.01% 5557
2025
Q1 		$1.21M Sell
98,182
-16,925
-15% -$209K ﹤0.01% 5119
2024
Q4 		$1.18M Buy
115,107
+40,865
+55% +$491K ﹤0.01% 5181
2024
Q3 		$1.04M Buy
74,242
+14,410
+24% +$203K ﹤0.01% 4617
2024
Q2 		$886K Buy
59,832
+15,692
+36% +$239K ﹤0.01% 4526
2024
Q1 		$719K Buy
44,140
+1,614
+4% +$26.8K ﹤0.01% 4885
2023
Q4 		$711K Sell
42,526
-6,997
-14% -$113K ﹤0.01% 4792
2023
Q3 		$759K Sell
49,523
-8,343
-14% -$132K ﹤0.01% 4330
2023
Q2 		$942K Sell
57,866
-6,281
-10% -$101K ﹤0.01% 4310
2023
Q1 		$1.09M Sell
64,147
-4,109
-6% -$72.8K ﹤0.01% 4028
2022
Q4 		$1.17M Buy
68,256
+10,453
+18% +$187K ﹤0.01% 3923
2022
Q3 		$972K Sell
57,803
-3,674
-6% -$67.3K ﹤0.01% 3771
2022
Q2 		$1.08M Buy
+61,477
New +$1.06M ﹤0.01% 3667

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
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 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

UBS Group's GHI Position: Q2 2026 in Review

UBS Group reduced its Greystone Housing Impact Investors LP (GHI) stake by 36% in Q2 2026, selling an estimated $37.9K and leaving 12,875 shares worth $74.7K. The position accounts for ﹤0.01% of the portfolio, ranked #7347.

UBS Group first reported a position in GHI in Q2 2022 and has held it in 17 quarters since. The position peaked at $1.21M in Q1 2025. 36 funds tracked by Wall St. Rank hold GHI as of Q2 2026.

  • UBS Group held 12,875 shares of Greystone Housing Impact Investors LP worth $74.7K as of Q2 2026.
  • UBS Group sold 7,173 Greystone Housing Impact Investors LP shares in Q2 2026, an estimated $37.9K.
  • Greystone Housing Impact Investors LP made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #7347 holding.
  • UBS Group first reported a position in Greystone Housing Impact Investors LP in Q2 2022 and has held it in 17 quarters since.
  • UBS Group's Greystone Housing Impact Investors LP position peaked at $1.21M in Q1 2025.
  • 36 funds tracked by Wall St. Rank held Greystone Housing Impact Investors LP as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.