Wealth Enhancement Advisory Services’s Greystone Housing Impact Investors LP GHI Stock Holding History

Wealth Enhancement Advisory Services’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 Q1	–	Sell	-30,260	Closed	-$215K	–	3711
2025 Q4	$215K	Sell	30,260 -439	-1%	-$3.43K	﹤0.01%	3216
2025 Q3	$315K	Hold	30,699	–	–	﹤0.01%	2749
2025 Q2	$352K	Hold	30,699	–	–	﹤0.01%	2507
2025 Q1	$379K	Buy	30,699 +434	+1%	+$5.36K	﹤0.01%	2256
2024 Q4	$310K	Hold	30,265	–	–	﹤0.01%	2358
2024 Q3	$425K	Hold	30,265	–	–	﹤0.01%	1932
2024 Q2	$448K	Buy	30,265 +5	+0%	+$76	﹤0.01%	1712
2024 Q1	$493K	Buy	+30,260	New	+$502K	﹤0.01%	1595

Other funds holding GHI

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BCM

Bluefin Capital Management New York $156M AUM 18.47% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

SIC

Samalin Investment Counsel Chappaqua, New York $282M AUM 16.72% 1-Year Est. Return

ATS

Ashton Thomas Securities Rochester, New York $797M AUM 18.33% 1-Year Est. Return

Wealth Enhancement Advisory Services's GHI Position: Q1 2026 in Review

Wealth Enhancement Advisory Services sold out of Greystone Housing Impact Investors LP (GHI) in Q1 2026, closing a stake of 30,260 shares — an estimated $215K sold.

Wealth Enhancement Advisory Services first reported a position in GHI in Q1 2024 and held it in 8 quarters. The position peaked at $493K in Q1 2024. 39 funds tracked by Wall St. Rank hold GHI as of Q1 2026.

Wealth Enhancement Advisory Services reported no remaining Greystone Housing Impact Investors LP position as of Q1 2026 after selling out during the quarter.
Wealth Enhancement Advisory Services sold 30,260 Greystone Housing Impact Investors LP shares in Q1 2026, an estimated $215K.
Wealth Enhancement Advisory Services first reported a position in Greystone Housing Impact Investors LP in Q1 2024 and held it in 8 quarters.
Wealth Enhancement Advisory Services's Greystone Housing Impact Investors LP position peaked at $493K in Q1 2024.
39 funds tracked by Wall St. Rank held Greystone Housing Impact Investors LP as of Q1 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q1 2026, filed 8 Apr 2026.