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

XML 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
2024 Q4	–	Sell	-14,208	Closed	-$199K	–	366
2024 Q3	$199K	Sell	14,208 -689	-5%	-$9.72K	0.02%	333
2024 Q2	$221K	Sell	14,897 -2,002	-12%	-$30.5K	0.02%	311
2024 Q1	$275K	Sell	16,899 -8,833	-34%	-$146K	0.03%	289
2023 Q4	$430K	Sell	25,732 -8	-0%	-$129	0.05%	227
2023 Q3	$394K	Buy	25,740 +438	+2%	+$6.95K	0.05%	223
2023 Q2	$412K	Sell	25,302 -113	-0.4%	-$1.81K	0.05%	239
2023 Q1	$432K	Buy	25,415 +258	+1%	+$4.57K	0.05%	223
2022 Q4	$430K	Buy	25,157 +1,517	+6%	+$27.1K	0.05%	214
2022 Q3	$397K	Buy	+23,640	New	+$433K	0.06%	211

Other funds holding GHI

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

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SIC

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

BIM

Bullseye Investment Management Cincinnati, Ohio $164M AUM 8.01% 1-Year Est. Return

AFIA

America First Investment Advisors Omaha, Nebraska $536M AUM 12.62% 1-Year Est. Return

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

XML Financial's GHI Position: Q4 2024 in Review

XML Financial sold out of Greystone Housing Impact Investors LP (GHI) in Q4 2024, closing a stake of 14,208 shares — an estimated $199K sold.

XML Financial first reported a position in GHI in Q3 2022 and held it in 9 quarters. The position peaked at $432K in Q1 2023. 57 funds tracked by Wall St. Rank hold GHI as of Q4 2024.

XML Financial reported no remaining Greystone Housing Impact Investors LP position as of Q4 2024 after selling out during the quarter.
XML Financial sold 14,208 Greystone Housing Impact Investors LP shares in Q4 2024, an estimated $199K.
XML Financial first reported a position in Greystone Housing Impact Investors LP in Q3 2022 and held it in 9 quarters.
XML Financial's Greystone Housing Impact Investors LP position peaked at $432K in Q1 2023.
57 funds tracked by Wall St. Rank held Greystone Housing Impact Investors LP as of Q4 2024.

Based on XML Financial's 13F filing for Q4 2024, filed 17 Jan 2025.