EverSource Wealth Advisors, LLC

Position in GHI — Greystone Housing Impact Investors LP

CIK 1710537 BIRMINGHAM, AL

Position in GHI

as of Mar 31, 2026 · filed May 18, 2026 Compact

Position Value

$49,200

-$19,700 QoQ

Shares Held

10,000

0.0% QoQ

Ownership

0.042%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2023

11 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Financial Services · as of Mar 31, 2026

EverSource Wealth Advisors, LLC holds $581,771 across 9 Mortgage Finance names. GHI ranks #2 (8.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	RKT	Rocket Companies, Inc.	29,872	$425,669
2	GHI	Greystone Housing Impact Investors LP This page	10,000	$49,200
3	UWMC	UWM Holdings Corp	12,164	$44,028
4	PFSI	PennyMac Financial Services, Inc.	314	$27,440
5	WD	Walker & Dunlop, Inc.	580	$25,736
6	ONIT	Onity Group Inc.	164	$6,439
7	VEL	Velocity Financial, Inc.	104	$1,881
8	LDI	loanDepot, Inc.	671	$952

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$49,200	10,000	0.0%	Shares	Sole	2026-05-18
2025-12-31	$68,900	10,000	+5.5%	Shares	Sole	2026-02-06
2025-09-30	$97,613	9,477	+8.6%	Shares	Sole	2025-11-10
2025-06-30	$98,789	8,727	+16.7%	Shares	Sole	2025-08-13
2025-03-31	$92,191	7,477	0.0%	Shares	Sole	2025-05-13
2024-12-31	$76,639	7,477	+15.4%	Shares	Sole	2025-02-10
2024-09-30	$90,872	6,477	+161.5%	Shares	Sole	2024-11-08
2024-06-30	$36,684	2,477	0.0%	Shares	Sole	2024-08-13
2024-03-31	$40,350	2,477	+0.8%	Shares	Sole	2024-06-11
2023-12-31	$41,088	2,457	+2.8%	Shares	Sole	2024-02-09
2023-09-30	$36,793	2,391	—	Shares	Sole	2023-11-03
No filing history on record for this holder in this stock.