Kestra Advisory Services, LLC
Position in GHI — Greystone Housing Impact Investors LP
CIK 1830819
AUSTIN, TX
Position in GHI
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$94,081
+$12,227 QoQ
Shares Held
16,221
-2.5% QoQ
Ownership
0.069%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#16
of 36 holders
Holding Since
Mar 2024
6 quarters on record
Common Shares in GHI Over Time
Shares Held
Position Value (USD)
Position in Mortgage Finance
Financial Services · as of Jun 30, 2026Kestra Advisory Services, LLC holds $1,627,180 across 4 Mortgage Finance names. GHI ranks #3 (5.8% of the industry book) .
All Filings in GHI
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $94,081 | 16,221 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $81,854 | 16,637 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $78,966 | 11,461 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $111,590 | 10,834 | Shares | Sole | 2025-11-14 | |
| 2024-12-31 | $104,375 | 10,183 | Shares | Sole | 2025-02-10 | |
| 2024-03-31 | $183,229 | 11,248 | Shares | Sole | 2024-05-15 | |
| No filing history on record for this holder in this stock. | ||||||