SOA Wealth Advisors’s Greystone Housing Impact Investors LP GHI Stock Holding History

SOA Wealth Advisors’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	–	Sell	-12,166	Closed	-$59.9K	–	913
2026 Q1	$59.9K	Hold	12,166	–	–	0.01%	336
2025 Q4	$83.8K	Sell	12,166 -2,306	-16%	-$18K	0.01%	298
2025 Q3	$149K	Hold	14,472	–	–	0.03%	243
2025 Q2	$164K	Sell	14,472 -2,999	-17%	-$35.1K	0.03%	217
2025 Q1	$215K	Hold	17,471	–	–	0.05%	180
2024 Q4	$179K	Sell	17,471 -266	-1%	-$3.2K	0.03%	190
2024 Q3	$249K	Hold	17,737	–	–	0.05%	162
2024 Q2	$263K	Buy	17,737 +68	+0.4%	+$1.04K	0.05%	155
2024 Q1	$288K	Sell	17,669 -5	-0%	-$83	0.06%	147
2023 Q4	$296K	Sell	17,674 -5	-0%	-$81	0.07%	138
2023 Q3	$271K	Buy	+17,679	New	+$281K	0.07%	140

Other funds holding GHI

Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return

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 Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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 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

SOA Wealth Advisors's GHI Position: Q2 2026 in Review

SOA Wealth Advisors sold out of Greystone Housing Impact Investors LP (GHI) in Q2 2026, closing a stake of 12,166 shares — an estimated $59.9K sold.

SOA Wealth Advisors first reported a position in GHI in Q3 2023 and held it in 11 quarters. The position peaked at $296K in Q4 2023. 36 funds tracked by Wall St. Rank hold GHI as of Q2 2026.

SOA Wealth Advisors reported no remaining Greystone Housing Impact Investors LP position as of Q2 2026 after selling out during the quarter.
SOA Wealth Advisors sold 12,166 Greystone Housing Impact Investors LP shares in Q2 2026, an estimated $59.9K.
SOA Wealth Advisors first reported a position in Greystone Housing Impact Investors LP in Q3 2023 and held it in 11 quarters.
SOA Wealth Advisors's Greystone Housing Impact Investors LP position peaked at $296K in Q4 2023.
36 funds tracked by Wall St. Rank held Greystone Housing Impact Investors LP as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.