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 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 $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

SOA Wealth Advisors's GHI Position: Q1 2026 in Review

SOA Wealth Advisors held its Greystone Housing Impact Investors LP (GHI) position steady in Q1 2026 at 12,166 shares worth $59.9K. The position accounts for 0.01% of the portfolio, ranked #336.

SOA Wealth Advisors first reported a position in GHI in Q3 2023 and has held it in 11 quarters since. The position peaked at $296K in Q4 2023. 39 funds tracked by Wall St. Rank hold GHI as of Q1 2026.

SOA Wealth Advisors held 12,166 shares of Greystone Housing Impact Investors LP worth $59.9K as of Q1 2026.
SOA Wealth Advisors left its Greystone Housing Impact Investors LP share count unchanged in Q1 2026.
Greystone Housing Impact Investors LP made up 0.01% of SOA Wealth Advisors's portfolio in Q1 2026, its #336 holding.
SOA Wealth Advisors first reported a position in Greystone Housing Impact Investors LP in Q3 2023 and has held it in 11 quarters since.
SOA Wealth Advisors's Greystone Housing Impact Investors LP position peaked at $296K in Q4 2023.
39 funds tracked by Wall St. Rank held Greystone Housing Impact Investors LP as of Q1 2026.

Based on SOA Wealth Advisors's 13F filing for Q1 2026, filed 20 May 2026.