SEC 13F Intelligence

GREYSTONE HOUSING IMPACT INVES BEN UNIT CTF

CUSIP 02364V107

Greystone Housing Impact Inves Ben Unit Ctf has 1 institutional holders in Filings Flow’s 13F database, together reporting 17.5K shares worth $287,708 as of Q2 2023. The largest reported holders are Soa Wealth Advisors, LLC., Captrust Financial Advisors, and Advisory Services Network, LLC.

Institutional Holders
1
Q2 2023
Reported Value
$287,708
Ticker
unmapped
private placement or foreign
Quarters Tracked
18

Ownership Trend

Institutional holders
Q1 ’19: 54Q1 ’19Q2 ’19: 60Q3 ’19: 62Q4 ’19: 66Q4 ’19Q1 ’20: 60Q2 ’20: 50Q3 ’20: 45Q3 ’20Q4 ’20: 57Q1 ’21: 57Q2 ’21: 57Q2 ’21Q3 ’21: 57Q4 ’21: 60Q1 ’22: 48Q1 ’22Q2 ’22: 3Q3 ’22: 3Q4 ’22: 4Q4 ’22Q1 ’23: 5Q2 ’23: 1filingsflow.com
Total reported value
Q1 ’19: $23MQ1 ’19Q2 ’19: $27MQ3 ’19: $37MQ4 ’19: $34MQ4 ’19Q1 ’20: $21MQ2 ’20: $16MQ3 ’20: $13MQ3 ’20Q4 ’20: $16MQ1 ’21: $33MQ2 ’21: $39MQ2 ’21Q3 ’21: $36MQ4 ’21: $39MQ1 ’22: $24MQ1 ’22Q2 ’22: $407,000Q3 ’22: $523,000Q4 ’22: $433,496Q4 ’22Q1 ’23: $623,841Q2 ’23: $287,708filingsflow.com

Holders

··Mixed quarters
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Manager% of PortfolioValueSharesQuarter
SOA Wealth Advisors, LLC.$530M AUM0.07%$287,70817.5KQ2 2023
CAPTRUST FINANCIAL ADVISORS$57.3B AUM0.00%$181,81410.5KQ1 2023OLDER
Advisory Services Network, LLC$7.5B AUM0.00%$59,0553.4KQ1 2023OLDER
AllSquare Wealth Management LLC$189M AUM0.03%$47,0632.7KQ1 2023OLDER
American Portfolios Advisors$1.2B AUM0.00%$34,0606.5KQ1 2023OLDER
CoreCap Advisors, LLC$3.4B AUM0.00%$27,2311.6KQ4 2022OLDER

Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.