AWM
FPI

AE Wealth Management’s Farmland Partners FPI Stock Holding History

AE Wealth Management’s Portfolio FPI Stock Details FPI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-19,100
Closed -$208K – 2492
2025
Q3 		$208K Hold
19,100
– – ﹤0.01% 1384
2025
Q2 		$220K Sell
19,100
-494
-3% -$5.29K ﹤0.01% 1262
2025
Q1 		$218K Hold
19,594
– – ﹤0.01% 1236
2024
Q4 		$230K Buy
19,594
+200
+1% +$2.35K ﹤0.01% 1218
2024
Q3 		$203K Sell
19,394
-2,620
-12% -$27.7K ﹤0.01% 1180
2024
Q2 		$254K Buy
22,014
+2,620
+14% +$28.8K ﹤0.01% 1083
2024
Q1 		$215K Sell
19,394
-4,824
-20% -$54.2K ﹤0.01% 1069
2023
Q4 		$277K Sell
24,218
-17,258
-42% -$200K ﹤0.01% 1749
2023
Q3 		$426K Sell
41,476
-1,416
-3% -$16.1K ﹤0.01% 1462
2023
Q2 		$524K Sell
42,892
-349
-0.8% -$3.91K ﹤0.01% 1371
2023
Q1 		$463K Sell
43,241
-3,598
-8% -$42.1K ﹤0.01% 1381
2022
Q4 		$584K Buy
46,839
+1,247
+3% +$16.5K ﹤0.01% 1227
2022
Q3 		$578K Sell
45,592
-30,337
-40% -$432K ﹤0.01% 1176
2022
Q2 		$1.05M Buy
+75,929
New +$1.1M 0.01% 873
2020
Q2 		– Sell
-26,772
Closed -$163K – 1289
2020
Q1 		$163K Sell
26,772
-11,851
-31% -$76.1K ﹤0.01% 1019
2019
Q4 		$262K Buy
38,623
+5,719
+17% +$37.7K 0.01% 956
2019
Q3 		$220K Buy
32,904
+765
+2% +$4.91K 0.01% 896
2019
Q2 		$227K Buy
32,139
+16,784
+109% +$109K 0.01% 858
2019
Q1 		$98K Buy
+15,355
New +$87.1K 0.01% 617

Other funds holding FPI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
GACM
Global Alpha Capital Management Montreal, Quebec, Canada $1.67B AUM 35.09% 1-Year Est. Return
AAG
Accordant Advisory Group Annapolis, Maryland $148M AUM 23.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
UIC
Uniplan Investment Counsel Milwaukee, Wisconsin $1.07B AUM 34.04% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

AE Wealth Management's FPI Position: Q4 2025 in Review

AE Wealth Management sold out of Farmland Partners (FPI) in Q4 2025, closing a stake of 19,100 shares — an estimated $208K sold.

AE Wealth Management first reported a position in FPI in Q1 2019 and held it in 19 quarters. The position peaked at $1.05M in Q2 2022. 189 funds tracked by Wall St. Rank hold FPI as of Q4 2025.

  • AE Wealth Management reported no remaining Farmland Partners position as of Q4 2025 after selling out during the quarter.
  • AE Wealth Management sold 19,100 Farmland Partners shares in Q4 2025, an estimated $208K.
  • AE Wealth Management first reported a position in Farmland Partners in Q1 2019 and held it in 19 quarters.
  • AE Wealth Management's Farmland Partners position peaked at $1.05M in Q2 2022.
  • 189 funds tracked by Wall St. Rank held Farmland Partners as of Q4 2025.

Based on AE Wealth Management's 13F filing for Q4 2025, filed 26 Jan 2026.