AAS
FPI

Annex Advisory Services’s Farmland Partners FPI Stock Holding History

Annex Advisory Services’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
Q3 		– Sell
-107,324
Closed -$1.24M – 323
2025
Q2 		$1.24M Buy
107,324
+4,841
+5% +$51.9K 0.03% 153
2025
Q1 		$1.14M Buy
102,483
+1,550
+2% +$17.8K 0.03% 155
2024
Q4 		$1.19M Buy
100,933
+29,424
+41% +$345K 0.04% 145
2024
Q3 		$747K Buy
71,509
+19,204
+37% +$203K 0.02% 167
2024
Q2 		$603K Buy
52,305
+13,012
+33% +$143K 0.02% 172
2024
Q1 		$436K Buy
39,293
+2,529
+7% +$28.4K 0.02% 190
2023
Q4 		$459K Buy
+36,764
New +$426K 0.02% 180

Other funds holding FPI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
GACM
Global Alpha Capital Management Montreal, Quebec, Canada $1.66B AUM 27.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AAG
Accordant Advisory Group Annapolis, Maryland $161M AUM 51.06% 1-Year Est. Return
UIC
Uniplan Investment Counsel Milwaukee, Wisconsin $974M AUM 21.37% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Annex Advisory Services's FPI Position: Q3 2025 in Review

Annex Advisory Services sold out of Farmland Partners (FPI) in Q3 2025, closing a stake of 107,324 shares — an estimated $1.24M sold.

Annex Advisory Services first reported a position in FPI in Q4 2023 and held it in 7 quarters. The position peaked at $1.24M in Q2 2025. 193 funds tracked by Wall St. Rank hold FPI as of Q3 2025.

  • Annex Advisory Services reported no remaining Farmland Partners position as of Q3 2025 after selling out during the quarter.
  • Annex Advisory Services sold 107,324 Farmland Partners shares in Q3 2025, an estimated $1.24M.
  • Annex Advisory Services first reported a position in Farmland Partners in Q4 2023 and held it in 7 quarters.
  • Annex Advisory Services's Farmland Partners position peaked at $1.24M in Q2 2025.
  • 193 funds tracked by Wall St. Rank held Farmland Partners as of Q3 2025.

Based on Annex Advisory Services's 13F filing for Q3 2025, filed 17 Oct 2025.