AWS
FPI

Atria Wealth Solutions’s Farmland Partners FPI Stock Holding History

Atria Wealth Solutions’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
Q2 		$233K Sell
20,264
-48
-0.2% -$514 0.01% 1291
2025
Q1 		$226K Hold
20,312
– – ﹤0.01% 1653
2024
Q4 		$239K Sell
20,312
-78
-0.4% -$915 ﹤0.01% 1700
2024
Q3 		$213K Hold
20,390
– – ﹤0.01% 1747
2024
Q2 		$235K Sell
20,390
-281
-1% -$3.09K ﹤0.01% 1659
2024
Q1 		$229K Buy
20,671
+1,250
+6% +$14.1K ﹤0.01% 1730
2023
Q4 		$242K Sell
19,421
-350
-2% -$4.05K ﹤0.01% 1654
2023
Q3 		$203K Buy
19,771
+5,575
+39% +$63.6K ﹤0.01% 1694
2023
Q2 		$173K Buy
+14,196
New +$159K ﹤0.01% 1735

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AAG
Accordant Advisory Group Annapolis, Maryland $148M AUM 23.8% 1-Year Est. Return
WW
Winnow Wealth Waco, Texas $147M AUM 23.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
UIC
Uniplan Investment Counsel Milwaukee, Wisconsin $1.07B AUM 34.04% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Atria Wealth Solutions's FPI Position: Q2 2025 in Review

Atria Wealth Solutions reduced its Farmland Partners (FPI) stake by 0.24% in Q2 2025, selling an estimated $514 and leaving 20,264 shares worth $233K. The position accounts for 0.01% of the portfolio, ranked #1291.

Atria Wealth Solutions first reported a position in FPI in Q2 2023 and has held it in 9 quarters since. The position peaked at $242K in Q4 2023. 193 funds tracked by Wall St. Rank hold FPI as of Q2 2025.

  • Atria Wealth Solutions held 20,264 shares of Farmland Partners worth $233K as of Q2 2025.
  • Atria Wealth Solutions sold 48 Farmland Partners shares in Q2 2025, an estimated $514.
  • Farmland Partners made up 0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #1291 holding.
  • Atria Wealth Solutions first reported a position in Farmland Partners in Q2 2023 and has held it in 9 quarters since.
  • Atria Wealth Solutions's Farmland Partners position peaked at $242K in Q4 2023.
  • 193 funds tracked by Wall St. Rank held Farmland Partners as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.