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 $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
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
WW
Winnow Wealth Waco, Texas $130M AUM 17.71% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return