AWM
FPI

Avior Wealth Management’s Farmland Partners FPI Stock Holding History

Avior 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
Q1 		– Sell
-262
Closed -$3.08K – 1312
2024
Q4 		$3.08K Hold
262
– – ﹤0.01% 2018
2024
Q3 		$2.74K Buy
+262
New +$2.77K ﹤0.01% 1923
2024
Q2 		– Sell
-12
Closed -$133 – 2804
2024
Q1 		$133 Sell
12
-80
-87% -$899 ﹤0.01% 3059
2023
Q4 		$1.15K Buy
+92
New +$1.06K ﹤0.01% 1359

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
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
AAG
Accordant Advisory Group Annapolis, Maryland $161M AUM 51.06% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Avior Wealth Management's FPI Position: Q1 2025 in Review

Avior Wealth Management sold out of Farmland Partners (FPI) in Q1 2025, closing a stake of 262 shares — an estimated $3.08K sold.

Avior Wealth Management first reported a position in FPI in Q4 2023 and held it in 4 quarters. The position peaked at $3.08K in Q4 2024. 197 funds tracked by Wall St. Rank hold FPI as of Q1 2025.

  • Avior Wealth Management reported no remaining Farmland Partners position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 262 Farmland Partners shares in Q1 2025, an estimated $3.08K.
  • Avior Wealth Management first reported a position in Farmland Partners in Q4 2023 and held it in 4 quarters.
  • Avior Wealth Management's Farmland Partners position peaked at $3.08K in Q4 2024.
  • 197 funds tracked by Wall St. Rank held Farmland Partners as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.