BRWA
FPI

B. Riley Wealth Advisors’s Farmland Partners FPI Stock Holding History

B. Riley Wealth Advisors’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
2023
Q3 		– Sell
-10,699
Closed -$131K – 1564
2023
Q2 		$131K Buy
10,699
+101
+1% +$1.13K ﹤0.01% 1403
2023
Q1 		$114K Buy
10,598
+1
+0% +$12 ﹤0.01% 1366
2022
Q4 		$132K Buy
+10,597
New +$140K ﹤0.01% 1331
2021
Q1 		– Sell
-10,019
Closed -$88K – 1372
2020
Q4 		$88K Sell
10,019
-3
-0% -$23 ﹤0.01% 994
2020
Q3 		$68K Buy
10,022
+1
+0% +$7 ﹤0.01% 912
2020
Q2 		$69K Sell
10,021
-1,002
-9% -$6.57K ﹤0.01% 834
2020
Q1 		$68K Sell
11,023
-1,391
-11% -$8.93K 0.01% 749
2019
Q4 		$84K Hold
12,414
– – 0.01% 799
2019
Q3 		$84K Buy
+12,414
New +$79.7K 0.01% 775

Other funds holding FPI

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
UIC
Uniplan Investment Counsel Milwaukee, Wisconsin $974M AUM 21.37% 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
HA
Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

B. Riley Wealth Advisors's FPI Position: Q3 2023 in Review

B. Riley Wealth Advisors sold out of Farmland Partners (FPI) in Q3 2023, closing a stake of 10,699 shares — an estimated $131K sold.

B. Riley Wealth Advisors first reported a position in FPI in Q3 2019 and held it in 9 quarters. The position peaked at $132K in Q4 2022. 172 funds tracked by Wall St. Rank hold FPI as of Q3 2023.

  • B. Riley Wealth Advisors reported no remaining Farmland Partners position as of Q3 2023 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 10,699 Farmland Partners shares in Q3 2023, an estimated $131K.
  • B. Riley Wealth Advisors first reported a position in Farmland Partners in Q3 2019 and held it in 9 quarters.
  • B. Riley Wealth Advisors's Farmland Partners position peaked at $132K in Q4 2022.
  • 172 funds tracked by Wall St. Rank held Farmland Partners as of Q3 2023.

Based on B. Riley Wealth Advisors's 13F filing for Q3 2023, filed 1 Dec 2023.