Cherry Tree Wealth Management’s Farmland Partners FPI Stock Holding History

Cherry Tree 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
2026 Q2	$199K	Buy	+20,576	New	+$219K	0.04%	169
2026 Q1	–	Sell	-8,000	Closed	-$77.5K	–	592
2025 Q4	$77.5K	Hold	8,000	–	–	0.02%	232
2025 Q3	$87K	Sell	8,000 -2,000	-20%	-$21.9K	0.02%	228
2025 Q2	$115K	Sell	10,000 -1,000	-9%	-$10.7K	0.03%	202
2025 Q1	$123K	Sell	11,000 -13,000	-54%	-$150K	0.03%	196
2024 Q4	$282K	Sell	24,000 -5,000	-17%	-$58.7K	0.07%	135
2024 Q3	$303K	Hold	29,000	–	–	0.07%	137
2024 Q2	$334K	Sell	29,000 -1,000	-3%	-$11K	0.08%	118
2024 Q1	$333K	Hold	30,000	–	–	0.08%	121
2023 Q4	$374K	Sell	30,000 -4,000	-12%	-$46.3K	0.1%	106
2023 Q3	$349K	Sell	34,000 -500	-1%	-$5.7K	0.1%	102
2023 Q2	$421K	Buy	+34,500	New	+$386K	0.12%	92

Other funds holding FPI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

AAG

Accordant Advisory Group Annapolis, Maryland $148M AUM 23.8% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

UIC

Uniplan Investment Counsel Milwaukee, Wisconsin $1.07B AUM 34.04% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Cherry Tree Wealth Management's FPI Position: Q2 2026 in Review

Cherry Tree Wealth Management opened a new position in Farmland Partners (FPI) in Q2 2026: 20,576 shares worth $199K. The stake represents 0.04% of the portfolio and ranks #169 among its holdings. This is a return to the name: Cherry Tree Wealth Management previously reported a position in FPI as recently as Q4 2025.

Cherry Tree Wealth Management first reported a position in FPI in Q2 2023 and has held it in 12 quarters since. The position peaked at $421K in Q2 2023. 181 funds tracked by Wall St. Rank hold FPI as of Q2 2026.

Cherry Tree Wealth Management held 20,576 shares of Farmland Partners worth $199K as of Q2 2026.
Farmland Partners was a new Cherry Tree Wealth Management position in Q2 2026.
Farmland Partners made up 0.04% of Cherry Tree Wealth Management's portfolio in Q2 2026, its #169 holding.
Cherry Tree Wealth Management first reported a position in Farmland Partners in Q2 2023 and has held it in 12 quarters since.
Cherry Tree Wealth Management's Farmland Partners position peaked at $421K in Q2 2023.
181 funds tracked by Wall St. Rank held Farmland Partners as of Q2 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q2 2026, filed 15 Sep 2026.