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 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

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

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

UIC

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

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Cherry Tree Wealth Management's FPI Position: Q1 2026 in Review

Cherry Tree Wealth Management sold out of Farmland Partners (FPI) in Q1 2026, closing a stake of 8,000 shares — an estimated $77.5K sold.

Cherry Tree Wealth Management first reported a position in FPI in Q2 2023 and held it in 11 quarters. The position peaked at $421K in Q2 2023. 187 funds tracked by Wall St. Rank hold FPI as of Q1 2026.

Cherry Tree Wealth Management reported no remaining Farmland Partners position as of Q1 2026 after selling out during the quarter.
Cherry Tree Wealth Management sold 8,000 Farmland Partners shares in Q1 2026, an estimated $77.5K.
Cherry Tree Wealth Management first reported a position in Farmland Partners in Q2 2023 and held it in 11 quarters.
Cherry Tree Wealth Management's Farmland Partners position peaked at $421K in Q2 2023.
187 funds tracked by Wall St. Rank held Farmland Partners as of Q1 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.