Corient Private Wealth
FPI

Corient Private Wealth’s Farmland Partners FPI Stock Holding History

Corient Private Wealth’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
2024
Q1 		– Sell
-25,612
Closed -$320K – 2309
2023
Q4 		$320K Sell
25,612
-6,510
-20% -$75.4K ﹤0.01% 1834
2023
Q3 		$330K Hold
32,122
– – ﹤0.01% 1711
2023
Q2 		$392K Sell
32,122
-1,510
-4% -$16.9K ﹤0.01% 1578
2023
Q1 		$360K Sell
33,632
-343
-1% -$4.01K ﹤0.01% 1520
2022
Q4 		$423K Buy
+33,975
New +$449K ﹤0.01% 1201

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
GACM
Global Alpha Capital Management Montreal, Quebec, Canada $1.66B AUM 27.98% 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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
AAG
Accordant Advisory Group Annapolis, Maryland $161M AUM 51.06% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Corient Private Wealth's FPI Position: Q1 2024 in Review

Corient Private Wealth sold out of Farmland Partners (FPI) in Q1 2024, closing a stake of 25,612 shares — an estimated $320K sold.

Corient Private Wealth first reported a position in FPI in Q4 2022 and held it in 5 quarters. The position peaked at $423K in Q4 2022. 181 funds tracked by Wall St. Rank hold FPI as of Q1 2024.

  • Corient Private Wealth reported no remaining Farmland Partners position as of Q1 2024 after selling out during the quarter.
  • Corient Private Wealth sold 25,612 Farmland Partners shares in Q1 2024, an estimated $320K.
  • Corient Private Wealth first reported a position in Farmland Partners in Q4 2022 and held it in 5 quarters.
  • Corient Private Wealth's Farmland Partners position peaked at $423K in Q4 2022.
  • 181 funds tracked by Wall St. Rank held Farmland Partners as of Q1 2024.

Based on Corient Private Wealth's 13F filing for Q1 2024, filed 9 May 2024.