Creative Planning’s Farmland Partners FPI Stock Holding History

Creative Planning’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	$378K	Buy	33,698 +4,954	+17%	+$56.8K	﹤0.01%	3241
2025 Q4	$279K	Buy	+28,744	New	+$288K	﹤0.01%	3296
2025 Q1	–	Sell	-14,012	Closed	-$165K	–	3559
2024 Q4	$165K	Buy	+14,012	New	+$164K	﹤0.01%	3033
2023 Q4	–	Sell	-455	Closed	-$4.67K	–	2879
2023 Q3	$4.67K	Buy	+455	New	+$5.19K	﹤0.01%	2729
2023 Q2	–	Sell	-14,194	Closed	-$152K	–	2715
2023 Q1	$152K	Buy	+14,194	New	+$166K	﹤0.01%	2187
2022 Q2	–	Sell	-150	Closed	-$2K	–	2377
2022 Q1	$2K	Buy	+150	New	+$1.82K	﹤0.01%	2298
2017 Q1	–	Sell	-1,000	Closed	-$11K	–	4731
2016 Q4	$11K	Buy	+1,000	New	+$10.9K	﹤0.01%	3479

Other funds holding FPI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

AAG

Accordant Advisory Group Annapolis, Maryland $161M AUM 51.06% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

UIC

Uniplan Investment Counsel Milwaukee, Wisconsin $974M AUM 21.37% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Creative Planning's FPI Position: Q1 2026 in Review

Creative Planning increased its Farmland Partners (FPI) stake by 17% in Q1 2026, buying an estimated $56.8K and bringing the position to 33,698 shares worth $378K. The position accounts for ﹤0.01% of the portfolio, ranked #3241.

Creative Planning first reported a position in FPI in Q4 2016 and has held it in 7 quarters since. 187 funds tracked by Wall St. Rank hold FPI as of Q1 2026.

Creative Planning held 33,698 shares of Farmland Partners worth $378K as of Q1 2026.
Creative Planning bought 4,954 Farmland Partners shares in Q1 2026, an estimated $56.8K.
Farmland Partners made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #3241 holding.
Creative Planning first reported a position in Farmland Partners in Q4 2016 and has held it in 7 quarters since.
187 funds tracked by Wall St. Rank held Farmland Partners as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.