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 Q2	$127K	Sell	13,139 -20,559	-61%	-$219K	﹤0.01%	3996
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 $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 $3.37T AUM 44.26% 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

Creative Planning's FPI Position: Q2 2026 in Review

Creative Planning reduced its Farmland Partners (FPI) stake by 61% in Q2 2026, selling an estimated $219K and leaving 13,139 shares worth $127K. The position accounts for ﹤0.01% of the portfolio, ranked #3996.

Creative Planning first reported a position in FPI in Q4 2016 and has held it in 8 quarters since. The position peaked at $378K in Q1 2026. 181 funds tracked by Wall St. Rank hold FPI as of Q2 2026.

Creative Planning held 13,139 shares of Farmland Partners worth $127K as of Q2 2026.
Creative Planning sold 20,559 Farmland Partners shares in Q2 2026, an estimated $219K.
Farmland Partners made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3996 holding.
Creative Planning first reported a position in Farmland Partners in Q4 2016 and has held it in 8 quarters since.
Creative Planning's Farmland Partners position peaked at $378K in Q1 2026.
181 funds tracked by Wall St. Rank held Farmland Partners as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.