FWM
FPI

Fortress Wealth Management’s Farmland Partners FPI Stock Holding History

Fortress 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
2024
Q4 		– Sell
-11,277
Closed -$118K – 72
2024
Q3 		$118K Sell
11,277
-37,688
-77% -$398K 0.06% 70
2024
Q2 		$565K Sell
48,965
-37,843
-44% -$417K 0.29% 46
2024
Q1 		$964K Buy
86,808
+13,120
+18% +$147K 0.5% 38
2023
Q4 		$920K Sell
73,688
-61,588
-46% -$713K 0.5% 38
2023
Q3 		$1.39M Buy
135,276
+10,257
+8% +$117K 0.9% 27
2023
Q2 		$1.53M Buy
+125,019
New +$1.4M 0.99% 27

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
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
UIC
Uniplan Investment Counsel Milwaukee, Wisconsin $974M AUM 21.37% 1-Year Est. Return
AAG
Accordant Advisory Group Annapolis, Maryland $161M AUM 51.06% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Fortress Wealth Management's FPI Position: Q4 2024 in Review

Fortress Wealth Management sold out of Farmland Partners (FPI) in Q4 2024, closing a stake of 11,277 shares — an estimated $118K sold.

Fortress Wealth Management first reported a position in FPI in Q2 2023 and held it in 6 quarters. The position peaked at $1.53M in Q2 2023. 190 funds tracked by Wall St. Rank hold FPI as of Q4 2024.

  • Fortress Wealth Management reported no remaining Farmland Partners position as of Q4 2024 after selling out during the quarter.
  • Fortress Wealth Management sold 11,277 Farmland Partners shares in Q4 2024, an estimated $118K.
  • Fortress Wealth Management first reported a position in Farmland Partners in Q2 2023 and held it in 6 quarters.
  • Fortress Wealth Management's Farmland Partners position peaked at $1.53M in Q2 2023.
  • 190 funds tracked by Wall St. Rank held Farmland Partners as of Q4 2024.

Based on Fortress Wealth Management's 13F filing for Q4 2024, filed 22 Jan 2025.