Institute for Wealth Management’s Farmland Partners FPI Stock Holding History

Institute for 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 Q2	$2.03K	Buy	+210	New	+$2.24K	﹤0.01%	1589

Other funds holding FPI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

AAG

Accordant Advisory Group Annapolis, Maryland $148M AUM 23.8% 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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

BWM

BCGM Wealth Management Lafayette, Indiana $473M AUM 19.65% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

GCP

GSA Capital Partners London, United Kingdom $1.59B AUM 39.81% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Institute for Wealth Management's FPI Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Farmland Partners (FPI) in Q2 2026: 210 shares worth $2.03K. The stake represents ﹤0.01% of the portfolio and ranks #1589 among its holdings.

79 funds tracked by Wall St. Rank hold FPI as of Q2 2026.

Institute for Wealth Management held 210 shares of Farmland Partners worth $2.03K as of Q2 2026.
Farmland Partners was a new Institute for Wealth Management position in Q2 2026.
Farmland Partners made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1589 holding.
79 funds tracked by Wall St. Rank held Farmland Partners as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.