LIS
FPI

Legacy Investment Solutions’s Farmland Partners FPI Stock Holding History

Legacy Investment Solutions’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 		$5.66K Hold
480
– – ﹤0.01% 371
2024
Q3 		$5.84K Buy
+480
New +$5.07K ﹤0.01% 378

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

Legacy Investment Solutions's FPI Position: Q4 2024 in Review

Legacy Investment Solutions held its Farmland Partners (FPI) position steady in Q4 2024 at 480 shares worth $5.66K. The position accounts for ﹤0.01% of the portfolio, ranked #371.

Legacy Investment Solutions first reported a position in FPI in Q3 2024 and has held it in 2 quarters since. The position peaked at $5.84K in Q3 2024. 190 funds tracked by Wall St. Rank hold FPI as of Q4 2024.

  • Legacy Investment Solutions held 480 shares of Farmland Partners worth $5.66K as of Q4 2024.
  • Legacy Investment Solutions left its Farmland Partners share count unchanged in Q4 2024.
  • Farmland Partners made up ﹤0.01% of Legacy Investment Solutions's portfolio in Q4 2024, its #371 holding.
  • Legacy Investment Solutions first reported a position in Farmland Partners in Q3 2024 and has held it in 2 quarters since.
  • Legacy Investment Solutions's Farmland Partners position peaked at $5.84K in Q3 2024.
  • 190 funds tracked by Wall St. Rank held Farmland Partners as of Q4 2024.

Based on Legacy Investment Solutions's 13F filing for Q4 2024, filed 14 Feb 2025.