LWMI
FPI

Legacy Wealth Management (Idaho)’s Farmland Partners FPI Stock Holding History

Legacy Wealth Management (Idaho)’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
2025
Q2 		– Sell
-480
Closed -$5.35K – 799
2025
Q1 		$5.35K Hold
480
– – ﹤0.01% 417
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
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
AAG
Accordant Advisory Group Annapolis, Maryland $161M AUM 51.06% 1-Year Est. Return
WW
Winnow Wealth Waco, Texas $130M AUM 17.71% 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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Legacy Wealth Management (Idaho)'s FPI Position: Q2 2025 in Review

Legacy Wealth Management (Idaho) sold out of Farmland Partners (FPI) in Q2 2025, closing a stake of 480 shares — an estimated $5.35K sold.

Legacy Wealth Management (Idaho) first reported a position in FPI in Q3 2024 and held it in 3 quarters. The position peaked at $5.84K in Q3 2024. 193 funds tracked by Wall St. Rank hold FPI as of Q2 2025.

  • Legacy Wealth Management (Idaho) reported no remaining Farmland Partners position as of Q2 2025 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 480 Farmland Partners shares in Q2 2025, an estimated $5.35K.
  • Legacy Wealth Management (Idaho) first reported a position in Farmland Partners in Q3 2024 and held it in 3 quarters.
  • Legacy Wealth Management (Idaho)'s Farmland Partners position peaked at $5.84K in Q3 2024.
  • 193 funds tracked by Wall St. Rank held Farmland Partners as of Q2 2025.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2025, filed 6 Aug 2025.