NW
FPI

NewEdge Wealth’s Farmland Partners FPI Stock Holding History

NewEdge Wealth’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 		$301K Sell
31,116
-297
-0.9% -$3.16K ﹤0.01% 1031
2026
Q1 		$353K Sell
31,413
-2,752
-8% -$31.6K ﹤0.01% 923
2025
Q4 		$331K Sell
34,165
-344
-1% -$3.45K ﹤0.01% 986
2025
Q3 		$342K Buy
34,509
+514
+2% +$5.63K ﹤0.01% 845
2025
Q2 		$370K Sell
33,995
-1,427
-4% -$15.3K 0.01% 779
2025
Q1 		$395K Buy
35,422
+23,449
+196% +$270K 0.01% 712
2024
Q4 		$141K Sell
11,973
-920
-7% -$10.8K ﹤0.01% 896
2024
Q3 		$135K Buy
12,893
+62
+0.5% +$655 ﹤0.01% 853
2024
Q2 		$148K Buy
12,831
+443
+4% +$4.88K ﹤0.01% 741
2024
Q1 		$138K Sell
12,388
-2,159
-15% -$24.3K ﹤0.01% 787
2023
Q4 		$182K Sell
14,547
-1,316
-8% -$15.2K ﹤0.01% 716
2023
Q3 		$163K Sell
15,863
-856
-5% -$9.76K 0.01% 624
2023
Q2 		$204K Sell
16,719
-778
-4% -$8.71K 0.01% 607
2023
Q1 		$187K Buy
17,497
+11
+0.1% +$129 0.01% 587
2022
Q4 		$218K Buy
+17,486
New +$231K 0.01% 507

Other funds holding FPI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
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
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
State Street
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
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

NewEdge Wealth's FPI Position: Q2 2026 in Review

NewEdge Wealth reduced its Farmland Partners (FPI) stake by 0.95% in Q2 2026, selling an estimated $3.16K and leaving 31,116 shares worth $301K. The position accounts for ﹤0.01% of the portfolio, ranked #1031.

NewEdge Wealth first reported a position in FPI in Q4 2022 and has held it in 15 quarters since. The position peaked at $395K in Q1 2025. 179 funds tracked by Wall St. Rank hold FPI as of Q2 2026.

  • NewEdge Wealth held 31,116 shares of Farmland Partners worth $301K as of Q2 2026.
  • NewEdge Wealth sold 297 Farmland Partners shares in Q2 2026, an estimated $3.16K.
  • Farmland Partners made up ﹤0.01% of NewEdge Wealth's portfolio in Q2 2026, its #1031 holding.
  • NewEdge Wealth first reported a position in Farmland Partners in Q4 2022 and has held it in 15 quarters since.
  • NewEdge Wealth's Farmland Partners position peaked at $395K in Q1 2025.
  • 179 funds tracked by Wall St. Rank held Farmland Partners as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.