PWA
FPI

Physician Wealth Advisors’s Farmland Partners FPI Stock Holding History

Physician Wealth Advisors’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
Q3 		– Sell
-72
Closed -$829 – 1956
2025
Q2 		$829 Buy
+72
New +$771 ﹤0.01% 1539

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Physician Wealth Advisors's FPI Position: Q3 2025 in Review

Physician Wealth Advisors sold out of Farmland Partners (FPI) in Q3 2025, closing a stake of 72 shares — an estimated $829 sold.

Physician Wealth Advisors first reported a position in FPI in Q2 2025 and held it in 1 quarter. The position peaked at $829 in Q2 2025. 193 funds tracked by Wall St. Rank hold FPI as of Q3 2025.

  • Physician Wealth Advisors reported no remaining Farmland Partners position as of Q3 2025 after selling out during the quarter.
  • Physician Wealth Advisors sold 72 Farmland Partners shares in Q3 2025, an estimated $829.
  • Physician Wealth Advisors first reported a position in Farmland Partners in Q2 2025 and held it in 1 quarter.
  • Physician Wealth Advisors's Farmland Partners position peaked at $829 in Q2 2025.
  • 193 funds tracked by Wall St. Rank held Farmland Partners as of Q3 2025.

Based on Physician Wealth Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.