SW
FPI

Simplicity Wealth’s Farmland Partners FPI Stock Holding History

Simplicity 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
2025
Q4 		– Sell
-25,000
Closed -$272K – 724
2025
Q3 		$272K Hold
25,000
– – 0.02% 587
2025
Q2 		$288K Hold
25,000
– – 0.01% 532
2025
Q1 		$279K Hold
25,000
– – 0.02% 437
2024
Q4 		$294K Hold
25,000
– – 0.06% 243
2024
Q3 		$261K Hold
25,000
– – 0.02% 412
2024
Q2 		$288K Hold
25,000
– – 0.01% 961
2024
Q1 		$278K Buy
+25,000
New +$281K 0.01% 946

Other funds holding FPI

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BlackRock
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GACM
Global Alpha Capital Management Montreal, Quebec, Canada $1.66B AUM 27.98% 1-Year Est. Return
AAG
Accordant Advisory Group Annapolis, Maryland $161M AUM 51.06% 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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
UIC
Uniplan Investment Counsel Milwaukee, Wisconsin $974M AUM 21.37% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return