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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

GACM

Global Alpha Capital Management Montreal, Quebec, Canada $1.67B AUM 35.09% 1-Year Est. Return

AAG

Accordant Advisory Group Annapolis, Maryland $148M AUM 23.8% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

UIC

Uniplan Investment Counsel Milwaukee, Wisconsin $1.07B AUM 34.04% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Simplicity Wealth's FPI Position: Q4 2025 in Review

Simplicity Wealth sold out of Farmland Partners (FPI) in Q4 2025, closing a stake of 25,000 shares — an estimated $272K sold.

Simplicity Wealth first reported a position in FPI in Q1 2024 and held it in 7 quarters. The position peaked at $294K in Q4 2024. 189 funds tracked by Wall St. Rank hold FPI as of Q4 2025.

Simplicity Wealth reported no remaining Farmland Partners position as of Q4 2025 after selling out during the quarter.
Simplicity Wealth sold 25,000 Farmland Partners shares in Q4 2025, an estimated $272K.
Simplicity Wealth first reported a position in Farmland Partners in Q1 2024 and held it in 7 quarters.
Simplicity Wealth's Farmland Partners position peaked at $294K in Q4 2024.
189 funds tracked by Wall St. Rank held Farmland Partners as of Q4 2025.

Based on Simplicity Wealth's 13F filing for Q4 2025, filed 30 Jan 2026.