Spire Wealth Management’s Farmland Partners FPI Stock Holding History

Spire Wealth Management’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	-75	Closed	-$836	–	2440
2025 Q1	$836	Hold	75	–	–	﹤0.01%	2411
2024 Q4	$882	Hold	75	–	–	﹤0.01%	2390
2024 Q3	$784	Hold	75	–	–	﹤0.01%	2120
2024 Q2	$865	Sell	75 -78	-51%	-$858	﹤0.01%	2139
2024 Q1	$1.7K	Hold	153	–	–	﹤0.01%	2129
2023 Q4	$1.75K	Hold	153	–	–	﹤0.01%	2167
2023 Q3	$1.57K	Hold	153	–	–	﹤0.01%	2173
2023 Q2	$1.87K	Hold	153	–	–	﹤0.01%	2210
2023 Q1	$1.64K	Buy	153 +78	+104%	+$913	﹤0.01%	2303
2022 Q4	$1K	Hold	75	–	–	﹤0.01%	2182
2022 Q3	$1K	Hold	75	–	–	﹤0.01%	2077
2022 Q2	$1K	Sell	75 -150	-67%	-$2.18K	﹤0.01%	2507
2022 Q1	$3K	Hold	225	–	–	﹤0.01%	2327
2021 Q4	$3K	Buy	+225	New	+$2.68K	﹤0.01%	2691

Other funds holding FPI

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

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 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

Winnow Wealth Waco, Texas $130M AUM 17.71% 1-Year Est. Return

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 Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Spire Wealth Management's FPI Position: Q2 2025 in Review

Spire Wealth Management sold out of Farmland Partners (FPI) in Q2 2025, closing a stake of 75 shares — an estimated $836 sold.

Spire Wealth Management first reported a position in FPI in Q4 2021 and held it in 14 quarters. The position peaked at $3K in Q1 2022. 193 funds tracked by Wall St. Rank hold FPI as of Q2 2025.

Spire Wealth Management reported no remaining Farmland Partners position as of Q2 2025 after selling out during the quarter.
Spire Wealth Management sold 75 Farmland Partners shares in Q2 2025, an estimated $836.
Spire Wealth Management first reported a position in Farmland Partners in Q4 2021 and held it in 14 quarters.
Spire Wealth Management's Farmland Partners position peaked at $3K in Q1 2022.
193 funds tracked by Wall St. Rank held Farmland Partners as of Q2 2025.

Based on Spire Wealth Management's 13F filing for Q2 2025, filed 4 Aug 2025.