SWP
FPI

Strategic Wealth Partners’s Farmland Partners FPI Stock Holding History

Strategic Wealth Partners’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
-167
Closed -$1.82K – 1495
2025
Q3 		$1.82K Buy
+167
New +$1.83K ﹤0.01% 1174

Other funds holding FPI

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Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Deutsche Bank
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
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Strategic Wealth Partners's FPI Position: Q4 2025 in Review

Strategic Wealth Partners sold out of Farmland Partners (FPI) in Q4 2025, closing a stake of 167 shares — an estimated $1.82K sold.

Strategic Wealth Partners first reported a position in FPI in Q3 2025 and held it in 1 quarter. The position peaked at $1.82K in Q3 2025. 189 funds tracked by Wall St. Rank hold FPI as of Q4 2025.

  • Strategic Wealth Partners reported no remaining Farmland Partners position as of Q4 2025 after selling out during the quarter.
  • Strategic Wealth Partners sold 167 Farmland Partners shares in Q4 2025, an estimated $1.82K.
  • Strategic Wealth Partners first reported a position in Farmland Partners in Q3 2025 and held it in 1 quarter.
  • Strategic Wealth Partners's Farmland Partners position peaked at $1.82K in Q3 2025.
  • 189 funds tracked by Wall St. Rank held Farmland Partners as of Q4 2025.

Based on Strategic Wealth Partners's 13F filing for Q4 2025, filed 12 May 2026.