VWM
FPI

Venturi Wealth Management’s Farmland Partners FPI Stock Holding History

Venturi 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
Q1 		– Sell
-422
Closed -$4.96K – 1041
2024
Q4 		$4.96K Hold
422
– – ﹤0.01% 1671
2024
Q3 		$4.41K Buy
+422
New +$4.46K ﹤0.01% 1490

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
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
AAG
Accordant Advisory Group Annapolis, Maryland $161M AUM 51.06% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Venturi Wealth Management's FPI Position: Q1 2025 in Review

Venturi Wealth Management sold out of Farmland Partners (FPI) in Q1 2025, closing a stake of 422 shares — an estimated $4.96K sold.

Venturi Wealth Management first reported a position in FPI in Q3 2024 and held it in 2 quarters. The position peaked at $4.96K in Q4 2024. 197 funds tracked by Wall St. Rank hold FPI as of Q1 2025.

  • Venturi Wealth Management reported no remaining Farmland Partners position as of Q1 2025 after selling out during the quarter.
  • Venturi Wealth Management sold 422 Farmland Partners shares in Q1 2025, an estimated $4.96K.
  • Venturi Wealth Management first reported a position in Farmland Partners in Q3 2024 and held it in 2 quarters.
  • Venturi Wealth Management's Farmland Partners position peaked at $4.96K in Q4 2024.
  • 197 funds tracked by Wall St. Rank held Farmland Partners as of Q1 2025.

Based on Venturi Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.