WWA
FPI

Wingate Wealth Advisors’s Farmland Partners FPI Stock Holding History

Wingate Wealth Advisors’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
-270
Closed -$3.18K – 209
2024
Q4 		$3.18K Buy
+270
New +$3.17K ﹤0.01% 410

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

Wingate Wealth Advisors's FPI Position: Q1 2025 in Review

Wingate Wealth Advisors sold out of Farmland Partners (FPI) in Q1 2025, closing a stake of 270 shares — an estimated $3.18K sold.

Wingate Wealth Advisors first reported a position in FPI in Q4 2024 and held it in 1 quarter. The position peaked at $3.18K in Q4 2024. 197 funds tracked by Wall St. Rank hold FPI as of Q1 2025.

  • Wingate Wealth Advisors reported no remaining Farmland Partners position as of Q1 2025 after selling out during the quarter.
  • Wingate Wealth Advisors sold 270 Farmland Partners shares in Q1 2025, an estimated $3.18K.
  • Wingate Wealth Advisors first reported a position in Farmland Partners in Q4 2024 and held it in 1 quarter.
  • Wingate Wealth Advisors's Farmland Partners position peaked at $3.18K in Q4 2024.
  • 197 funds tracked by Wall St. Rank held Farmland Partners as of Q1 2025.

Based on Wingate Wealth Advisors's 13F filing for Q1 2025, filed 24 Apr 2025.